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Send Template For Signature - Zapier Action
Send Template For Signature - Zapier Action
Arian Shaikh avatar
Written by Arian Shaikh
Updated over a week ago

How to Send a template for signature in BoloForms using Zapier

On Zapier Dashboard

1. Click on Create

Click on Create

2. Click on New Zap

Click on New Zap

3. Click on Trigger and Choose any trigger for your zap

Click on Trigger and Choose any trigger for your zap

4. For actions type "Boloforms"

For actions type "Boloforms"

5. Click on BoloForms Signature

Click on BoloForms Signature

6. Click on event dropdown

Click on event dropdown

7. Click on Send templates for signature…

Click on Send templates for signature…

8. Click on Continue

Click on Continue

9. Choose your account

Choose your account

10. Click on Connect a new account to add a new account

Click on Connect a new account to add a new account

11. For connecting new account add your api key here

For connecting new account add your api key here

12. Add a sample username

Add a sample username

13. Click on Yes, Continue to BoloForms Signature

Click on Yes, Continue to BoloForms Signature

14. Choose your account

Choose your account

15. Click on continue

Click on continue

16. Click on Select your template dropdown to select a template

Click on Select your template dropdown to select a template

17. Now all the necessary fields you need to fill to send this template, fill the role details

Now all the necessary fields you need to fill to send this template, fill the role details

18. Type value for Role - Name [usually you need will map this from trigger values]

Type value for Role - Name [usually you need will map this from trigger values]

19. You can Type values for you custom variables as well - [usually you need will map this from trigger values]

You can Type values for you custom varibles as well - [usually you need will map this from trigger values]

20. Once you have filled all the required fields - Continue

Once you have filled all the required fields - Continue

21. Click on Test step

Click on Test step

22. When the Test finishes - Click on Publish, All Done!

When the Test finishes - Click on Publish, All Done!

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