When a new contract is uploaded to Box, add the file information to the Salesforce opportunity record

■Overview

Do you find it time-consuming to upload a file to Box every time a contract is signed, then open Salesforce and manually attach the file to the relevant opportunity record? This series of tasks can also lead to human errors, such as missing attachments or associating files with the wrong opportunity. With this workflow, simply uploading a contract to Box automatically attaches it to the relevant opportunity record in Salesforce, helping you streamline the entire process.

■Who should use this template

• Sales and sales operations teams that manage contracts using Box and Salesforce
• Anyone struggling with manually registering files or updating Salesforce records
• Anyone looking to streamline and standardize contract management operations and free up more time for core business tasks

■Benefits of using this template

• When you upload a file to Box, it is automatically linked to the relevant opportunity record in Salesforce, reducing the time previously spent on manual tasks.
• By eliminating manual file registration and data entry, you can prevent human errors such as missing attachments or linking files to the wrong record.

■Flowbot steps

1. First, connect Box and Salesforce with Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Under Operations, set the Box “Download a file” action and specify the file detected by the trigger.
4. Then, use Salesforce’s “Upload a file to link to a record” action to upload the downloaded file.
5. Finally, combine actions to retrieve the Salesforce ID and search for the relevant record, then set the “Link a file to a record” action.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• For the Box trigger settings, choose the folder that will trigger the workflow when a file is uploaded.
• For Salesforce operations, you can customize the conditions for identifying the opportunity record to update, as well as which fields to use and how to link the file information.

■Notes‍

• Connect Box and Salesforce with Yoom.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, the configured Flowbot operations and data connections will result in errors.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.