integraid

Connect and automate Box

Your no-code integration tool to sync Box with Salesforce.

With integraid, you can connect Box directly to Salesforce and streamline how your team handles documents. Upload, share, and attach key files – such as contracts or proposals – directly to Salesforce records like Leads or Opportunities.

No more switching between platforms – just clear, centralized access to what matters.

  • Seamless Box–Salesforce integration without coding

  • Attach and access Box files from within Salesforce records

  • Simplified document management across sales and support

  • Secure, GDPR-compliant file storage and permissions

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Box

Kategorien:

Files & Cloud Storage

Box is a cloud-based content management and file-sharing platform designed for businesses. It enables secure document storage, real-time collaboration, and advanced workflows. With Box, teams can access, share, and manage all their files — directly within Salesforce — thanks to native integration. Box lets you preview over 140 file types, manage permissions, and embed content without leaving Salesforce. It includes features like Box Sign (e-signatures), templates, and developer tools for custom automations — all secured under enterprise-grade governance and compliance. And with integraid, you can connect Box with Salesforce — without writing any code

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Use Cases:

  • Make documents available directly in Salesforce

    Sales and service teams can store important documents (e.g., contracts, proposals, specifications) in Box, while these files are displayed in the related Salesforce record - without ever leaving the Salesforce context.

  • Seamless electronic signatures

    With Box Sign, users can send documents for signature directly from Salesforce, track signature status in real time, and securely manage the entire signing process - all natively integrated.

  • Automated folder structures & workflows via developer toolkit

    Using the Box Developer Toolkit or SDK, subfolders in Box can be created automatically - for each account or opportunity - as soon as a new record is created in Salesforce. This results in an organized folder structure and streamlined workflows.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.