Box and Salesforce integrations and automations

Seamlessly connect Box and Salesforce. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Box
  • New CSV file in folder Batch
    New CSV file in Box
  • New event in folder Real-time
    New event in folder
  • New/updated file in folder
    New/updated file in Box
  • New line in CSV file
    New line in CSV file in Box
  • New/updated CSV file in folder Batch
    New/updated CSV file in Box
  • New/updated file metadata in folder
    New/updated file metadata in Box
  • New/updated folder in folder
    New/updated folder in Box
  • New/updated sign event in folder
    New/updated sign event in Box

    • Any other trigger you can think up

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Box
  • Custom action
    Custom action in Box (Custom)
  • Add comment to file
    Add comment to file in Box
  • Cancel sign request
    Cancel sign request in Box
  • Copy file or folder
    Copy file or folder in Box
  • Create collaboration
    Create collaboration in Box
  • Create file shared link
    Create shared link for file in Box
  • Create folder
    Create folder in Box
  • Create folder shared link
    Create shared link for folder in Box
  • Create file metadata
    Create metadata in a file in Box
  • Create sign request
    Create sign request in Box
  • Delete file or folder
    Delete file or folder in Box
  • Delete file metadata
    Delete metadata in a file in Box
  • Download file
    Download contents from a file in Box
  • Get file download URL
    Get file download URL in Box
  • List folder items Batch
    List files and folders in a specific folder in Box
  • Get file comments Batch
    Get file comments in Box
  • Get file metadata
    Get metadata in a file in Box
  • Get sign request
    Get sign request in Box
  • List sign requests Batch
    List sign requests in Box
  • Rename/move file or folder
    Rename/move file or folder in Box
  • Rename other user’s file or folder
    Rename other user's file in Box
  • Resend sign request
    Resend sign request in Box
  • Search files or folders Batch
    Search files or folders in Box
  • Update CSV file in box
    Update CSV file in Box
  • Update file metadata
    Update metadata in a file in Box
  • Upload file using file contents
    Upload file using file contents to Box
  • Upload file using file URL
    Upload file from public URL to folder

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List data category groups Batch
    Retrieve all data category groups in Salesforce
  • Retrieve data category group hierarchy Batch
    Retrieve data category group hierarchy in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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