How to track the declined BoldSign signature requests using Google Sheets?

The BoldSign Zapier integration offers a convenient solution to automatically track newly declined BoldSign signature requests using Google Sheets. This feature allows you to consolidate the details of all your declined documents in one central location. To automate this process, you can utilize the pre-configured Zap template found on the BoldSign Zapier integration page.

Follow the below steps to track newly declined BoldSign signature requests using Google Sheets:

• Navigate to the link Track new declined BoldSign signature request using Google Sheets and review the Zap details.

• Click the Try this template button, which will redirect you to the Zap creation page.
• Provide a suitable title for your Zap at the top of the page, and then proceed to set up the Zap.
• By default, the trigger app is set as BoldSign, and the trigger event is Document Declined.
• Connect your BoldSign account and test the trigger to ensure its proper functionality. Once validated, click Continue to move on to the next section.

• In the Action section, the action app is pre-set as Google Sheets, and the action event is Create Spreadsheet Row.
• Then, connect your Google Drive account and select the desired spreadsheet and worksheet where you want to store the details of the newly declined BoldSign documents.
• The fields added to the specific spreadsheet will be listed sequentially.
• Fill in the necessary fields and test the action to ensure its proper functioning. Once verified, activate your Zap to initiate the automation.

• Thus, the declined BoldSign document details will be automatically tracked in the designated Google Sheets spreadsheet.