Introduction
Integrating BoloSign with Make.com (formerly Integromat) using the New Template Response trigger allows you to automate workflows based on template responses. This guide will walk you through setting up a scenario in Make.com to handle template responses efficiently.
Make dashboard
1. Click on + Create a new scenario
2. Click on + icon
3. Type "boloforms"
4. Click on BoloForms Signature - Automate your document sending process…
5. Select New pdf template response
6. Click on Create a webhook
7. Add a webhook name
8. Select an existing connection
Or you can add a new connection using your BoloForms - Make API key
9. Click on Enter your template link
10. Click on the particular template's response button
11. Copy the template URL from the browser's top
Back in make
12. Paste the template URL
13. Click on Save
14. Click on OK
15. Click on Run once
16. Once the process is waiting for a response
You need to fill in a demo response(send the signature and sign a demo response) in your template 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.
17. Click on Send For Signatures
18. Finish Signing the template
19. And this step will run successfully
20. You will receive response data like this that you can use in the next steps
FAQs
How do I integrate BoloSign with Make.com?
Ans. Log into Make.com, create a new scenario, add the BoloForms app, and connect using your API key from BoloSign.
What is the New PDF Template Response trigger?
Ans. The New PDF Template Response trigger initiates a workflow in Make.com whenever a new template response is submitted in BoloForms.Can I 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 template response is captured correctly.How is the response data used in Make.com?
Ans. The captured response data can be used in subsequent steps of your workflow in Make.com 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 Make.com.
Conclusion
Setting up the New Template Response trigger for BoloSign in Make.com automates your workflow, ensuring that all template responses are efficiently managed. By following these steps, you can integrate BoloSign with Make.com, allowing seamless data transfer and automation for your business processes.