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How to upload newly signed documents to Box using Power Automate?
Published:
2 mins read
By using BoldSign integrations in Power Automate, you can automate the process of uploading newly signed documents directly to Box. This ensures all your signed documents are organized in one central location. In this integration, BoldSign acts as the trigger app, and Box serves as the action app.
Follow the steps below to upload newly signed documents to Box:
- Go to the Power Automate website and create an account if you do not have one.
- Once you’ve logged into Power Automate, navigate to the
Connectionsmenu. Search forBoldSignand connect it to Power Automate by adding it as a connection.
-
Then, click
Createand go toMy flows, then selectNew flowto begin building your workflow. -
The designer page will open. Disable the
New designerbutton.
- On the trigger setup page, select
BoldSignas the trigger app.
- Next, select a Webhook event as
Completedto trigger the workflow whenever a document is completed. Then click theNew stepbutton to proceed.
- Set
BoldSignas the action app and selectDownload Documentas the action.
- Map the document ID in the
Document IDfield and click theNew stepbutton to move to the next action.
- In the operations section, select
Boxas the action app.
- Then choose
Create fileas the action to upload newly signed documents to Box.
- Configure Box parameters by entering details in the
Folder Path,File NameandFile Contentfields.
- Then click the
Savebutton to finalize the integration. - Your workflow is now ready. Whenever a document is completed in BoldSign, it will automatically upload to the specified folder in Box.