Creating a Box Token to Use with Conga Trigger
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:
- Go to the Conga Trigger Setup tab.
- Click Create Box Token.
- Enter the login details for the Box Service user (which can be found in the Box Settings tab).
- Trigger the Workflow Rule to automatically send the merged documents to Box.
