How to create a box token to use with Conga Trigger.

To use Box in an automated fashion with Conga Trigger, you need to create and save a Box token by taking the following steps:

  1. Go to the Conga Trigger Setup tab.
  2. Click Create Box Token.
  3. Enter the login details for the Box Service user (which can be found in the Box Settings tab).
  4. Trigger the Workflow Rule to automatically send the merged documents to Box.