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Box + Salesforce

Box + Salesforce

Box + Salesforce integrations

Create Salesforce records from new Box files

This workflow begins when a new file is added in Box, and initiates a process to create an record in Salesforce. It not only streamlines data entry between the two platforms but also helps promptly reflect your file information in your Salesforce records, reducing time and enhancing productivity. Perfect for those who regularly interact with both platforms and seek more effective data management.

  1. When this happens...
    New File
    New File
    New FileTriggers when you add a new file to a folder.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Box and Salesforce

Discover other triggers and actions you can use with Box and Salesforce

  • Box triggers, actions, and search
    New Comment

    Triggers when someone comments on a file in a folder you own/collaborate on.

    Trigger
    Polling
    Try It
    • Folder
      Required
    • Share
    Trigger
    Polling
    Try It
    • File ID
      Required
    • Access Level
    • Expiration Date
    Action
    Write
  • Box triggers, actions, and search
    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Polling
    Try It
    • File ID
      Required
    • Template Key
      Required
    • Metadata (JSON Object)
      Required
    Action
    Write
    • Folder ID
      Required
    • Access Level
    • Expiration Date
    Action
    Write
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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