Integrate with Box

You can use Box as a pre-configured integration, which means you don't have to authenticate your API calls in specific steps.

You need to first connect Box in your Next Matter portal.

Use as pre-configured integration

1. In your Next Matter portal, go to Company > Integrations, and click Connect next to Box.
2. Authenticate with your Box credentials.

Now, when you create a step using Box, select Box in the Preconfigured integration dropdown.

Box use cases

You can use your Box integration to upload files to workflow steps or to download documents from steps and send them to Box.

Refer to the following Box developer documentation links to structure your API calls:

• Upload a file to Box
• Send a document sign request
• Create a task for a Box file