Connect Box and Salesforce with AI

Popular Box and Salesforce Integrations

Box + Salesforce

Save Signed Salesforce Contracts in Box Folders

Box + Salesforce

Create Salesforce Tasks for Overdue Contracts in Box

Box + Salesforce

Create Salesforce Opportunities from Key Meeting Notes in Box

Box + Salesforce

Update Box Files for Modified Salesforce Contracts

Box + Salesforce

Backup New Salesforce Customer Records in Box

Box + Salesforce

Track RFPs in Box as Opportunities in Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce tasks for overdue contracts in Box"

Save signed Salesforce contracts in Box folders

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Ask for an automation, and we'll use AI to create it for you in seconds.

Our Capabilities

See what DryMerge can do with Box + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Box

Box is a cloud content management and file sharing service. Securely store, share, and collaborate on files from anywhere, and integrate with other tools to streamline your workflow.