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Automating BoldSign eSignature Integrations on Zapier A Complete Guide

Automate Your eSignature Workflows with BoldSign Integrations on Zapier

We’re excited to share that the BoldSign eSignature integrations are now available on Zapier. You can connect BoldSign with over 5,000 external applications on Zapier, streamlining the eSignature process by enabling you to automate document workflows based on the document sent, declined and completed, and send signature request.

Whether you’re an HR professional, relators, healthcare providers, financial institution, law firms, or someone looking to streamline document workflows, this blog post is for you. In this post, we’ll show you how to integrate BoldSign with Zapier and automate your document workflows efficiently.

Automating routine manual work can save a significant amount of time, increase productivity, and eliminate manual errors. For instance, let’s say you are an HR manager responsible for the new employee on-boarding process. Typically, you would receive new hire data via Google Forms and manually create and send the eSignature document based on that data. Once the agreement is signed, you would need to download the document and upload it to your company’s Google Drive. Let’s see how to automate this process on Zapier.

To get started, all you need is a valid Zapier account and a BoldSign account, which can be a paid or free sandbox account. If you don’t have a BoldSign account yet, don’t worry – you can sign up for a free account now.

Triggers and actions

When it comes to automation, triggers and actions are the key building blocks in Zapier. Triggers are events that cause an action to occur, while actions are the operations performed on an app when the trigger condition is satisfied. 

BoldSign offers a range of triggers and actions in Zapier that can help you automate your eSignature workflows with ease. Here’s what you need to know about BoldSign’s supported triggers and actions: 

Supported triggers

  • Document Completed: This trigger fires instantly when all signers complete a document.
  • Document Sent: This trigger fires instantly when a document is sent out for signature.
  • Document Declined: This trigger fires instantly when a signer declines a document.

With these triggers, you can automate actions on other connected apps. For example, you could automatically upload a document in Google Drive when a document is completed in BoldSign or update a Google Sheets with newly sent signature request details.

Supported actions

  • Send Document From Template: This action creates and sends a new document for signature based on a BoldSign template.

To perform this action, you need to provide the following information: 

  • Choose Template: Select a template from your BoldSign account. If you don't have a template yet, you can easily create one by following the instructions provided in the BoldSign templates and how to create a template

With this action, you can create and send new signature requests automatically when a trigger event occurs in a connected app. For example, you could create a new signature request in BoldSign whenever a new entry is made in Typeform or when a particular Pipedrive deal reaches a specific stage.

Creating Zaps

Zaps can be created in Zapier either from existing templates or from scratch. We have included several templates for popular integrations on the BoldSign Zapier integration page to make it easier for you to get started. You can start creating a Zap using one of these templates, or you can create a Zap from scratch if your use case is not covered by the existing templates. 

zappier templates menu

In this blog post, we will create Zaps in Zapier to automate the previously discussed HR manager scenario. Here’s an overview of the process flow and the apps that will be used: 

  • First, the required details from the employees are received using Google Forms.
  • Once the employee has filled in the form and submitted the response, a new signature request in BoldSign with the employee details will be created and sent to them for e-signing.
  • Once the employee has signed the document, the completed document will be uploaded to Google Drive for safekeeping.

To make this process easier to understand, look at the below flowchart that demonstrates the workflow. 

Flow diagram of use of zappier

We should create two Zaps for our scenario. Before moving into Zap creations, assume that you have created a form in Google Forms with required fields and share it to the new employee named “Alex Gayle”. He has filled in the form and submitted the response.

#1 Send document from template in BoldSign when new form response in Google Forms

To automate the process of creating a new signature request in BoldSign, we need to create a Zap in Zapier that triggers when a new response is submitted in Google Forms. 

However, before creating a Zap for this, we should have a BoldSign document template. Because the BoldSign action in the Zap requires a template to send the document for signature. You can create a new template in the BoldSign web application or use an existing one. If you’re not familiar with BoldSign templates, check out the linked article.

Now, let’s create a Zap in Zapier for connecting these two apps. 

  • After logging into the Zapier account, on the dashboard page, let’s start creating the Zap by specifying the following details.
Creating Zap
  • Clicking the Try it button will take you to the Zap creation page.
  • In the Trigger column, select the form you want to use from the Google Forms and test the trigger. The recent submission details will be displayed.
zap recent submission details
  • On the Action section, under Action column, choose the BoldSign template and select value for Sandbox Mode. On selecting True the signature request will be sent in sandbox mode, allowing you to test the integration without consuming API credits.
  • Recipient name, recipient email, CC, etc., values will be prompted. Assign the Google Forms values for Recipient Name and Recipient Email.
signature request created
  • On testing the trigger, a new signature request will be created in BoldSign and sent to the recipient for signature.
signature request created
  • The below screenshot shows the created signature request document’s overview page in the BoldSign web application.
created signature request document’s overview page
  • Publish the Zap and turn it on. Thus, upon every submission on Google Forms, a new signature request will be created in BoldSign.

#2 Upload file in Google Drive when document completed in BoldSign

Now, let’s assume that the new engineer “Alex Gayle” has signed the signature request successfully and the document is now marked as completed. 

Next, we have to upload the completed document to Google Drive. Automatically uploading completed BoldSign signature request documents to Google Drive provides a convenient way to store completed documents safely in the cloud and access them whenever needed. By setting up this automation, manual document transfers are no longer necessary. Let’s create a Zap in Zapier for connecting this. 

  • On the Zapier dashboard page, let’s start creating the Zap by specifying the following details.
creating the Zap using file upload from drive
  • Clicking the Try it button will take you to the Zap creation page.
  • In the Trigger section, connect the BoldSign account and test the trigger. The recently completed document details will be displayed.
summary of recent completed details
  • In the Action section under Action column, select the drive and the folder in which the files have to be uploaded. Also, specify the File as Signed Document and specify the File Name.
upload file to drive
  • On testing this trigger, the recently completed BoldSign document will be uploaded to the Google Drive.
Document uploaded to drive
  • Publish the Zap and turn it on. Thus, whenever a signature request is completed in BoldSign, the completed document will be uploaded to Google Drive automatically.

The required Zaps are created for our scenario. You can view the created Zaps on the Zaps page in Zapier. 

Successful upload of document

Now we have successfully automated the employee on-boarding agreement process, which means that from now on, when a new employee joins the company, there will be no need for manual efforts to complete the on-boarding agreement process. These automations, created in Zapier, save a significant amount of time and eliminate the possibility of human errors, making the process more efficient and reliable. 

Conclusion

Thanks for reading this far. I hope that the information provided will help you to streamline your eSignature processes. You can get started with BoldSign today using the 30-day free trial and automate your eSignature workflows using BoldSign integrations on Zapier.
We would love to hear your feedback on this article, so please feel free to leave your comments in the section below. If you have any further questions or would like to learn more about our automation capabilities, you can reach us through our support portal or request a demo on our website.

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