How to create new Dropbox folders for completed BoldSign documents?

With the BoldSign Zapier integration, you can effortlessly create a Dropbox folder as soon as a document is completed in BoldSign. This convenient workflow saves time and enhances your document management process. BoldSign acts as the trigger app, while Dropbox serves as the action app. To streamline the setup, you can utilize the pre-configured template provided on the BoldSign Zapier integration page.

Follow the below steps to create new Dropbox folders for completed BoldSign documents:

• Navigate to the link Create new Dropbox folders for completed BoldSign documents and review the Zap details.
• Click the Try this template button, which will redirect you to the Zap creation page.

• Provide a suitable title for your Zap at the top of the page and complete the setup process.
• By default, the trigger app is set as BoldSign, and the trigger event is Document Completed.
• Connect your BoldSign account and test the trigger to ensure its proper functionality. Once validated, click Continue to move on to the next section.

• In the Action section, the action app is pre-set as Dropbox, and the action event is Create Folder.
• Next, connect your Dropbox account and choose the main Folder in which you want to create a subfolder. Then, specify the desired format in the Folder Name field to create the new sub-folder with that name.
• Then, test the action to ensure its proper functioning. Once verified, activate your Zap to initiate the automation.

• Thus, whenever a document is completed in BoldSign, a new folder will be created in Dropbox.