24Files + Formstack for Salesforce Integration

24Files & Formstack

Use 24Files to securely sync files, folders and metadata between Salesforce and SharePoint Online.

Integration Overview

With the 24Files' integration, you can securely sync Formstack generated documents from Salesforce to SharePoint Online, fully automated.

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Partner Overview

24Files is a solution for enterprises deploying both Salesforce and SharePoint Online.Its bi-directional sync of files, folders and metadata increases productivity, stimulates collaboration and ensures you can operate within the limits of your Salesforce storage quota. 24Files is used by companies worldwide of any size. 24Files is a product of 24Flow, a product company that brings to market productivity solutions built natively on the Salesforce platform.

Use the integration to:

Increase productivity by storing all documents in one place.
Save on Salesforce storage costs.
Remain synced 24/7.

What You Need

Formstack account
SharePoint Online account
Salesforce account
24Files account (available on Salesforce AppExchange)

How It Works

Configure 24Files to automatically upload documents from Salesforce Storage to SharePoint for specific Salesforce objects.
Create your documents via Formstack.
Your documents are automatically uploaded to SharePoint online and stored in a folder associated with the Salesforce record.

Find Out More

View more information on the Salesforce and SharePoint integration here.