Box and DocuSign integrations and automations

Do everything in one place

Customize your Box and DocuSign integration with the following triggers and actions.

Triggers

When this happens…

Box
  • New CSV file in folder Batch
    New CSV file in Box
  • New event in folder Real-time
    New event in folder
  • New/updated file in folder
    New/updated file in Box
  • New line in CSV file
    New line in CSV file in Box
  • New/updated CSV file in folder Batch
    New/updated CSV file in Box
  • New/updated file metadata in folder
    New/updated file metadata in Box
  • New/updated folder in folder
    New/updated folder in Box
  • New/updated sign event in folder
    New/updated sign event in Box

    • Any other trigger you can think up

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Actions

Do this…

Box
  • Custom action
    Custom action in Box (Custom)
  • Add comment to file
    Add comment to file in Box
  • Cancel sign request
    Cancel sign request in Box
  • Copy file or folder
    Copy file or folder in Box
  • Create collaboration
    Create collaboration in Box
  • Create file shared link
    Create shared link for file in Box
  • Create folder
    Create folder in Box
  • Create folder shared link
    Create shared link for folder in Box
  • Create file metadata
    Create metadata in a file in Box
  • Create sign request
    Create sign request in Box
  • Delete file or folder
    Delete file or folder in Box
  • Delete file metadata
    Delete metadata in a file in Box
  • Download file
    Download contents from a file in Box
  • Get file download URL
    Get file download URL in Box
  • List folder items Batch
    List files and folders in a specific folder in Box
  • Get file comments Batch
    Get file comments in Box
  • Get file metadata
    Get metadata in a file in Box
  • Get sign request
    Get sign request in Box
  • List sign requests Batch
    List sign requests in Box
  • Rename/move file or folder
    Rename/move file or folder in Box
  • Rename other user’s file or folder
    Rename other user's file in Box
  • Resend sign request
    Resend sign request in Box
  • Search files or folders Batch
    Search files or folders in Box
  • Update CSV file in box
    Update CSV file in Box
  • Update file metadata
    Update metadata in a file in Box
  • Upload file using file contents
    Upload file using file contents to Box
  • Upload file using file URL
    Upload file from public URL to folder

    • Any other action you can think up

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

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