Introduction
Integrating BoloSign with Pabbly Connect allows you to automate the process of sending forms to recipients. This guide will walk you through setting up a workflow in Pabbly Connect to send forms automatically using BoloSign.
Dashboard | Pabbly Connect
1. Click on Create Workflow
2. Type "Send form flow"
3. Click on Create
4. In the action section Type "Boloforms" and select the app
5. Select send form as the action event
6. Click on Connect
7. Select Add New Connection
8. Enter you API key
9. Click on Save
10. Select the form from the dropdown
11. Enter the email to whom you want to send the form
You can also map the email from previous steps as well
12. Rest of the fields are optional
13. Click on Save & Send Test Request
14. You will see this response
FAQs
How do I connect BoloSign with Pabbly Connect?
Ans. Log into Pabbly Connect, create a new workflow, select BoloForms Signature as the app, and connect using your API key.Where do I find my API key in BoloForms?
Ans. Navigate to Settings > Integrations in your BoloForms dashboard and copy the API key.Can I map the recipient's email from previous steps in Pabbly Connect?
Ans. Yes, you can map the recipient's email from previous steps in the workflow setup.Are there any mandatory fields when setting up the Send Form action?
Ans. The only mandatory field is the recipient's email. All other fields are optional but can be used to provide additional information.How do I know if the form has been sent successfully?
Ans. After clicking "Save & Send Test Request," you will receive a response indicating whether the form has been sent successfully.Can I use this workflow to send different forms?
Ans. Yes, you can select different forms from the dropdown menu for each workflow you create.
Conclusion
Setting up the Send Form action in Pabbly Connect with BoloSign automates your form distribution process, making it efficient and hassle-free. By following these steps, you can easily integrate BoloSign with Pabbly Connect and streamline the process of sending forms to recipients. This integration ensures that your workflows are automated and your forms reach the intended recipients without manual intervention.