Upload New Box Files to PDF.co using Zapier

6 Minutes Read

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

Step 1: Create a Zap

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

Use New File As Box Trigger

Step 2: Set up a Trigger

Let’s set up the New File trigger.

Setup 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.

Step 3: Test the Trigger

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

Test Box New File Trigger

Step 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.

Box Test Success

Step 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.

Use PDF.co PDF Filler To Add Signature

Step 6: Configure the PDF Filler

Let’s configure the PDF Filler action.

Configure The PDF Filler
  • 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.

Step 7: Test the PDF Filler

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

Test & Review The PDF Filler Data

Step 8: Download the Signed File

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

PDF.co Test Successful

Step 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.

Upload File Back To Box

Step 10: Set up the Action

Let’s set up the action.

Configure The Box Upload File 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.

Step 11: Test & Review

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

Test & Review Upload File Action

Step 12: Zap Runs Successfully

Fantastic! We have successfully uploaded the file to Box.

Box Upload File Test Successful

Step 13: The File is Added to the Folder

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

PDF.co File Added To Box

Step 14: PDF.co Generated Output

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

Signed PDF File Uploaded In 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.

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