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Connect Box to Docusign

Automate workflows and sync data between Box and Docusign with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Box & Docusign?

Intelligent Automation Workflows

Leverage 3 available triggers from Box to execute 13 targeted actions in Docusign automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Box and Docusign perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Box and Docusign for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Box logo

Box

Triggers (3)

New Event

Emit new event when an event with subscribed event source triggered on a target. See the documentation

webhook
New File Event

Emit new event when a new file is uploaded to a target. See the documentation

webhook
New Folder Event

Emit new event when a new folder created on a target. See the documentation

webhook

Actions (8)

Create Box Sign Request

Creates a signature request. This involves preparing a document for signing and sending the signature request to signers. See the documentation.

Download File

Downloads a file from Box to your workflow's /tmp directory. See the documentation

Get Comments

Fetches comments for a file. See the documentation.

Get File Text

Extracts text from a file in Box. See the documentation

List Folder Items

Lists files, folders, and web links in a Box folder. Use 0 for the root folder. Returns one page of results (default 100, max 1000). To find items by name or metadata across all folders, use **Search Content** instead. See the documentation.

Search Content

Searches for files, folders, web links, and shared files across the users content or across the entire enterprise. See the documentation.

Upload a File

Uploads a small file to Box. See the documentation.

Upload File Version

Update a file's content. See the documentation.

Docusign logo

Docusign

Triggers (2)

New Change in Envelope Status

Emit new event when an envelope's status is updated

polling
New Folder

Emit new event when a new folder is created

polling

Actions (13)

Create Draft

Create and send an envelope, or create a draft envelope. See the documentation here

Create Envelope

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use **Create Envelope From File**. See the documentation

Create Envelope From File

Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use **Create Recipient View** with the same value. See the documentation

Create Recipient View

Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId. See the documentation

Create Signature Request

Creates a signature request from a template See the docs here

Download Documents

Download the documents of an envelope to the /tmp directory. See the documentation here

Get Envelope

Get details for a DocuSign envelope by ID. Use **List Envelopes** first if you need to find an envelope ID. See the documentation

List Accounts

List the DocuSign accounts available to the connected user. Use this to find the **Account** ID required by other actions when the connected user belongs to more than one account. See the documentation

List Documents

List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. See the documentation

List Envelopes

Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for **Get Envelope**, **List Recipients**, **List Documents**, **Send Envelope**, **Void Envelope**, or **Create Recipient View**. See the documentation

List Recipients

List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. See the documentation

Send Envelope

Send an existing draft DocuSign envelope by updating its status to sent. Use this after **Create Envelope** or **Create Envelope From File**, or any workflow that creates an envelope with status created. See the documentation

Void Envelope

Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. See the documentation

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Box trigger → Create/Update in Docusign

Most Popular
BoxBox

New Event

DocusignDocusign

Create Draft

When Docusign trigger → Update Box

Bi-directional
DocusignDocusign

New Change in Envelope Status

BoxBox

Create Box Sign Request

How It Works

1

Connect Apps

Authenticate your Box and Docusign accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Box and Docusign with 5 public triggers available for instant updates.

Automated Actions

Execute 21 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Box and Docusign in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Box and Docusign with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Docusign logoBox logo

Reverse Integration Available

Also connect Docusign to Box for bidirectional automation

View Integration
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All Box Integrations

Explore all available Box connections

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All Docusign Integrations

Explore all available Docusign connections

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