Box + Docusign

Upload files from DocuSign to Box

Instructions to Upload files from DocuSign to Box once a new folder is created.

When this happens...
New Folder
Triggers when a new folder is created.
TriggerScheduled
automatically do this!
Upload File
Triggers when you add a new file to a folder.
ActionWrite

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
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- FolderRequired
- Share
Trigger
Scheduled
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
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- File IdRequired
- MessageRequired
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Scheduled
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- Folder
Trigger
Scheduled
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- EmailRequired
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
- Name
- Share this file?
Action
Write
- File IdRequired
- New FolderRequired
- Action to Perform
Action
Write
- File IdRequired
- Message
- Due At
- Assign To
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search