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Automate your document workflows

Workato customers use Box in their business process automation to automate their document workflows including moving documents  between applications  and to enrich documents with relevant meta-data stored in CRM, Marketing, ERP, Support, and Accounting applications.

Tell us your workflow and we'll help you automate it. Workato can create powerful connections between hundreds of apps - the sky is the limit!

Free implementation of your first project (up to $1200 in value)

We have sophisticated requirements for how Salesforce and Box work together. Box is our  compliant data source for medical records while Salesforce underpins our underwriting platform.  The magic sauce of Workato is that we can now link our data in Salesforce with the documents in Box exactly how we need it,  with advanced workflows.


John Head  |  Blue Sky Reinsurance Advisory

The free implementation service, available only to new customers, is for up to 8 hours  and includes 1hr of consultation  to understand your use case and 1hr of final review.