How to store the newly completed documents as records in Airtable?

By utilizing the BoldSign with Zapier integration, you can effortlessly store newly completed documents as records in Airtable. A pre-configured template is available on the BoldSign Zapier integration page for this scenario. Once the Zap template is activated, all your completed signature requests will be automatically logged as Airtable records, eliminating the need for any additional clicks or keystrokes.

Follow the below steps to store the newly completed documents as records in Airtable:

• Open the link Store the newly completed documents as records in Airtable and click the Try this template button.

• The Zap creation page will now open, allowing you to start setting the pre-configured template.
• Add a relevant title for the template and proceed to set up the template.
• In the trigger section, BoldSign is set as the default trigger app, and Document Completed is the trigger event.
• Connect your BoldSign account and test the trigger to ensure it functions correctly.

• For the action, Airtable is pre-set as the action app, and Create Record is the action event.
• Link your Airtable account and map the Base and Table fields where you want to store the newly completed document details.
• The fields added in the Airtable table will be displayed one below the other. Ensure that you map those fields accordingly and then click the Continue button.

• Test the action. Once the test is successful, publish the Zap, and turn it on.
• Thus, whenever a new document is completed in BoldSign, a record will be automatically created in Airtable.