Saving webmerge documents and docusign documents to contact filebox

Max Classic
#1

I am trying to automate signed documents or web merge documents to save to the contacts filebox with out having to upload manually, is this possible or will I have to add documents each time they are made.

#2

TheAPIGuys.com have a fairly clear tutorial on how to do this:

https://theapiguys.com/upload-file-to-infusionsoft-filebox/

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#3

I think you can also use PlusThis or MyFusionHelper to automatically add files to the Infusionsoft Filebox.

1 Like