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How to fetch variable values from Airtable into Templates in BoloSign?
How to fetch variable values from Airtable into Templates in BoloSign?

Learn how to integrate Airtable with BoloSign to auto-fill templates, streamline document workflows, and save time.

Rida Ahsan avatar
Written by Rida Ahsan
Updated over 2 weeks ago



Introduction

BoloSign now allows users to fetch variable values directly from Airtable into document templates. This new feature helps businesses automate document creation by dynamically inserting relevant data from Airtable records into contracts, agreements, and other essential documents. By reducing manual entry and ensuring consistency, this integration enhances efficiency and accuracy in document management.

Step 1: Access the Airtable Integration in BoloSign

  1. Log in to your BoloSign account.

  2. Navigate to Settings > Integrations.

  3. Click on Airtable to start the integration process.

Step 1 screenshot

2. Click on Install
A new authentication window will appear requesting access to your Airtable account.

Step 2 screenshot

3. Click on Sign in to log in to your Airtable account.

Step 3 screenshot

4. Authorize BoloSign to access your Airtable data by clicking on Allow Access.

Step 4 screenshot

5. Click on Add a Base to select the Airtable base containing the data you want to fetch.

Step 6 screenshot

6. Choose the correct Airtable Base and table that contains the variable values.

Step 7 screenshot

7. Click on Confirm Selection to proceed.
Airtable has been connected with BoloSign

Step 8 screenshot

8. Select the Correct base from Airtable which variables have to be fetched in BoloSign

Step 9 screenshot

9. Navigate to Templates in BoloSign.

  1. Click on Upload PDF and select the document where you want to insert Airtable data.

Step 10 screenshot

10. Once the document has been Uploaded - "Click on Variables"

Step 11 screenshot

11. Refresh the Airtable Variables

Step 12 screenshot

12. Select Airtable Variables from the dropdown.

  1. Map the appropriate Airtable fields to the template placeholders:

  • Employee Name{Employee Name}

  • Job Title{Job Title}

  • Employment Start Date{Employment Start Date}

  • Salary{Base Salary}

  • Work Location{Work Location}

Step 13 screenshot


13. Map the appropriate Airtable Fields in your Template

Step 18 screenshot

14. Add the required Field such as Signature.

Step 19 screenshot

15. Click on Save

Step 20 screenshot


16. Under the AirTable Integration
1. Select Record

Step 21 screenshot

17. Choose the Table to get all the records

Step 23 screenshot

18. Select the Variable Information.

Step 24 screenshot

19. You can leave the variables empty as well

Step 28 screenshot

20. Add the Email Body and Subject
"Type @ to access the custom variable dropdown option"

Step 30 screenshot

21. Click on Send

Step 31 screenshot

22. Click on Send Via Email

Step 32 screenshot


For Signer -

23. Click on Start Signing

Step 33 screenshot

24. Fill All the Required Fields

  1. The document will automatically map with the required fields based on the Airtable data.

Step 34 screenshot

Importance of This Feature

Manually filling out agreements and contracts with repetitive details can be time-consuming and prone to errors. Integrating Airtable with BoloSign provides several advantages:

  • Time Efficiency: Automates the process of inserting key details into templates, eliminating the need for manual data entry.

  • Error Reduction: Ensures that the correct data is always used, minimizing the risk of inconsistencies in contracts.

  • Workflow Automation: Streamlines document creation by fetching values from Airtable automatically, making it easier to send contracts for signatures.

  • Scalability: Businesses handling multiple contracts daily can save significant effort by pulling structured data from Airtable.

  • Ideal for Various Use Cases: The feature is particularly useful for employment agreements, vendor contracts, sales proposals, lease agreements, and HR documentation.

Conclusion

The ability to fetch variable values from Airtable into BoloSign templates simplifies document automation, reduces human errors, and enhances workflow efficiency. This integration is particularly useful for businesses handling large volumes of contracts and agreements that require pre-filled information. By leveraging Airtable’s structured data with BoloSign’s eSignature capabilities, organizations can save time and streamline their documentation processes.

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