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How to create tasks in Todoist when new document is sent out for signature?
Published:
2 mins read
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 isDocument 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 theCreate 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.