What Zapier Does

According to Zapier themselves, “Zapier is a tool that helps you automate repetitive tasks between two or more apps, no code necessary.”

That means you can use Zapier to move information from one app to another automatically rather than manually. Each automation process is called a Zap. Every Zap you create starts with a trigger (something that happens in one app) and then one or more actions (something else that happens in another app).

Triggers and Actions BoloForms Offer

‘Triggers’ are when something will happen in BoloForms and you can customize your automation flow according to that event.

‘Actions’ are when something will happen in some other application and you can customize what happens in BoloForms for that.

Currently There are 3 Triggers BoloForms offer -

New Form Response: In your zapier automation flow (zap) this trigger will occur whenever there is a new response for your selected form
New Template Response: Template response is also similar to new form responses, in BoloForms we offer customized template for signature that you can use multiple times just as per your need. This trigger will notify zapier about new Signature completion for that particular template
New Signature Completed: In BoloForms there is also one time sending Signature flows. When your Signature document is signed by all then this trigger will occur.

And we offer 2 Actions as well -

Send Form: You can use this event call in your zaps to automate the process of sending forms to your peers or to whom it may concern
Send Template For Signature: This event will help you to send a document for signature automatically from zapier flows, in connection with other applications as well. You can fully customize your template’s ‘Roles’ details, ‘Variable’ details and much more everything.

So How Do You Connect BoloForms with Zapier

Connecting BoloForms with Zapier is quite easy and that can help you build automation workflow around multiple applications or tools that you use.

The outline is:

Generate API key from BoloForms > Go to your Zapier Dashboard > Start by Creating a Zap > Choose BoloForms as the application you want to connect > Authenticate with BoloForms using the API key > 🎉Start Building you automation flows