How to send BoldSign signature requests to new Salesforce contacts?

By using the BoldSign with Zapier integration, you can automatically send signature requests through BoldSign to a newly added contact in Salesforce. In this scenario, Salesforce serves as the trigger app, and BoldSign acts as the action app. To simplify the process, you can use the pre-configured template on the BoldSign Zapier integration page.

To utilize this Zap, you must have a Salesforce account, as shown below.

Follow the below steps to send BoldSign signature requests to new salesforce contacts:

• Navigate to the link Send Boldsign signature requests to new salesforce contacts 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.

• Trigger: By default, the trigger app is Salesforce, and the trigger event is New Record.
• Connect your Salesforce account and select Contact in the Salesforce objects field under the Trigger column and click the Continue button.
• Test the trigger to ensure its functionalities and click Continue to move to the next section.

• Action: 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.
• Double-check all the details, publish the Zap, and turn it on to activate the automation.
• Hence, whenever a new contact is created on Salesforce. A document will be automatically sent to the signer.