Scriptera
Box and Salesforce automations
Ready-made scenarios where Box and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
21 scenarios
- Files mirrored between two storage services
- Salesforce leads become cards in Box
- CRM contacts pushed into ad audiences
- Documents from storage sent to accounting
- Salesforce people feed your Box audiences
- Push Salesforce leads into Box audiences
- Files from one Salesforce are copied into the other
- New Salesforce contacts — into Box audiences
- Contacts from Salesforce into Box audiences
- A personalized sales proposal from a table row, ready and sent
- Client onboarding from a single form: folder, contact, channel, tasks
- Publishing podcast episodes — in one click
- Twice-daily double backup of your scenarios
- Incident response — ticket, alert, and report in seconds
- Invoices from a folder — straight into CRM deals
- IT tickets by voice from Telegram — straight into Salesforce
- Security alert enrichment with threat context — automated
- Automatic scenario check with an error report
- Tasks from your meeting recording, straight into the tracker
- An end-of-day report — written by AI and sent for you
- Voice notes → a daily journal and a task list
