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How to save the completed document to a Dropbox folder?
Published:
1 min read
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.
-
Once you have created the connection, click
Create
, navigate toMy flows
, and selectNew flow
to create your workflow. -
A Designer page will open. Disable the
New designer
button.
- You will be directed to the trigger page. Choose
BoldSign
as the trigger app.
- Then choose a Webhook event as
Completed
and click theNext step
button.
- Select BoldSign as the action app, then choose the
Download document
option.
- Map the document ID in the
Document ID
field.
- In the operations section choose
Dropbox
as the action app.
- Then click
Create file
as the action which will automatically save the completed document to your specified Dropbox folder.
- Sign in to your Dropbox account to create a connection.
- Configure the Dropbox parameters by entering details in the
Folder Path
,File Name
andFile Content
fields.
- 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.