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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
Connections
menu. Search forBoldSign
and connect it to Power Automate by adding it as a connection.
-
Then, click
Create
and go toMy flows
, then selectNew flow
to begin building your workflow. -
The designer page will open. Disable the
New designer
button.
- On the trigger setup page, select
BoldSign
as the trigger app.
- Next, select a Webhook event as
Completed
to trigger the workflow whenever a document is completed. Then click theNew step
button to proceed.
- Set
BoldSign
as the action app and selectDownload Document
as the action.
- Map the document ID in the
Document ID
field and click theNew step
button to move to the next action.
- In the operations section, select
Box
as the action app.
- Then choose
Create file
as the action to upload newly signed documents to Box.
- Configure Box parameters by entering details in the
Folder Path
,File Name
andFile Content
fields.
- Then click the
Save
button 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.