How to track newly completed BoldSign signature requests using Google Sheets?

The newly completed BoldSign signature requests can be tracked on Google Sheets using the BoldSign Zapier integration, facilitating the easy retrieval of completed documents in one centralized location. To automate this workflow, simply utilize the pre-configured Zap template available on the BoldSign Zapier integration page.

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

• Navigate to the link: Track new completed BoldSign documents using Google Sheets and check the Zap details.

• Click the Try this template button to open the Zap creation page.
• Add the relevant title for your Zap at the top of the page, and then proceed with the setup process.
• Trigger: By default, the trigger app is set as BoldSign, and the trigger event is Document Completed.
• Connect your BoldSign account and test the trigger to ensure its proper functionality. Once checked, click Continue to move on to the next section.

• Action: The action app is pre-set as Google Sheets, and the action event is Create Spreadsheet Row.
• Next, connect your Google Drive account and choose the preferred spreadsheet and worksheet where you wish to store the details of the newly completed BoldSign documents.
• The fields added to the specific spreadsheet will be listed sequentially.
• Fill in the required fields and test the action to ensure its proper functioning. Once verified, activate your Zap to initiate the automation.

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