Upload New Box Files to PDF.co using Zapier

Upload New Box Files to PDF.co – Step-by-Step Guide

In this tutorial, we will show you how to upload your new files in Box to PDF.co using Zapier.

1. Create a Zap
2. Set up a Trigger
3. Test the Trigger
4. Add a Signature to the File
5. Add a New Step in the Zap
6. Configure the PDF Filler
7. Test the PDF Filler
8. Download the Signed File
9. Upload the File Back to Box
10. Set up the Action
11. Test & Review
12. Zap Runs Successfully
13. The File is Added to the Folder
14. PDF.co Generated Output

1. Create a Zap

First, let’s create a Zap. Choose the Box as the App and the New File as the Trigger Event.

2. Set up a Trigger

Let’s set up the New File trigger.

• In the Folder field, choose the Box folder where you plan to store the new files.
• In the Share field, you can choose the file sharing option for all new files.

3. Test the Trigger

Let’s test the trigger to make sure that we set it up correctly.

4. Add a Signature to the File

Great! Box returned a file that we will use to test this feature. We are now ready to access it on PDF.co. To demonstrate it in PDF.co, we will add a sample signature in this file.

5. Add a New Step in the Zap

Next, let’s add a new step in the Zap. This time let’s choose PDF.co as the App and PDF Filler as the Action Event.

6. Configure the PDF Filler

Let’s configure the PDF Filler action.

• In the Source PDF field, select the file from Box.
• In the Images field, enter the coordinates, page index, and an image of a signature to add to the PDF. In this format x;y;pageIndex;imageURL. To learn more about adding text, images, and links to PDF, please check out this tutorial.

7. Test the PDF Filler

Let’s test the PDF Filler by sending it to PDF.co.

8. Download the Signed File

Terrific! PDF.co generated a temporary URL that we can use to view and download the signed file.

9. Upload the File Back to Box

In addition to uploading new files from Box to PDF.co, we can also upload the signed file back to Box. To do that, let’s add a new step and choose the Box as the App and the Upload File as the Action Event.

10. Set up the Action

Let’s set up the action.

• In the Folder field, choose the name of the folder where you want to store the files.
• In the File field, select the URL generated by PDF.co.
• In the Share this file field, select the file sharing option for the files.

11. Test & Review

It’s time to Test & Review the Upload File action.

12. Zap Runs Successfully

Fantastic! We have successfully uploaded the file to Box.

13. The File is Added to the Folder

The generated file in PDF.co has been added to our selected folder.

14. PDF.co Generated Output

Here’s the image of the PDF.co generated output uploaded back to Box.

Screenshot of PDF.co file uploaded to Box

In this tutorial, we learned how to set up a New File trigger in Box. We also learned how to access this new file in PDF.co. And last but not the least, we learned how to upload the file back to Box.