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How to send BoldSign signature requests to new Salesforce contacts?

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2 mins read

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.

Salesforce new contacts

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

Try this template section

  • 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.

trigger 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.

Action section

  • 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.

Signature request mail

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