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.
- When this happens...New FileTriggers when you add a new file to a folder.
- automatically do this!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
- New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Try ItTriggerPolling - FolderRequired
- Share
Try ItTriggerPolling- Task Assigned to You
Triggered when you are assigned a task.
Try ItTriggerPolling - ActionWrite
- Event
Triggers when a new event is performed (this is the activity stream).
Try ItTriggerPolling - Folder
Try ItTriggerPolling- File IDRequired
- Template KeyRequired
- Metadata (JSON Object)Required
ActionWrite- ActionWrite
Box lets you keep all your businesses files in one place for simple online collaboration.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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