Send Form - Zapier Action
Arian Shaikh avatar
Written by Arian Shaikh
Updated over a week ago

Let’s see how you can automate the form sending process with BoloForms and Zappier

On Zapier Dashboard

1. Click on Create

Click on Create

2. Click on New Zap

Click on New Zap

3. Add any trigger as per your need

Add any trigger as per your need

4. Continue with the trigger

Continue with the triger

5. Optional - You can test your trigger

Optional - You can test your trigger

6. Click on Continue with selected record

Click on Continue with selected record

7. Now for action - Type "BoloForms"

Now for action - Type "BoloForms"

8. Click on BoloForms Signature

9. Choose the event - Send Form

Choose the event - Send Form

10. Click on Send Form…

Click on Send Form…

11. Click on Continue

Click on Continue

12. Click on Choose an Account

Click on Choose an Account

13. You can create a new account or continue with existing one

You can create a new accoutn or continue with existing one

14. When connecting new account - enter you API key

When connecting new account - enter you API key

15. Enter a sample user name

Enter a sample user name

16. Click on Yes, Continue to BoloForms Signature

Click on Yes, Continue to BoloForms Signature

17. Choose an Account to continue

Choose an Account to continue

18. Click on Continue

Click on Continue

19. Select a form, from the dropdown

Select a form, from the dropdown

20. Enter an email to whom you want to send email

Mostly you might map this field value from your trigger

Enter an email to whom you want to send email

21. Type Mail Subject - or map from trigger

Type Mail Subject - or map from trigger

22. Type Add a Message - or map from trigger

Type Add a Message - or map from trigger

23. Type Sender Name - or map from trigger

Type Sender Name - or map from trigger

24. Click on Continue

Click on Continue

25. Click on Test step

Click on Test step

26. And Publish - Done! your zap is on! It was easy

And Publish - Done! your zap is on! It was easy

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