Box
Docusign

Box and Docusign Integration

Seamlessly manage and sign your documents with the powerful integration of Box and DocuSign.

Explore Triggers and Actions

New Event
Trigger new event when an event with subscribed event source triggered on a target.
New File Event
Trigger new event when a new file uploaded on a target.
New Folder Event
Trigger new event when a new folder created on a target.
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Box and Docusign?

The Box and DocuSign integration streamlines your document workflow by allowing you to send, sign, and store documents securely without leaving the Box platform. Easily prepare and send documents for electronic signature using DocuSign’s trusted eSignature technology, while keeping all your files organized and accessible in Box. This integration enhances collaboration, accelerates approval processes, and ensures compliance with industry-leading security standards.

Connect
Box
and
Docusign
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Box and DocuSign integration work?

With this integration, you can initiate DocuSign signature requests directly from your Box account. Simply select a document stored in Box, send it for signature via DocuSign, and once signed, the completed document is automatically saved back into your Box folder.

Do I need separate accounts for Box and DocuSign to use the integration?

Yes, you need active accounts for both Box and DocuSign. The integration connects these accounts to enable seamless document sending and signing within your Box environment.

Is the integration secure and compliant with industry standards?

Absolutely. Both Box and DocuSign adhere to strict security protocols, including encryption, audit trails, and compliance with regulations such as GDPR, HIPAA, and eIDAS, ensuring your documents and signatures are protected.

Can I track the status of documents sent for signature through the integration?

Yes, you can monitor the progress of your signature requests within Box, including who has signed and who still needs to sign, providing full visibility into your document workflows.

Does the integration support mobile devices?

Yes, the Box and DocuSign integration is fully optimized for mobile use, allowing you to send, sign, and manage documents on the go from any smartphone or tablet.

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