Integrations

Sending Files From Shape to Box

Shape Software

February 8, 2022

3 min read

Shape’s webhooks for files with the Box cloud storage platform allows originators and their teams to seamlessly connect their Box account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Box storage system.

When a user presses the blue “send” icon within the portal tab, you can choose where to send the document via a webhook. You can also set up an automated webhook in Shape system settings that automatically will send the file to a folder of your choosing within Box when a user reviews and approves the uploaded document by clicking the green “√” icon within the “Portal” tab.

Integration Capabilities

Here’s What You’ll Need:

Step 1: Get Webhook URL in Zapier

Step 2: Set Up Webhook in Shape

Step 3: Send a Document as a Test File

Step 4: Set Up Box in Zapier

In the Trigger part of your Zap, Test Trigger and make sure that the record you added and changed the status to in Step 3 came through the webhook.
Enter Box in the Choose App & Action field
Select Create Upload File in the Choose Action drop-down
Select your Box app account and/or Login
Choose the folder you’d like the documents to populate into
Select the Shape File: (Exists but not shown) in “File”
Select the Shape Filename in “Name”
Choose Sharing Preferences
Click Test
Turn On your new Shape to Box Zap

Note: All documents that were sent using the “Send” icon in the “Portal” tab — this is also applicable for eSignature documents, and files in the “Uploads” tab — will send to the file selected in the step above. Option to set up an automated trigger to send documents upon document approval below.