◼️Overview
This is a flowbot that integrates Salesforce and Box via API. When a new record is registered in the Salesforce account object, a folder with the account name is created in Box, and the folder URL is recorded in the record.
Since the folder name is created with the account name, there is no need to manually create a folder.
Please change the ID of the parent folder where a new folder will be created in Box and use it accordingly.
◼️Notes
・Please link your Box and Salesforce accounts with Yoom to use this service.
・Salesforce is an app that can only be used with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
When a file is uploaded to a folder
When a comment object is created
When a file name is changed
When a comment object is edited
When a selected event occurs
When a File in a Folder Is Deleted
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
Download file
Retrieve items in folder
Create Folder
Search Content in Specific Folder
Copy file
Upload file
Get file information
Upload File Version
Create New User
Add User to Group
Delete an existing webhook
Rename folder
Move folder
Get folder information
List collaborations for a folder
Update Collaboration Information
Get collaboration information
Rename file
When a file is uploaded to a folderWhen a comment object is createdWhen a file name is changedWhen a comment object is editedWhen a selected event occursWhen a File in a Folder Is Deleted
Download fileRetrieve items in folderCreate FolderSearch Content in Specific FolderCopy fileUpload fileGet file informationUpload File VersionCreate New UserAdd User to GroupDelete an existing webhookRename folderMove folderGet folder informationList collaborations for a folderUpdate Collaboration InformationGet collaboration informationRename fileMove FileCopy FolderCreate Collaboration InfoSearch ContentAdd Shared Link to FolderAdd or Update File TagsRetrieve File Tag InformationCreate a Shared Link for a File
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportsLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File Name
