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BoldSign + Dropbox

BoldSign + Dropbox

BoldSign + Dropbox integrations

Send new Dropbox files from a template in BoldSign

Set up this automated process to simplify your paperwork. With this workflow, once a new file appears in your Dropbox folder, it kick-starts the process to generate a document from a template in BoldSign. This automation reduces manual effort and makes sure that every new file in Dropbox is handled efficiently and quickly in BoldSign. Stay organized and boost your document management efficiency with this smart automation.

  1. When this happens...
    New File in Folder
    New File in Folder
    New File in FolderTriggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
  2. automatically do this!
    Send Document From Template
    Send Document From Template
    Send Document From TemplateCreate and send a document out for signature based on a BoldSign template.
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More things you can do with Dropbox and BoldSign

Discover other triggers and actions you can use with Dropbox and BoldSign

    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • Shared Folder
      Required
    • Member Email Addresses
      Required
    • Access Level
      Required
    • Notify Members?
      Required
    Action
    Write
    • Space
    • Title
      Required
    • Destination Folder
      Required
    • Description
    • Deadline
    • Open for Uploads
    Action
    Write
  • Dropbox triggers, actions, and search
    Shared Folders

    Triggers when a shared folder is added.

    Trigger
    Polling
    Try It
    • Space
    • Folder
      Required
    • File
    • Include files in subfolders?
    • Include file contents?
    • Include sharing link?
    Trigger
    Polling
    Try It
    • Space
    • File
      Required
    • New Location
      Required
    Action
    Write
    • Space
    • File Path
      Required
    • Important Information
    Action
    Write
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About BoldSign
BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Related categories
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About Dropbox
Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
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