Connectors / Integration
Automate Document Signing Workflows by Integrating Box with DocuSign
Move documents from Box storage into DocuSign signature workflows and return fully executed files automatically.
Box + DocuSign integration
Box and DocuSign are two of the most widely adopted platforms for document management and electronic signatures, so it's no surprise they work well together for any organization handling contracts, agreements, or compliance documents. When connected through tray.ai, documents stored in Box can be automatically sent for signature in DocuSign, and completed envelopes flow back into the right Box folders without anyone touching them. The result is less back-and-forth between storing documents and getting them signed, faster deal cycles, and cleaner workflows across every department.
Organizations that rely on both Box and DocuSign often end up doing the same tedious loop: download from Box, upload to DocuSign, send for signature, then re-upload the signed copy back to Box. It's repetitive, error-prone, and slow. By integrating Box and DocuSign on tray.ai, teams can build automated pipelines that trigger signature requests the moment a document lands in a specific Box folder, route completed envelopes back into organized folder structures, and notify stakeholders along the way. Hours of administrative work disappear each week, signed documents are consistently stored and auditable in Box, and legal, sales, HR, and procurement teams all get faster contract turnaround, lower compliance risk, and one place to find every executed agreement.
Automate & integrate Box + DocuSign
Automating Box and DocuSign business processes or integrating data is made easy with Tray.ai.
Use case
Automated Contract Sending from Box to DocuSign
When a new contract document is added to a designated Box folder, tray.ai automatically initiates a DocuSign envelope and routes it to the appropriate signers. Sales and legal staff don't need to manually trigger signature requests, which cuts turnaround time considerably. The integration can apply pre-configured recipient lists, signing orders, and reminder schedules based on document metadata or folder structure.
- Eliminates manual steps between document creation and signature initiation
- Reduces contract turnaround time from days to hours
- Ensures consistent signer routing and reminder logic every time
Use case
Completed Envelope Filing Back to Box
Once all parties have signed a DocuSign envelope, tray.ai automatically retrieves the fully executed document and uploads it to the correct Box folder alongside the signing certificate. Signed agreements are instantly archived in the right location without anyone manually downloading and re-uploading files. Folder routing logic can be driven by envelope metadata such as account name, document type, or department.
- Signed documents are archived in Box within seconds of completion
- Eliminates manual download-and-re-upload workflows
- Keeps signed copies organized alongside draft and supporting documents
Use case
HR Onboarding Document Automation
When a new employee record triggers the creation of onboarding documents in Box, tray.ai can automatically send offer letters, NDAs, and policy acknowledgments to DocuSign for the new hire's electronic signature. Once completed, signed copies are automatically returned to the employee's dedicated Box folder and the HR system is notified. HR staff don't have to touch any of it.
- New hires receive signing requests automatically on their first day
- All signed HR documents are immediately stored in compliant Box folders
- Reduces HR administrative burden during high-volume hiring periods
Use case
Procurement and Vendor Agreement Workflows
Procurement teams can configure tray.ai to monitor specific Box folders for incoming vendor contracts or purchase agreements and automatically route them through a DocuSign approval and signing workflow. Multi-party signing orders, deadline reminders, and void-if-unsigned rules can all be applied automatically. When executed, vendor agreements are filed back to Box with version history intact for audit purposes.
- Vendor agreements are signed and archived without procurement team involvement
- Consistent signing order and deadline enforcement across all vendor contracts
- Full audit trail maintained in Box for compliance and vendor management
Use case
Real Estate and Lease Document Management
Real estate teams managing large volumes of leases, amendments, and disclosures can use tray.ai to automatically push documents from Box into DocuSign when they reach a ready-to-sign status. Signed lease agreements are then returned to property-specific folder structures in Box and linked back to property management systems. Lease execution cycles get dramatically shorter and all property documents stay organized.
