How to create tasks in Todoist when new document is sent out for signature?

With BoldSign Zapier integration, you can automate the creation of a task in Todoist whenever a new document is sent for signature through BoldSign. In this scenario, BoldSign serves as the trigger app, while Todoist acts as the action app. A pre-configured template is readily available on the BoldSign Zapier integration page.

Follow the below steps to create tasks in Todoist when new documents are sent for signature using Boldsign:

• Navigate to the link Create tasks in Todoist when new documents are sent for signature using Boldsign 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 with the setup process.
• By default, the trigger app is set as BoldSign, and the trigger event is Document Sent.
• 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 Todoist, and the action event is the Create Task.
• Connect your Todoist account and map the required fields such as Title, Note, and other details based on your needs.

• Test the action to ensure its proper functioning. Once verified, activate your Zap to initiate the automation.
• Thus, whenever a document is sent out for signature in BoldSign, a task will be automatically created in Todoist.