Jump to Content
PenboxGo to App
GuidesRecipesAPI ReferenceChangelog
Go to AppLog InPenbox
Guides
Log In
GuidesRecipesAPI ReferenceChangelog

Getting Started

  • Introduction to Penbox
  • Workspace Setup
    • Account Information
    • Branding
    • Domains & Emails Configuration
    • Invite your coworkers

PENBOX REQUESTS

  • Sending Requests
  • Processing Requests
  • Requests Statuses

PENBOX FORM STUDIO

  • Studio Basics
  • Automations
    • Triggers in Automations
    • Actions in Automations
      • API Action
    • Create a request as automation
  • Advanced Tools
    • Variables
    • Contact Settings
  • Script Mode
    • PenScript Operators
    • Penscript Logic
    • PenScript Inline Operations
    • List & Loops
    • Objects

PENBOX LISTS & CAMPAIGNS

  • Introduction to Lists and Campaigns
  • How to Create a Campaign
  • How to Plan, Pause, or Reschedule Your Campaign
  • How to Create a Customer Data Update Campaign with BRIO
    • Step 1: Adapt the Form Options for Customer Data Update
    • Step 2: Extract Customer Data from BRIO
    • Step 3: Create and Schedule the Campaign in Penbox
    • Step 4: Import back your data in BRIO

INTEGRATIONS

  • Default Integrations
    • BRIO
    • BrokerCloud
  • Custom Integrations with CONNECT
    • Demo form: Customer data update form
    • Get your credentials
    • Create your first request
    • Complete the Penbox request
    • Importing data back
    • Download response as PDF
    • Download attachment
    • Archive request
    • List requests
  • Send a document for signature via Connect (API)

PENBOX AI

  • AI Extension for Outlook
Powered by 

Building advanced Penbox forms

Suggest Edits

In this section, you will be guided to build more complex forms using pen-script expressions.

Updated 3 months ago


What’s Next
  • Advanced logic
  • Script Mode