An automated workflow using zapier
Connects DocuSign + Box
Upload files from DocuSign to Box
About this workflow template
This automation scenario allows you to connect DocuSign and Box
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
DocuSign and Box can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in DocuSign
New Folder in DocuSign
Triggers when a new folder is created.
Then this action happens in Box
Upload File in Box
Copy an already-existing file from another service to Box.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Upload files from DocuSign to Box.
Part I
Configure Applications
First, we need to connect DocuSign and Box to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect DocuSign to Zapier.
Give Zapier access to your DocuSign account, using DocuSign credentials.
Connect Box to Zapier.
Give Zapier access to your Box account, using Box credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for DocuSign
Choose the following trigger: New Folder (Triggers when a new folder is created.).
Then set up an Action for Box
Choose this action: Upload File (Copy an already-existing file from another service to Box.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between DocuSign and Box.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Upload files from DocuSign to Box!
Related Automation Templates
Supported triggers and actions
Envelope status updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
triggerbyzapierNew folder
Triggers when a new folder is created.
triggerbyzapierpipedreamEnvelope sent or complete
Envelope sent or complete
triggerbypipedreamEnvelope completed
Triggers when an envelope you sent gets completed
triggerbyautomateioiftttEnvelope sent
Triggers when a new envelope is sent
triggerbyautomateioiftttWatch events
Triggers when an envelope or recipient status is changed.
triggerbyintegromat
Upload file
Copy an already-existing file from another service to Box.
actionbyzapierintegratelyUpload file from url
This Action will download a file at a given URL and add it to Box at the path you specify. NOTE: 30 MB file size limit.
actionbyiftttUpload a file
Uploads a new file.
actionbyintegromatpipedreamCreate folder
Creates a brand new folder at the path you specify.
actionbyzapierintegratelySearch content
Search content
actionbypipedreamAppend to a text file
This Action will append to a text file as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.
actionbyifttt
Apps you need
DocuSign
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
