Box + Salesforce integrations
Create Box folders from new Salesforce records
With this efficient and seamless workflow, every time a new record appears in Salesforce, a corresponding folder is created in your Box account. It provides a streamlined solution for businesses that rely heavily on both platforms and keeps your files organized following your records. It saves you valuable time and avoids the hassle of manual data management.
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create FolderTriggers when you add a new folder.
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More things you can do with Salesforce and Box
Discover other triggers and actions you can use with Salesforce and Box
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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