Introduction
Integrating BoloSign with Zapier allows you to automate the process of sending forms. This guide will walk you through setting up a Zap to send a form using BoloSign.
Let’s see how you can automate the form-sending process with BoloSign and Zappier
On Zapier Dashboard
1. Click on Create
2. Click on New Zap
3. Add any trigger as per your need
4. Continue with the trigger
5. Optional - You can test your trigger
6. Click on Continue with selected record
7. Now for action - Type "BoloForms"
8. Click on BoloForms Signature
9. Choose the event - Send Form
10. Click on Send Form…
11. Click on Continue
12. Click on Choose an Account
13. You can create a new account or continue with existing one
14. When connecting new account - enter you API key
15. Enter a sample user name
16. Click on Yes, Continue to BoloForms Signature
17. Choose an Account to continue
18. Click on Continue
19. Select a form, from the dropdown
20. Enter an email to whom you want to send email
Mostly you might map this field value from your trigger
21. Type Mail Subject - or map from trigger
22. Type Add a Message - or map from trigger
23. Type Sender Name - or map from trigger
24. Click on Continue
25. Click on Test step
26. And Publish - Done! your zap is on! It was easy
FAQs
How do I connect BoloSign with Zapier?
Log into Zapier, create a new Zap, select BoloForms Signature as the action app, and connect using your API key.What is the Send Form event?
This event allows you to send a predefined form in BoloSign, automating the process through Zapier.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 integrate with 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 "Send Form" action in Zapier with BoloSign allows you to automate workflows and streamline processes by sending forms based on triggers. By following these steps, you can easily integrate BoloSign with Zapier and create efficient automated workflows for your business needs.