Precisely integration with Box
How to Save new signed Precisely contracts in Box
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Save new signed Precisely contracts in Box" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Precisely integrations
Precisely actions
Nekton can use any feature that is available in Precisely API.
Using our advanced AI, you can easily create custom automations for Precisely.
Here are some typical actions you can do in your automated workflows.
Add Metadata Point to a Document
Adds a metadata point to a document.
Create Contract From Template
Creates a contract project from a template.
Add Signee to Project
Adds a signee to all contracts for a project.
Add Signee to a Contract
Adds a signee to a contract.
Find Metadata Points for a Document
Finds metadata points for a document.
Find a Template
Finds a template for an organization.
About Precisely
Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.