Automatically create Box folders for new Salesforce accounts.
Create new Salesforce tasks from new Box files.
Create Box text file from new Salesforce accounts.
When a new Account in Salesforce is created it will create a new folder in our Projects folder for that Account automating some of the manual labor we have to do.
This keeps us from having to login to Box and create all of the necessary folders whenever we create a new custom object. ALSO, it ensures that the new folders will be named correctly and put in the right place!!
Triggers and actions are simply events. They can be things like a "new email" or a "new contact". A Zap combines triggers and actions — whenever the trigger event occurs, Zapier automatically completes the action for you!
You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.
Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.