This automation scenario allows you to connect Formstack and Box
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Formstack and Box can also be integrated using automation tools other than zapier:
When this trigger fires in Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Then this action happens in Box
Copy an already-existing file from another service to Box.
This guide contains information on how to set up an automatic workflow that allows to Save Formstack form attachments to Box.
Part I
First, we need to connect Formstack and Box to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formstack to Zapier.
Give Zapier access to your Formstack account, using Formstack credentials.
Connect Box to Zapier.
Give Zapier access to your Box account, using Box credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Formstack
Choose the following trigger: New Submission (Legacy) (Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.).
Then set up an Action for Box
Choose this action: Upload File (Copy an already-existing file from another service to Box.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formstack 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 Save Formstack form attachments to Box!
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
New form submission (instant)
New form
Triggers with the new form submission.
Triggers when a new form is added.
Triggers when a new form submission is received.
Copy an already-existing file from another service to Box.
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.
Uploads a new file.
Creates a brand new folder at the path you specify.
Search content
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.
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