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Add a new Box connection
Add a new Box connection

Add a GoFormz-Box connection to take advantage of the available Box Workflow recipes.

GoFormz Support avatar
Written by GoFormz Support
Updated over a week ago

Automatically upload completed PDF's to your Box account with a GoFormz-Box connection. With this connection you can also map Form fields to a file using Template metadata.

Before you begin, you'll need access to a Box account. The account used will display as the user who completes any associated actions, so we recommend that you create a 'GoFormz Connection' for exclusive use with this connection.

Note: You must re-authenticate this connection each time you change your Box account password.

This connection gives GoFormz access to your Box account to read and write files, but GoFormz will not have management access for any of your Box settings.

You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.

While setting up your Workflow recipe

If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

Screenshot displaying the location of the “+ Add Connection” option in the Workflow Recipe Builder of the GoFormz web app.

If you want to connect Box to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.

On the Connected Apps page

Follow the steps below to set up your new Box connection in the GoFormz web app.

  1. Open the More drop-down menu.
    Click Connected Apps.

    Screenshot displaying the location of the Connected Apps option in the More drop-down menu in the GoFormz web app.



    You'll navigate to App Connections.

  2. Select the Box connection.

    Screenshot displaying the App Connections page in the GoFormz web app.



    You'll navigate to the Box connection management page.

  3. Click Add Connection.

    Screenshot displaying the location of the Add Connection button on the Connection Management page of the GoFormz web app.



    The Start a new connection modal will appear.

  4. Enter your Box username and password.

    Screenshot displaying the Box log-in window.



    Click Authorize.
    You'll navigate to the Connection Management page.

  5. Click Grant access to Box.
    Your new connection will appear in your Connections list with a generic name (ex. "Box Connection 3").

    Screenshot displaying the Box connections list in the GoFormz web app.


    Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Box username as part of the connection name.

Want to verify your new connection?

In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.

Screenshot displaying the location of Connect Apps option in the More drop-down menu of the GoFormz web app.

Here, you'll click the card for the app connection you want to verify.

Screenshot displaying the App Connections page in the GoFormz web app.

You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.

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