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Conga Support

The Conga Trigger Setup Tab

The Conga Trigger Setup tab provides tools to administer Conga Trigger.


1 Click the Conga Trigger Setup tab.
2 The Dashboard button provides another way to access the Conga Trigger Dashboard.
3 Conga Trigger Configuration Guide links to the PDF of the Conga Trigger Configuration Guide which explains how to build Conga Trigger solutions.
4 Create a Salesforce Refresh Token to use Salesforce Reports as a data gathering source in Conga Trigger. This token also allows users to merge images stored Salesforce into documents generated with Conga Trigger. 
5 Create a Box Refresh Token to integrate Conga Trigger with Box.
6 Create a Google Refresh Token to integrate Conga Trigger with Google Drive.
7 Create a OneDrive Refresh Token to integrate Conga Trigger with OneDrive.

Please see Integrate Conga Trigger with Google Drive for details on this feature. 

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