In this blog post, I will walk you through the process of using Zapier to set up a workflow that automatically uploads your signed documents to Dropbox. By leveraging the power of automation, you not only streamline your workflow, but also enhance collaboration and data management within your organization.
Discover how Zapier integration can transform the way you handle signed documents and simplify your workflow.
Prerequisites
Before setting up automation to upload signed documents to Dropbox using Zapier, make sure you have active accounts on Zapier, Dropbox, and BoldSign. Your BoldSign account can be either a paid subscription or a free sandbox account. If you haven’t created a BoldSign account yet, you can sign up for a free account now to begin your seamless document management journey.
Create a Zap
On the BoldSign Zapier integration page, a Zap template is available for this scenario to simplify the setup process. Follow these steps to create a Zap that connects the BoldSign and Dropbox apps using the Zap template:
In the App & event section, the trigger app is preset as BoldSign, and the trigger event is Document Completed by default.
Go to the Upload newly signed BoldSign documents to Dropbox page and click Try this template
Upload Signed Documents to Dropbox Template Page In the App & event section, the trigger app is preset as BoldSign, and the trigger event is Document Completed by default.
Trigger Section in Zap Creation In the Account section, and then test the trigger in the Test section. Once the trigger is successfully tested, the recently completed document will be displayed.
In the next trigger section, Upload File in Dropbox, the App & event section will be preset with Dropbox as the action app and Upload File as the action event. Connect your Dropbox account in the Account section.
In the Account section, specify the folder where you want to upload the newly signed documents in the Folder field and fill in any other necessary fields.
Trigger Section in Zap Creation Test the action in the Test section to ensure its functionality. The recently completed document in BoldSign will be automatically uploaded to Dropbox.
Verify all the details and click Publish to publish the Zap. The created Zap will be displayed on the Zaps page in Zapier.
The automation to upload signed documents to Dropbox has been successfully implemented. From now on, every time a BoldSign document is completed, it will be automatically uploaded to Dropbox. The following screenshot displays the successfully uploaded document in Dropbox.
Conclusion
Now you know how to create a Zap in Zapier to automatically upload signed documents to Dropbox. Integrating these automated processes will make your document management practices more convenient.
Start your 30-day free trial now to immerse yourself in the advantages of automating your eSignature procedures using BoldSign.Refer to our knowledge base articles on Zapier for further in-depth information and instructions.
Also, you may be interested in our previous blog posts on Zapier:
- Automate Your eSignature Workflows with BoldSign Integrations on Zapier
- Automate eSignature Requests for New RowShare Entries with Zapier
- Automatically Upload Signed Documents to Google Drive with Zapier
- Automatically Upload Signed Documents to OneDrive with Zapier
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