Introduction
Using Make.com to automate your form-sending process with BoloSign enhances workflow efficiency. This guide provides step-by-step instructions on setting up an automation scenario to send forms via BoloSign using Make.com.
In Make Dashboard
1. Click on Create a new scenario
2. Click the + to add BoloForms app
3. Search"Boloforms"
4. Click on BoloForms Signature - Automate your document sending process…
5. Click on Send Form…
6. Click on Add
7. Add a connection name
8. Click on Enter your API Key
to obtain the API key
9. Click on Setup
10. Copy the API key
Back in make.com
11. paste your API key
12. Click on Save
13. Now Enter the form link
In the BoloForms dashboard
14. Go to the responses page of the form
15. Copy the URL from the browser's top
16. Back to make.com paste the form link
17. Enter your respondent's email
You can map the email from previous triggers as well
18. After finishing the details click on OK
19. Click on Run once
20. After it runs successfully
21. You will see this output response
FAQs
How do I connect BoloSign with Make.com?
Ans. Log into Make.com, create a new scenario, add the BoloForms app, and connect using your API key from the BoloSign settings.What is the purpose of the Send Form action in Make.com?
Ans. The Send Form action automates the process of sending forms to recipients using data from BoloSign.Can I map the respondent's email from previous triggers in Make.com?
Ans. Yes, you can map the respondent's email from previous triggers in your Make.com scenario setup.Is there a way to test the integration before going live?
Ans. Yes, you can use the "Run once" feature in Make.com to test the scenario and ensure the form is sent correctly.What happens if the form link is incorrect?
Ans. If the form link is incorrect, the scenario will not be able to send the form, and you will need to correct the link and test again.
Conclusion
Integrating BoloSign with Make.com enhances your automation capabilities by allowing you to send forms seamlessly. By following these steps, you can set up a scenario to automate form sending, ensuring efficient and timely distribution of documents. Make.com's robust features combined with BoloSign's functionality provide a powerful tool for streamlining your workflow.