Introduction
Integrating BoloSign with Zapier allows you to automate workflows by triggering actions based on new template responses. This guide will walk you through the process of setting up a BoloSign New Template Response trigger in Zapier to automatically upload signed PDFs to Google Docs.
Let’s see how you can add the trigger ‘New Template Response’. We will see how you can connect Google Docs with BoloSign.
Objective - Upload the signed pdf when everyone has signed the pdf for a BoloSignSignature Template
On Zapier Dashboard
1. Click on Create
2. Click on New Zap
3. Click on Trigger
4. Type "BoloSign"
5. Click on BoloSign
6. Choose an Event
7. Let's select ‘New Template Response…’
8. Click on Continue
9. Now You can choose an existing connection
Or also you can connect a new account with different api key
10. To connect new accoutn click on 'Connect a new account'
11. Enter API Key
12. Enter a sample user
13. Click on Yes, Continue to BoloSign
14. Choose any BoloSign account connection
15. Click on Continue
16. Now choose a template from the dropdown
17. We have the template 'test-03'
18. Click on Test trigger
19. Click on Continue with the selected record
20. Click on Google Docs for your next flow action
21. Let's choose an event for uploading a pdf file
22. Click on Upload Document…
23. Click on Continue
24. Click on Continue
25. Now add the file - we will upload the finished PDF
26. Click on Finished Pdf Url
27. Click on Specify Document Name
28. Chose what your file name should be
29. We have added the document name as 'Signer 1 name - Signed'
30. Click on Continue
31. Click on Skip test
Although you can test this step, as the finished PDF is not available yet, it will fail to upload to docs for testing purposes. This is an optional step so you can skip
32. Click on Skip test
33. Click on Publish - Done! you are good to go
FAQs
How do I connect BoloSign with Zapier?
Log into Zapier, create a new Zap, select BoloSign as the trigger app, and connect using your API key.What is the New Template Response trigger?
The New Template Response trigger activates the Zap whenever a new response is submitted for the selected template in BoloSign.Can 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 Google Docs, Gmail, Slack, 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 Template Response trigger in Zapier with BoloSign allows you to automate workflows and streamline processes by triggering actions based on template responses. By following these steps, you can easily integrate BoloSign with Zapier and create efficient automated workflows for your business needs.