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"I created the document based on the form data, but I forgot to save it..."
"Creating and saving documents is surprisingly time-consuming..."
The process from document creation to saving involves more steps than you might think, and it can be quite a hassle.
Even just creating a document can be a challenge, and sometimes you might not even think about saving it.
If you can automate this process, it might help reduce that burden!
For example, it's possible to create a PDF based on the data entered in a form and automatically save it to Box.
This allows for centralized data management and prevention of human error.
Additionally, you can integrate other forms like Google Forms or Jotform with Box, allowing you to use the forms you're familiar with!
By using Yoom, you can easily integrate Box with forms without any coding. Yoom provides templates for integrating with Box, so you can achieve integration immediately just by signing up, even without API knowledge.
By integrating Box with various form APIs, you can automatically link form response data to Box!
Simply click "Try it out" on the automation example that interests you and register an account to immediately experience the integration of Box and forms. Registration takes just 30 seconds, so feel free to give it a try!
You can automatically link Yoom form response data to Box.
Yoom Form allows you to use response data as is, making it easy to achieve data integration without complex operations, which is its appeal.
You can automatically integrate response data from Google Forms with Box.
As long as you have a Google account, you can use it for free and create forms in various formats, making it perfect for those who want to easily try integration.
You can automatically integrate Typeform response data with Box.
By connecting Typeform's intuitive form operations with Box, both form respondents and administrators will have an enhanced experience in form usage and data management.
You can automatically integrate Jotform response data with Box.
Jotform is known for its high level of customization, and by fully integrating its response data with Box, you can achieve detailed data management.
You can automatically integrate Tally response data with Box.
While Tally is known for its simple features, it is recommended for those who want to effectively manage data even with minimal forms.
You can automatically integrate response data from Zoho Forms with Box.
For those familiar with using Zoho services, this form can also be integrated with Box to streamline the management of response data.
Let's get started with creating a flow to integrate Box and forms!
We will proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will introduce the steps to create a flow bot that "creates a PDF based on the content submitted through a form and saves it to Box"!
Here, you will configure the settings to register the app information to be integrated with Yoom. After logging into your Yoom workspace, click "+ Add" on the My Apps screen.
A list of apps available in Yoom will be displayed. Search for the app you want to integrate using the search box and proceed with registering it to My Apps.
Clicking on the app name from the search results will switch to the Box integration confirmation screen.
Click "Allow Access to Box" to complete the My App integration.
Clicking on the app name from the search results will switch to the Google Sheets integration screen.
When the following screen appears, please confirm that there is no mistake with the account and click "Continue".
This completes the My App integration with Google Sheets.
Once the My App integration is complete, proceed to set up the Flowbot template. Please proceed to copy the template from the banner below.
When the popup below appears, click "OK" to start the setup!
The copied template will be added to My Projects. You can access My Projects from the left menu bar.
Click the first step of the template and set the trigger (starting point) for the Flowbot. The light blue lamp indicates that it is already set, but let's open it and check the contents. In this step, you will create a Yoom form and set it so that the flow is triggered when there is a response to the form.
Let's create the questions in the form.
The content of the form created with the default settings can be edited or deleted. To add a new item, scroll to the bottom.
Click the add question button to add an item and select the type of response method.
Once you've finished adding items, you can check the display from the preview button in the upper right corner.
After confirming the content in the preview, return to the edit screen and scroll down.
You can change the comment displayed on the completion page (the page after submitting the response) in this box.
Once editing is complete, click Next to proceed.
This is the screen to send test responses to the created form.
Enter test content for each item.
After entering, click the Save button at the bottom.
Once saved, the response content can be referenced in later operations.
In Yoom, the acquired values are defined as "Output".
Click the second template. In this step, you will use Google Sheets to replace the values in the template document with the form responses and set up Google Drive.
The following items are already set on this screen.
This time, we will proceed with the goal of issuing a receipt like the one above. The template for this receipt is as follows.
The unique values enclosed in { } will be replaced with the values obtained from the form. We will introduce the rules later, so let's return to the Yoom screen for now.
After entering the template document ID, scroll down.
After entering the output file name, click the Next button.
For details on how to set up the template document, see here.
Please insert a unique value for the { } values introduced at the beginning. (The same value will cause an error, so please be careful.)
After placing the unique values before replacement in the specified spreadsheet, scroll down.
When you scroll, the items from the spreadsheet loaded in the previous operation will be displayed. After re-editing the values, click the "Retrieve Replacement Conditions" button in the upper right corner to update the items.
Link the replacement string to the replacement target string.
When you click the edit field for the replacement string, the values obtained from the form will be displayed in a dropdown menu.
Embed the appropriate item/value for the replacement target value. Embedding is just a selection.
After embedding everything, click the Test button. If successful, you can obtain the issued document and related information.
Click Save.
Click the third template. In this operation, you will set up to upload the file created in the previous operation to a specified folder in Box.
The following items are already set on this screen.
Click the Next button.
Click the Test button. If successful, the issued document will be uploaded to the specified Box folder.
Click the Save button.
When all steps are set, a completion screen will be displayed.
Turn on the trigger to activate the Flowbot.
You can toggle the trigger ON/OFF from the toggle in the upper left corner. The Flowbot setup was easily completed without programming. When the trigger is ON, the copy button for the form link in the upper right becomes active, allowing you to obtain the link.
In addition to the form integration introduced this time, it is also possible to notify when a file is uploaded to Box or to store certificates in Box.
By using Box's API, you can automate various tasks, so if there's something you're interested in, please give it a try!
By integrating forms with Box, you will be able to centralize everything from document creation to data storage.
This will allow you to reduce the time previously spent on document creation and storage, enabling you to make better use of your time!
By implementing this automation, you can manage various documents such as invoices and applications, making it extremely convenient.
Not only can you integrate Yoom forms, but also various forms like Google Forms, Jotform, and Tally with Box, making it easy to switch between forms!
If you are interested in automation using Yoom, please create a free account from here.
Registration is simple and can be done in about 30 seconds, so you can set it up between tasks!
You can replace tasks that were previously done manually with automation, allowing you to focus on high-priority tasks!
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