When the status is changed in Salesforce, save the file to Box.

Try this Template

No items found.

■Overview

This is a flow that saves files to Box when the status is changed in Salesforce.

‍

■Recommended for

1. Those who manage projects or customer information in Salesforce

・Those who want to automatically save related files to Box according to status changes in Salesforce records

・Those who want to organize and manage files such as contracts, quotes, and proposals that occur with status changes

・Those who want to reduce the hassle of manual file saving and improve work efficiency

‍

2. Those who utilize Salesforce information to advance their work

・Those who want to quickly find necessary files by automatically saving related files to Box triggered by status changes

・Those who want to automate file management by integrating Salesforce information with other systems

‍‍

■Benefits of using this template

Salesforce is a powerful tool for centralized customer information management and sales process efficiency, but manually saving related files to Box is burdensome for staff and poses challenges in file searchability and version management.

By implementing this flow, when the status is changed in Salesforce, related files are automatically saved in the appropriate folder in Box. Staff no longer have the hassle of file saving and can quickly find the necessary files. Additionally, file version management is automated, allowing access to the latest files at all times.

‍

■Notes

・Please integrate Yoom with both Salesforce and Box.

・Salesforce is an app available only with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new lead information registered in Salesforce into a Google Spreadsheet.

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.

See details

When a new lead is registered in Salesforce, register it in kintone.

When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.

See details

When a new lead is registered in Salesforce, notify Slack.

- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

See details

When a record is registered in a Salesforce custom object, add it to Google Sheets.

This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.

See details

Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.

See details

When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.

When the Salesforce opportunity stage reaches the specified phase, you can send contracts via Docusign. By automating the creation and sending of contracts, you can prevent omissions in contract-related tasks and significantly reduce the time spent on verification work.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce

Templates using

View all related templates

Box

Yoom allows you to integrate with Box's API without any coding, enabling the automation of various tasks. You can automatically store files attached to emails in Box, and receive notifications in Slack or Chatwork when files are uploaded to Box.

Related apps

Box