How to Integrate Jotform with Box

November 26, 2021

Box is a simple and secure file sharing platform used by 150,000 businesses. It is great for storing files online, secure file sharing, mobile content management, project collaboration and document management.

Jotform integrates with Box. If you want to send your form submissions and files to Box, please follow the steps below:

1. Click SETTINGS at the top, INTEGRATIONS on the left, search for BOX then select it.

2. You will be asked to authenticate your Box account. Simply click the AUTHENTICATE button to proceed.

3. Login to your Box account and click the Grant access to Box button.

4. After authentication, you will have to create your Box Folder. You have the option to select defaults or use custom folder name in the following.

– Box root folder name

– Submission folder name

For default folder names, you will get this:

For field-based folder names, you will have to click the pencil icon to select the field:

You have to click the Apply button save the selection. Note that you can also add the submission date before the submission folder name. Simply check the option if you want to add it.

For user defined folder names, you just need to click the second box and put your custom folder name. For example:

5. Now, simply click the COMPLETE INTEGRATION button to save.

6. The integration is now ready. Simply click “Finish” button to complete it.

That’s it! If you need some help, please let us know by posting a comment below or head on to our Support Forum.

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