Introduction
Integrating BoloSign with Make.com (formerly Integromat) enables you to automate the process of sending forms to recipients. This guide will walk you through setting up a scenario in Make.com to send forms automatically using BoloSign.
In making dashboard
1. Click on + Create a new scenario
2. Click on the + button to add the boloforms app
3. Type "boloforms"
4. Click on BoloForms Signature - Automate your document sending process…
5. Click on New Form Response
6. Click on Add
7. Add a webhook name
8. Click on Add
9. Add a connection name
10. Click on Enter your API Key
11. Click on Setup
12. Click on the copy API key button
Back in make
13. Paste the API key
14. Click on Save
15. Click on Enter your form link
16. Go to the response page of a particular form
17. Copy the URL from the browser's top
18. back in make paste the form URL
19. Click on Save
20. Click on OK
21. Click on Run once
22. Once the process is waiting for a response
You need to fill in a demo response in your form to get all the response variables that you might use in subsequent steps, if you do not follow this step you might only see a few limited variables in your next step.
23. Submit the form with a demo response
24. Once you fill out the form
This step will run successfully
25. And you will see all the necessary variables in the output that you can use in the next steps
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.