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How to send BoldSign signature requests for new RowShare rows?
Published:
2 mins read
The BoldSign Zapier integration can be used to send BoldSign signature requests automatically whenever a new row is added to the RowShare table. In this scenario, RowShare
acts as the trigger app, while BoldSign
serves as the action app. You can find the pre-configured template on the BoldSign Zapier integration page.
To use this Zap, you must set up a RowShare table based on your requirement, as shown below.
Follow the below steps to send BoldSign signature requests for new RowShare rows:
- Open the link Send BoldSign signature requests for new RowShare rows and review the Zap details.
- Click the
Try this template
button, and you will be directed to the Zap creation page. - Provide the relevant title at the top of the page and proceed to set up the template.
- In the trigger section, by default,
RowShare
is set as the trigger app, andNew Row
is the trigger event. - Connect your
RowShare
account and select theTable
from which you want to fetch the details. - Then, test the trigger and click the
Continue
button to move on to the next section.
- For the Action section,
BoldSign
is pre-set as the action app, andSent Document From Template
is the action event. - Connect the
BoldSign
account and choose the template from theChoose Template
field. The label is the only supported form field that can be added to the template. - Based on the chosen template, the fields will be displayed one below the other.
- Click
True
in theSandbox Mode
field to test the integration without consuming API credits. - Map any other required fields, then proceed to test the action. Once the test is successful, publish the Zap and turn it on.
- Hence, whenever recipient details are added to the RowShare table, a document will be automatically sent for signature. The generated document will contain pre-filled information based on the details updated in RowShare.