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How to save the completed document to a Dropbox folder?

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Integrating BoldSign with Dropbox via Power Automate creates a seamless solution for centralized document storage and backup. In this setup, BoldSign serves as the trigger app to initiate actions, while Dropbox acts as the destination for storing and managing your signed documents.

Follow the steps below to save the completed document to a Dropbox folder:

  • Open the link Power Automate and create your Power Automate account.
  • Then connect your BoldSign account with the Power Automate account by clicking the Connections option and adding BoldSign as the connection.

Connections

  • Once you have created the connection, click Create, navigate to My flows, and select New flow to create your workflow.

  • A Designer page will open. Disable the New designer button.

Trigger page

  • You will be directed to the trigger page. Choose BoldSign as the trigger app.

BoldSign

  • Then choose a Webhook event as Completed and click the Next step button.

Webhook event

  • Select BoldSign as the action app, then choose the Download document option.

Download document

  • Map the document ID in the Document ID field.

Document ID

  • In the operations section choose Dropbox as the action app.

Dropbox

  • Then click Create file as the action which will automatically save the completed document to your specified Dropbox folder.

Create file option

  • Sign in to your Dropbox account to create a connection.

Sign in to dropbox

  • Configure the Dropbox parameters by entering details in the Folder Path, File Name and File Content fields.

Parameters

  • Once done with the configuration ,click the Save button.
  • You have successfully integrated BoldSign with Dropbox using Power Automate. Now, whenever a document is completed, it will automatically be added to the Dropbox folder.
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