Add a new Box connection

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

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.

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’ll need to re-authenticate your connection each time you change your Box account password.

🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.

Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.

  1. Click the Manage Connected Apps card.

    Screenshot displaying the location of the Manage Connected Apps card on the Workflow Dashboard in the GoFormz web app.

    You'll navigate to the Connected Apps page.

  2. Under the Available Connections option, locate the Box connection card.
    Click Add Connection.

    Screenshot displaying the location of the Add Connection button in the Box card in the Available Connections section of the GoFormz web app.

    The Box authorization page will launch.

  3. Log in to Box using your Box account credentials, or using Box’s available Single Sign-On options.

    Click Authorize.

    Screenshot displaying the Box log-in page in the GoFormz web app.

    If your connection was successful, you'll find a Box connection card on the App Connections page listed under My Connections.

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