Integrating Automation with Box: A Step-by-Step Guide

Learn how to integrate Automation with Box, Salesforce, and Monday.com Using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation with Box and Salesforce

In this section, we will discuss how to set up automation using Automation to connect Box and Salesforce. The goal is to create a seamless integration between these two platforms. First, you need to log into your Automation account and navigate to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. This initiates your automation setup. You will be prompted to name your workflow; for this example, we will name it ‘Create Monday.com Item from Salesforce Opportunity.’ Save this workflow in the appropriate folder for easy access.

2. Configuring Trigger and Action for Integration

In this section, we will configure the trigger and action for our integration. The primary trigger application will be Salesforce, while the action application will be Monday.com. This means that whenever a new opportunity is created in Salesforce, it will trigger an action to create an item in Monday.com.

• Select ‘Salesforce Asma’ as the trigger application.
• Choose the trigger event as ‘New Opportunity’.
• For the action application, select ‘Monday.com’ and the action event as ‘Create Item’.

After setting up the trigger and action, you will need to connect your Salesforce account to Automation. Click on the connect button, and allow access to establish a secure connection. This connection is crucial for ensuring that data flows seamlessly between Salesforce and Automation.

3. Creating an Opportunity in Salesforce

Now that the integration is set up, it’s time to create an opportunity in Salesforce. Navigate to the Opportunities section in your Salesforce account. Here, you will create a new opportunity that will be used for the automation.

Fill in the required fields such as Opportunity Name, Account Name, Type, Lead Source, Email Address, Close Date, Amount, Stage, and Probability. Once all details are filled, click on the ‘Save’ button to create the opportunity. This action will trigger the automation workflow you previously set up.

4. Mapping Data to Monday.com

After creating the opportunity in Salesforce, the next step is to map the data to Monday.com. This involves ensuring that the information from Salesforce is correctly transferred to the corresponding fields in Monday.com. First, establish a connection to Monday.com by entering the API key from your Monday.com account.

Once connected, select the board where you want to create the item. You will map the fields such as Opportunity Name, Close Date, Probability, Stage, and Account Name. This mapping ensures that every new opportunity created in Salesforce appears as an item in Monday.com.

• Select the correct board and group in Monday.com.
• Map the fields from Salesforce to the corresponding fields in Monday.com.
• Click on ‘Save and Send Test Request’ to ensure the data is correctly transferred.

After confirming that the data has been mapped successfully, you will see the new item created in Monday.com, reflecting the details of the Salesforce opportunity.

Conclusion

In this tutorial, we explored how to integrate Automation with Box, Salesforce, and Monday.com Using Pabbly Connect. By following the steps outlined, you can automate the creation of items in Monday.com based on new opportunities in Salesforce. This integration streamlines your workflow and enhances productivity across platforms.