Salesforce + Box + Gravity Forms Integrations

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Do even more with Salesforce + Box + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Box, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
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- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
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- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Share
  Define how, if at all, to share files triggered by Zapier (this just makes a URL available for use in the action).
Trigger
Scheduled
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
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- File IdRequired
  The ID of the file to add the comment to.
- MessageRequired
Action
Write
- Folder
  Keep clicking the drop down to drill down into your folders.
- Name of New FolderRequired
  Specify the name of this folder.
Action
Write
- FolderRequired
- Name of New FileRequired
  Specify the name of this file. "txt" will always be appended as the filetype.
- File ContentRequired
  Plain text content to put inside the new text file.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File NameRequired
- Folder
  Restrict the search to a folder. Will search subfolders.
- File Extensions
  Restrict the search to specific file types
Action
Search
- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
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- Folder
  Keep clicking the drop down to drill down into your folders.
Trigger
Scheduled
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- EmailRequired
  An email address to invite to collaborate on the folder.
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
  Must be a file object from another service (or some text).
- Name
  Overwrites the natural file name from the trigger service.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File IdRequired
  The ID of an existing file in Box.
- New FolderRequired
- Action to Perform
  Defaults to copying the file. Note: While testing your Zap, we will always copy the file.
Action
Write
- File IdRequired
  The ID of the file to add the task to.
- Message
- Due At
- Assign To
  Can be the user id or email address of a Box user.
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search
- FormRequired
Action
Write

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How to connect Salesforce + Box + Gravity Forms

Step 1: Authenticate Salesforce, Box, and Gravity Forms.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.