How to send BoldSign signature requests for new Typeform entries?

You can automate the creation of Boldsign signature requests for new Typeform entries using the BoldSign Zapier integration. In this case, Typeform is the trigger app and BoldSign is the action app. For this scenario, a pre-configured Zap template is available on the BoldSign integration page. To use this Zap, you must create Typeform to receive responses.

Follow the below steps to send BoldSign signature requests for new Typeform entries:

• Navigate to the link Send BoldSign signature requests for new Typeform entries and review the Zap details, then click the Try this template button.

• You will be directed to the Zap creation page. Here, add the relevant title at the top of the page.
• In the trigger section, by default, the trigger app is Typeform, and the trigger event is New entry.
• Connect your Typeform account and select a form from which details should be fetched and click the Continue button.

• Test the trigger to ensure its functionalities and click Continue to move to the next section.
• In the Action section, by default, BoldSign is the action app, and Send Document from Template is the action event.
• Connect the BoldSign account and choose a pre-set BoldSign template from the drop-down in the Choose Template field under the Action column. The label is the only supported form field that can be added to the template.
• Select True in the Sandbox Mode field to test the integration without consuming API credits.
• Fill in any other required fields and click the Continue button.
• Then, test the action to ensure its proper functioning, publish the Zap, and turn it on to activate the automation.

• Hence, whenever a new response is received on the Typeform. A document will be automatically sent to the signer. The document generated will contain pre-filled information based on the data submitted through the Typeform.