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Automatically Upload Signed Documents to Google Drive with Zapier Banner

Automatically Upload Signed Documents to Google Drive with Zapier

In several eSignature workflows, it’s crucial to upload and store signed documents in the cloud for future use. Uploading documents to the cloud offers numerous benefits, including centralized storage, cloud backup, and improved collaboration.

Manually performing this process involves tracking eSignature requests, downloading files from BoldSign, navigating to the appropriate folder in Google Drive, and then uploading the documents, which can be time-consuming and prone to errors. To streamline and optimize this workflow, automation is the key. With BoldSign’s Zapier integration, you can automate various eSignature workflows.

In this blog post, we will explore how to connect BoldSign and Google Drive using Zapier to upload completed eSignature documents automatically to Google Drive. You can apply the same approach to connect BoldSign with any other cloud storage app, as well.

Prerequisites

To begin, you will need valid Zapier, Google Drive, and BoldSign accounts, and the latter can be a paid or free sandbox account. If you don’t have a BoldSign account yet, you can sign up for a free account now.

Creating the Zap

A preconfigured Zap template is available for our scenario. Follow the next steps to create a Zap by connecting BoldSign and Google Drive apps in Zapier.

  1. Navigate to the Upload new completed BoldSign documents to Google Drive page and click the Try this template button.

    BoldSign with Google Drive
  2. Trigger section: The App & event section will be prefilled with "BoldSign" as the trigger app and "Document Completed" as the trigger event.

    App and Event
  3. In the Account column, link your BoldSign account and test the trigger in the Test column. Once the trigger is successfully tested, the recently completed document will be displayed.

  4. Action section: The App & event section will be filled automatically with "Google Drive" as the action app and "Upload File" as the action event. Connect your Google account in the Account column.

  5. In the Action section, select My Google Drive in the Drive field and choose the folder where you want the completed documents to be stored. Then, map the "Signed Document" value to the File field and map other required fields as needed.

    Action Column
  6. Test the action in the Test field to ensure its functionality. The recently completed document in BoldSign will be automatically uploaded to Google Drive.

  7. Double-check the details and Publish the Zap. You can view the created Zap on the Zaps page in Zapier.

    Created Zap

The automation of uploading completed documents to Google Drive has been successfully implemented. Now, whenever a BoldSign document is completed, it will be automatically uploaded to Google Drive. The following screenshot shows the completed document that was automatically uploaded to Google Drive.

Completed Doc

Conclusion

Thank you for reading! We hope that this automation will enhance your efficiency and convenience in streamlining eSignature workflows. Begin your 30-day free trial today to experience the benefits of automating your eSignature processes with BoldSign.

Access our knowledge base articles on Zapier for valuable guidance and instructions.

Also, check out our previous blog posts on Zapier:

We appreciate your feedback, so please share your comments below. If you need any further assistance, schedule a demo or contact our support team through our support portal.
Picture of Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.

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Picture of Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.

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