We are thrilled to announce the Box Forms trigger in Box Relay, enabling teams to automate workflows with data collected from intuitive, mobile friendly forms in Box Forms. As part of the Box Enterprise Advanced plan, the Box Forms trigger in Box Relay can initiate additional outcomes to streamlines workflows, including:
- Dynamically generate custom documents: Use the Box Doc Gen outcome to dynamically generate custom documents with data collected from the Box Forms trigger.
- Customize folder names: Easily collect data with Box Forms and use that data to dynamically name folders created as part of a Box Relay workflow.
- Automatically apply metadata: Seamlessly apply metadata to files and folders from files uploaded within Box Forms submissions.
- Streamline workflows end-to-end: Leverage the Box Forms trigger in tandem with the Box Doc Gen outcome to dynamically generate custom documents and the Box Sign outcome in Box Relay to automatically send generated documents for e-signature or approval.
Box Forms makes it easy to quickly create custom forms natively in Box, eliminating the unnecessary integrations and custom code typically needed for data handoffs between stand-alone form tools and business applications. Box Forms allows you to seamlessly process form data and collect files for a variety of use cases – from receiving applications and initiating onboarding activities to triggering service requests and processing claims.
To learn more about Box Forms, please see:
- About Box Forms
- Creating a Form
- Enabling Box Forms
- Managing Box Forms
- Understanding Triggers and Outcomes in Relay