Introduction
Setting up a New Template Response trigger in Pabbly Connect for BoloSign allows you to automate workflows based on template responses. This guide will help you configure the integration and handle responses efficiently.
Dashboard | Pabbly Connect
1. Click on Create Workflow
2. Enter a workflow name
3. Click on Create
4. Search for "BoloForms" and select the app
5. Choose New Template Response as the trigger event
6. Click on Connect
7. Select Add New Connection / or you can also select existing connection
8. Enter a connection name
9. Enter your API key
10. Click on Integrations
11. Click on Setup
12. Copy the API key
Back to Pabbly
13. Paste your API key
14. Click on Save
15. From the dropdown select a PDF template
16. Click on Save & Send Test Request
17. Once it is waiting for a response, you need to fill in a dummy response (signature) for that template
18. Finish the signing
Back to Pabbly
19. You will see the response data variables that you can use in subsequent steps
FAQs
How do I integrate 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.What is the New Template Response trigger?
Ans. The New Template Response trigger initiates a workflow in Pabbly whenever a new template response is submitted in BoloForms.Can I test the integration before going live?
Ans. Yes, you can use the "Save & Send Test Request" button in Pabbly to capture a test response from a dummy submission in BoloForms.How is the response data used in Pabbly?
Ans. The captured response data can be used in subsequent steps of your workflow in Pabbly to automate actions based on the template response.Is it necessary to create a new connection every time?
Ans. No, you can use an existing connection if it is already set up in Pabbly.
Conclusion
Setting up the New Template Response trigger for BoloSign in Pabbly Connect automates your workflow, ensuring that all template responses are efficiently managed. By following these steps, you can integrate BoloSign with Pabbly, allowing seamless data transfer and automation for your business processes.