- Lease execution cycle reduced from days to hours
- Documents automatically filed into property-specific Box folder hierarchies
- Reduces errors caused by managing high-volume lease documents manually
Use case
Signature Status Tracking and Notifications
tray.ai can monitor DocuSign envelope statuses in real time and update corresponding metadata or tags on Box documents to reflect whether a document is pending, signed, declined, or voided. Teams can also receive automated Slack or email notifications when signature milestones are reached, so there's no need to log into DocuSign to check. Everyone stays informed throughout the signing lifecycle.
- Box document metadata stays in sync with live DocuSign envelope status
- Stakeholders receive proactive notifications without checking DocuSign manually
- Declined or voided envelopes trigger automated alerts for immediate follow-up
Challenges Tray.ai solves
Common obstacles when integrating Box and DocuSign — and how Tray.ai handles them.
Challenge
Matching DocuSign Envelopes Back to the Right Box Folders
When signed documents return from DocuSign, it can be hard to determine exactly which Box folder or subfolder the completed file should land in, especially in organizations with complex folder hierarchies or many document types in flight at once.
How Tray.ai helps
tray.ai lets teams embed Box folder IDs or custom routing logic into DocuSign envelope metadata at the time of sending. When the completed envelope returns, tray.ai reads that metadata and uses conditional logic to file the signed document into precisely the right Box location, regardless of how complex the folder structure is.
Challenge
Handling Multi-Party and Sequential Signing Orders
Many contracts require multiple signers in a specific order — an employee signs before a manager, or a vendor signs before an internal approver. Manually managing these routing sequences across Box and DocuSign is tedious and prone to error.
How Tray.ai helps
tray.ai workflows can dynamically build DocuSign recipient lists with defined signing orders based on document type, department, or metadata stored in Box. Sequential routing, parallel signing, and conditional recipients are all configurable within the workflow logic without any code.
Challenge
Keeping Box Document Metadata in Sync with DocuSign Status
Without an integration, Box documents have no visibility into whether their DocuSign counterpart is pending, signed, declined, or expired. Teams end up logging into DocuSign separately just to check envelope status, which slows down decisions.
How Tray.ai helps
tray.ai can listen for DocuSign webhook events or poll the DocuSign API on a schedule to capture real-time envelope status changes and write them back to Box file metadata. Teams get instant visibility into signing status directly from Box without switching between tools.
Send Box Document for DocuSign Signature When Added to Folder
Box 
DocuSign This template watches a specified Box folder for new files and automatically creates and sends a DocuSign envelope to a predefined list of recipients. It applies standard signing order, reminder, and expiration settings without any manual steps.
Save Completed DocuSign Envelope Back to Box
DocuSign Box When a DocuSign envelope reaches completed status, this template automatically downloads the signed document and certificate of completion and uploads them to a designated Box folder, organized by envelope metadata such as document type or signer name.
Sync DocuSign Envelope Status to Box Document Metadata
DocuSign Box This template polls DocuSign for envelope status updates at regular intervals and writes the current status back to the corresponding Box file as a metadata tag or custom attribute, keeping both systems in sync without manual checking.
HR Onboarding: Send Offer Letter from Box to New Hire via DocuSign
Box DocuSign Triggered by a new employee record in an HRIS or a file upload event in Box, this template sends the offer letter stored in Box to the new hire's email address via DocuSign and files the signed copy back to their HR folder in Box upon completion.
Void DocuSign Envelope and Update Box File Status on Decline
DocuSign Box When a signer declines a DocuSign envelope, this template automatically voids any remaining signature requests, updates the Box document's metadata to reflect a declined status, and sends an alert notification to the document owner for follow-up.
Compliance Document Re-signing Workflow from Box Expiry Date
Box DocuSign This template reads expiration date metadata from compliance documents stored in Box and, when a document is approaching its expiry, automatically initiates a new DocuSign envelope for re-signing and archives the renewed document back in Box.
How Tray.ai makes this work
Box + DocuSign runs on the full Tray.ai platform
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