Where do you put the files you collect through your web forms? If your CRM running out of storage space due to the flood of PDFs and other files from your web forms, FormAssembly is here to help. With the addition of Box and Dropbox connectors, we’re expanding our suite of integrations to streamline your organization’s file storage, sharing, and collaboration—while keeping everything secure.
Seamlessly Collect File Uploads with Web Forms
The functionality of these new connectors couldn’t be easier. With the Box or Dropbox integration, you can automatically upload and store files submitted through your web forms directly into your Box or Dropbox accounts, whether personal or organizational.
Once the files are uploaded, you can securely collaborate with your team, take advantage of tools like e-signatures and file editing, and even reference file URLs in your forms to allow the owner to update files while keeping everything synced.
Why It’s Better? No Middlemen.
The best part? These integrations are natively built into FormAssembly’s workflow platform, creating a direct connection with Box or Dropbox—no third-party tools in the middle. This means faster, more reliable file transfers and less risk of data bottlenecks.
Plus, if you’ve established a Business Associate Agreement (BAA) with FormAssembly and Box or Dropbox, you can securely upload sensitive files, including those containing Protected Health Information (PHI), and remain fully compliant.
Not a Box or Dropbox User? No Problem.
FormAssembly also offers seamless file storage integrations with Microsoft Sharepoint and Google Drive, ensuring you can choose the best storage solution for your organization.
See these connectors in action
Box connector tutorial
Box’s content cloud offers secure collaboration, content management, and workflow tools powered by AI. If your organization uses Box, this integration allows you to securely collect files as a part of your FormAssembly workflows.
Dropbox connector tutorial
Dropbox offers secure file storage and transfers used by teams all over the world. If your organizations uses Dropbox, you can collect files as a part of your FormAssembly workflows and securely pass them to your Dropbox account.
Ready to Streamline Your File Upload Process?
Interested in improving your file upload processes? Get a personalized walkthrough of any of FormAssembly’s connectors by scheduling some time with our experts.
If you’re already a FormAssembly customer, reach out to your account manager or contact the sales team to purchase either of these integrations and enable them in your account.
