Upload New Box Files to PDFco – 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.

Use New File As Box Trigger

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.

3. Test the Trigger

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

Test Box New File Trigger

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

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

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.

7. Test the PDF Filler

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

Test & Review The PDF Filler Data

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

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

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.

11. Test & Review

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

Test & Review Upload File Action

12. Zap Runs Successfully

Fantastic! We have successfully uploaded the file to Box.

Box Upload File Test Successful

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

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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