How to upload newly signed documents to Box using Zapier?

By using the BoldSign integrations on Zapier, you can upload newly signed documents directly to Box. This simplifies the process of organizing all your signed documents in one central location. A pre-configured Zap template is available on the BoldSign Zapier integration page to simplify the setup process.

Follow the steps below to automatically upload newly signed documents to Box:

• Navigate to the link Upload newly signed BoldSign documents to Box and check the Zap details.
• Click the Try this template button, which will redirect you to the Zap creation page.

• Add a suitable title for the Zap at the top of the page.
• Trigger: The trigger app is pre-set as BoldSign, and the trigger event is Document Completed by default.
• Connect your BoldSign account and test the trigger to ensure its proper functioning. Then, click the Continue button to proceed to the next section.

• Action: By default, the action app is set as Box, and the action event is Upload file.
• Connect your Box account and specify the folder where you want to upload the newly signed documents and fill in any other required fields. Then, test the action to confirm its functionality.

• The recently signed BoldSign document will be uploaded to the specified folder in Box.
• Ensure all the details, publish the Zap, and turn it on.
• Hence, whenever a new document is completed in BoldSign, it will automatically be uploaded to Box in the designated folder.