No Code Integration of BoxSign to Anything: a Web Form to BoxSign example

Connect BoxSign with anything without code! This tutorial shows you how to connect a web form to BoxSign using mxHERO's Mail2Cloud.

mxHERO Mail2Cloud connects nearly any system to BoxSign using native email functionality

In today's digital age, more and more companies are opting for digital documentation to streamline their business processes. Electronic signatures, in particular, have become increasingly popular due to their convenience, cost savings, and efficiency. However, integrating eSignature solutions with business workflows can be challenging, often requiring costly custom development and subsequent software maintenance. For example, one standard eSignature integration uses a web form to send a document, like a liability waiver, for a legally binding signature. Unfortunately, for organizations using BoxSign, BoxSign does not offer native web form integration. This blog explains how an organization can quickly build a web form eSignature process with BoxSign via Mail2Sign - and, by example, how this same method can be applied to nearly any system, e.g., CRM, ERPs, billing systems, etc.

This how-to shows how to create a web form for BoxSign workflow without code (no code). The basis of the solution uses Zapier to connect a web form to your email account. Once that connection is established, the email sent will be used by Mail2Sign to trigger a BoxSign eSignature request. Following the steps explained here, an organization can streamline this important process in less than 30 minutes. More importantly, this how-to demonstrates how you can connect BoxSign to nearly every system or application in your organization by leveraging their native email capabilities or an available Zapier connector.

For this tutorial, you will need a:

1. An email account (we are using Office 365)

2. Zapier trial account

   1. Used to send the web form contents through the email account.

3. Web form service account (we are using Typeform)

   1. You can find more than 100+ form services on Zapier

4. Mail2Sign trial account

   1. Needs your O365 domain admin

5. Box account

Overview

In this solution, a web form sends an email using an email account in your organization. Although this how-to uses Zapier, any web form implementation, for example, a script that sends an email using an account in your organization, will work. This email will have a hashtag in the subject line. Your organization's email service will be configured to route emails with this hashtag through Mail2Sign. A preconfigured Mail2Sign rule will invoke BoxSign to send an eSignature request to the form signer(s) (recipients in the email "To" field). Anyone in Cc will receive a copy of the executed document.

How mxHERO Mail2Sign works: email with your configured keywork or hashtag, is rerouted to Mail2Sign for submission to BoxSign.

Step 1: Create your web form

A web form can quickly be developed, or you can use one of the hundreds of services providing easy creation and deployment of attractive web forms. Different form services are listed at Zapier (https://zapier.com/apps/categories/forms). For this tutorial, we will use a free Typeform account.

Typeform: one of many excellent web form services. For more see this list https://zapier.com/apps/categories/forms

Build your form with Typeform's intuitive interface.

Click here to see a working demo using Google Forms

CLICK HERE FOR A LIVE EXAMPLE USING GOOGLE FORMS

Step 2: Connect the form to your email

Next, you must have your form results sent through an email account in your company. With Typeform and more than 100+ web form services, this can be achieved with Zapier.

Example Zapier connection to Office 365 email. Set the "To" to the form response. The Subject should include your Mail2Sign keyword (see below) and include your message.

When configuring your Zapier "Zap" make sure you select the correct form field to capture the requestor's email address. This example is connecting to Typeform.

Important in the configuration is the hashtag we put in the subject line. This hashtag must

match the keyword you will set up in Mail2Sign. This keyword routes the email to Mail2Sign and triggers the matching Mail2Sign rule.

Tip: If you want others to receive a copy of the executed document, add them to the Cc line of the web form email.

Test your form. You should receive an email with the subject line hashtag.

Step 3: Prepare your document

Although not required, your document can be prepared as a template with BoxSign document tags. Document tags are text codes used to inform BoxSign where different signing fields are to be placed on the document. These tags are added to your document and made invisible by setting them to the color of the page (e.g., white). You can read more about BoxSign document tags here.

For the best user experience, add BoxSign document tags to the document to automatically guide signer inputs

Step 4: Configure your email domain for Mail2Sign (one time)

Following the steps on this page (https://lab.mxhero.com/o365setup/), you will configure your email domain. For this, you will need your email admin.

Here you will set the keyword or hashtag to reroute emails to Mail2Sign. For more about this, see: https://mxhero.helpjuice.com/en_US/mail2sign/mail2sign-subject-hashtag

With your email administrator, set up your domain to work with mxHERO Mail2Sign (https://lab.mxhero.com/o365setup/)

For manually connecting Microsoft Office 365 or other email services, like Google Workspace, see this page for configuration instructions.

Step 5: Configure Mail2Sign

Create your free Mail2Sign trial account by following this link...

Create your Mail2Sign account starting here: https://mxhero.helpjuice.com/mail2sign/create-a-mail2sign-account

Now create your Mail2Sign rule. Your rule should be configured with the subject line hashtag you used in Step 4 and the template document you created in Step 3.

Your subject line hashtag should have the same prefix as your email routing keyword (e.g., "#sign").

Congratulations, you're done!

See the integration in action ...

Now that you have Mail2Sign setup, you can quickly create other email-to-BoxSign integrations by creating additional Mail2Sign rules for different documents and hashtags. For example, you could have another rule for NDAs, e.g., #sign:nda. Users, scanners, ERPs, CRMs, etc., can send emails that create BoxSign signature events - just add the hashtag to the subject line.

Webform integration with BoxSign using Mail2Sign is a powerful strategy that can streamline business processes and reduce the need for manual input. By automating the process of requesting legally binding signatures, companies can save time, money, and resources. With Mail2Sign, even businesses without technical expertise can easily integrate their web forms with BoxSign, enabling them to take advantage of the benefits of electronic signatures.

Summary of steps

1. Create your web form

2. Connect the form to your email

3. Prepare your document

4. Configure your email domain for Mail2Sign

5. Configure Mail2Sign

Need help?

If you need help setting up your web form, please get in touch with us at contact@mxhero.com!