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Send Template For Signature - Zapier Action
Send Template For Signature - Zapier Action
Rida Ahsan avatar
Written by Rida Ahsan
Updated over 4 months ago

Introduction

Integrating BoloSign with Zapier allows you to automate the process of sending templates for signatures. This guide will walk you through setting up a Zap to send a template for signature in BoloSign using Zapier.

How to Send a template for signature in BoloForms using Zapier

On Zapier Dashboard

1. Click on Create

Click on Create

2. Click on New Zap

Click on New Zap

3. Click on Trigger and Choose any trigger for your zap

Click on Trigger and Choose any trigger for your zap

4. For actions type "Boloforms"

For actions type "Boloforms"

5. Click on BoloForms Signature

Click on BoloForms Signature

6. Click on event dropdown

Click on event dropdown

7. Click on Send templates for signature…

Click on Send templates for signature…

8. Click on Continue

Click on Continue

9. Choose your account

Choose your account

10. Click on Connect a new account to add a new account

Click on Connect a new account to add a new account

11. For connecting new account add your api key here

For connecting new account add your api key here

12. Add a sample username

Add a sample username

13. Click on Yes, Continue to BoloForms Signature

Click on Yes, Continue to BoloForms Signature

14. Choose your account

Choose your account

15. Click on continue

Click on continue

16. Click on Select your template dropdown to select a template

Click on Select your template dropdown to select a template

17. Now all the necessary fields you need to fill to send this template, fill the role details

Now all the necessary fields you need to fill to send this template, fill the role details

18. Type value for Role - Name [usually you need will map this from trigger values]

Type value for Role - Name [usually you need will map this from trigger values]

19. You can Type values for you custom variables as well - [usually you need will map this from trigger values]

You can Type values for you custom varibles as well - [usually you need will map this from trigger values]

20. Once you have filled all the required fields - Continue

Once you have filled all the required fields - Continue

21. Click on Test step

Click on Test step

22. When the Test finishes - Click on Publish, All Done!

When the Test finishes - Click on Publish, All Done!

FAQs

  1. What are the Send Templates for a Signature event?
    This event allows you to send a predefined template for signature in BoloSign, automating the process through Zapier.

  2. 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.

  3. What applications can I use with this Zap?
    You can integrate with a wide range of applications in Zapier to automate actions, such as Google Docs, Gmail, Slack, and more.

  4. 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 "Send Templates for Signature" action in Zapier with BoloSign allows you to automate workflows and streamline processes by sending templates for signature based on triggers. By following these steps, you can easily integrate BoloSign with Zapier and create efficient automated workflows for your business needs.

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