With BoldSign integrated with Zapier, you can connect BoldSign with several external apps for eSignature workflow automation. These automations can reduce repetitive work, improve data consistency, and increase productivity. Organizations should separately evaluate the security, privacy, data-handling, and regulatory requirements of every connected application.
A variety of preconfigured Zap templates are available on the BoldSign integration page to help you set up common automations. Let’s dive into automated eSignature workflows and discover how BoldSign and Zapier can transform your document management experience.
In this blog post, we’ll explore seven eSignature workflow automation ideas that leverage the integration of BoldSign and Zapier.
To create a production BoldSign–Zapier workflow, you need a Zapier account and an eligible BoldSign API plan. You can use BoldSign’s sandbox mode to test supported Zapier workflows before moving them to production. If you have not yet created a BoldSign account, you can easily sign up for a free account to get started.
Triggers and actions
Let’s look at the supported BoldSign triggers and actions in Zapier. The triggers and actions serve as the fundamental building blocks of Zapier automation. Triggers are events that initiate actions. Actions are the specific operations executed within an app when a trigger condition is met.
Supported triggers
- Document Completed: This instant trigger runs after all required signers have completed the document.
- Document Sent: This instant trigger runs when a document is sent for signature. Authorized administrators can use Admin Mode to track sent documents at the organization level.
- Document Declined: This instant trigger runs when a signer declines a document. Admin Mode can be used for organization-level tracking when the connected user has the required permission.
Supported action
- Send Document from Template: This action creates and sends a signature request from an existing BoldSign template. During setup, select the required template, map recipient and form-field data, and choose whether the workflow should run in sandbox or production mode.
eSignature workflow automation ideas
The following are some useful eSignature workflow automation ideas. By integrating BoldSign with several other external apps in Zapier, you can leverage a multitude of advanced capabilities and streamline your processes further.
#1 Create BoldSign signature request for new entries
This automation is configured to generate and send a BoldSign signature request whenever a new entry is submitted through a form, such as Google Form or Typeform.
For example, if you are gathering user details through a Typeform survey, BoldSign can automatically generate a signature request for the relevant parties using the data from the Typeform whenever a new entry is submitted.
This automation saves time and streamlines the process of collecting signatures for forms or surveys created in Typeform. It ensures that once someone submits a form, the corresponding document is promptly sent for eSignature, minimizing delays and eliminating manual tasks.
#2 Send emails or messages about new BoldSign signature requests
The automation can be configured to send emails or messages to designated recipients, such as relevant stakeholders, signers, or individuals needing information about the document’s initiation, using email services or messaging platforms. These notifications contain essential details about the document, the sender, and any specific instructions for the signer.
For instance, if you send a signature request in BoldSign, notifications about it can be sent via Gmail to anyone who needs to be informed about the document’s initiation.
This automation ensures that all concerned parties are promptly notified when a signature request is sent. Providing real-time email notifications minimizes delays in the eSignature process, enhances communication, and expedites the workflow.
#3 Create contacts when BoldSign documents are completed
This seamless automation lets you add new contacts in popular applications like HubSpot and Salesforce every time a BoldSign document is successfully completed, eliminating the manual entry and ensuring that your contact list is always up to date.
The preconfigured template shown in the following image is available on the BoldSign Zapier integration page. This template allows you to create contacts automatically in HubSpot whenever a BoldSign signature request is completed.
#4 Track the declined BoldSign signature requests
When a document is sent for eSignature via BoldSign, signers receive the request. Occasionally, a signer might decline, indicating their decision not to sign. This automation records declined requests, capturing essential details like document ID, signer information, and the reason for decline in a specific location, which can be valuable for analysis and follow-up.
For example, if a BoldSign signature request is declined by a signer, the details can be recorded on a particular page in Google Sheets. This helps in maintaining a clear and organized record of declined requests.
#5 Track newly completed BoldSign documents
You can set up an automation where completed signature requests are automatically recorded in a designated location. The automation can record essential details of the completed request, such as the document title, signers, date, and any other pertinent information, facilitating the easy retrieval of completed document information in one centralized location.
For example, when a signer completes a document, its details can be automatically tracked and recorded on a specific page in Google Sheets. This streamlined process ensures easy management.
#6 Update CRM deals when BoldSign documents are completed.
This automation can update deals in apps like HubSpot and Pipedrive whenever a BoldSign signature request is completed. This integration streamlines the workflow for sales teams, ensuring that the latest contract information and client signatures are automatically synchronized with their corresponding deals.
By providing real-time updates, this automation enhances accuracy, reduces manual data entry, and helps sales representatives stay organized and responsive to client interactions, ultimately leading to a more streamlined and effective sales process.
The preconfigured template shown in the following image is available on the BoldSign Zapier integration page. This template allows you to update deals automatically in HubSpot whenever a BoldSign signature request is completed.
#7 Upload completed BoldSign documents to the cloud
When a document is fully signed by all parties involved in BoldSign, the request is marked as completed. This automation detects the completed document and automatically sends a copy to a specified location in your chosen cloud storage service. For example, if a signer completes a document, it can be stored automatically in a particular folder in OneDrive.
This automation ensures that all signed documents are securely stored in a centralized and easily accessible location. It simplifies document management, making it easier to find and retrieve signed documents when needed. Additionally, it serves as a backup, providing redundancy in case of data loss on the local device.
Conclusion
We appreciate your time reading these ideas for eSignature workflow automation with BoldSign and Zapier. Embark on your 30-day free trial now to experience the benefits of automating your eSignature procedures with BoldSign.
For more detailed information and step-by-step procedures, check our knowledge base articles on Zapier.
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