Box

Sync form data and attachments to Box folders automatically.

Box is a cloud content management and file-sharing platform for secure collaboration. Connecting to Cognito Forms turns submissions into organized files and folders-naming items from fields, attaching uploads, and keeping folders up to date.

Centralize entries in Box to cut busywork, speed sharing, and reduce file risk.

  • Fewer manual downloads
  • Faster sharing with links
  • Trusted version history

Use this integration to:

  • Upload attachments to folders
  • Create folders from data
  • Add metadata to Box items

Use this integration when you

Use Box to archive submissions, store uploaded files, organize folders, and share documents.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Access your Zapier dashboard
  2. Create a new Zap
    1. Click “Make a Zap”
  3. Set Cognito Forms as the trigger
    1. Choose “Cognito Forms” → “New Entry” or “New File”
  4. Add Box as the action
    1. Select “Upload File” or “Create File” in the Box app
    2. Connect your Box account and select the desired folder
  5. Map fields and files
    1. Link Cognito Forms fields and attachments to Box paths
  6. Test the Zap
    1. Submit a test form entry and verify file upload in Box
  7. Activate the Zap
    1. Turn on the Zap to enable ongoing automation

Still need help? Check out our Zapier support article.
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File Sharing & Storage