Introduction
Integrating BoloSign with Zapier allows you to automate workflows by triggering actions based on new form responses. This guide will walk you through the process of setting up a BoloSign New Form Response trigger in Zapier.
Let’s see how you can activate the BoloSign New Form Response trigger from Zapier.
A details click-by-click process >
On Your Zapier Dashboard
1. Click on Create
2. Click on New Zap
3. Click on Trigger to setup a trigger
4. Type "BoloSign"
5. Click on BoloSign
6. Choose your event
7. Click on New Form Response…
8. Click on Continue
9. Click on Choose
10. Click on "Connect a new account"
11. An authentication Model will appear, Enter your API key here
12. Enter a username
13. Click on Yes, Continue to BoloSign
14. Now you can choose your account
15. Click on Continue
16. Choose your form, from the dropdown
17. Select your form and click on Continue
18. Click on Test trigger
19. This test response is a recent response for your from
The recent response is to help you map your fields in next steps of your flow
NB: if no response is available, you will receive a placeholder response rather than a real response.
20. Now you can choose any application for your actions - we chose gmail
21. Choose an event
We would like to send a new email to someone who have filled the form.
22. Click on Send Email…
23. Click on Continue
24. Click on Continue
25. Click on To, whom you want to send the email
26. We will select Respondent Email [..]
27. Click on Subject to add a subject to your email
28. Let's add the Form Title as the mail subject
29. Click on Enter text or Insert data……
30. For Body we will choose the Form Response
31. Click on Continue
You can add other fields for the email as well
32. Click on the Test step
Once the test finishes, you are good to go.
33. Click on Publish
And your automation is up and running
FAQs
What is the New Form Response trigger?
The New Form Response trigger activates the Zap whenever a new response is submitted for the selected form in BoloSignCan I test the trigger before activating the Zap?
Yes, Zapier allows you to test the trigger and see a sample response before finalizing the setup.What applications can I use with this Zap?
You can choose from a wide range of applications in Zapier to automate actions, such as Gmail, Slack, Google Sheets, and more.What should I do if the test response is not available?
If no recent response is available, Zapier will provide a placeholder response for you to map fields and complete the setup.
Conclusion
Setting up the New Form Response trigger in Zapier with BoloSign allows you to automate workflows and streamline processes by triggering actions based on form submissions. By following these steps, you can easily integrate BoloSign with Zapier and create efficient automated workflows for your business needs.