BoldSign + Dropbox

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.

When this happens...
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
TriggerPolling
automatically do this!
Send Document From Template
Create and send a document out for signature based on a BoldSign template.
ActionWrite

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Supported triggers and actions

- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared FolderRequired
- Member Email AddressesRequired
- Access LevelRequired
- Notify Members?Required
Action
Write
- Space
- TitleRequired
- Destination FolderRequired
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder PathRequired
- Important Information
Action
Write

- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
- Include sharing link?
Action
Write

- Space
- FileRequired
- New NameRequired
Action
Write
- Space
- Shared Link URLRequired
- Allow Downloading With Shared Link?Required
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove PasswordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search
- Admin Mode
Trigger
Instant
Try It
- Choose TemplateRequired
- Sandbox ModeRequired
Action
Write

Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Include sharing link?
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URLRequired
- Set or Remove ExpirationRequired
Action
Write
- Space
- Shared Link URLRequired
- Audience
- Access
Action
Write
- Space
- Search queryRequired
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search
- Admin Mode
Trigger
Instant
Try It
- Admin Mode
Trigger
Instant
Try It

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.

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Related categories

Signatures

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.

Learn more