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How to get notified via email when BoldSign's template send action fails?

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By integrating your email account with BoldSign using Power Automate, you will receive instant email notifications whenever the template send action in BoldSign fails. This ensures you’re promptly informed about the issue, allowing you to take immediate corrective action.

Follow the steps below to get notified via email when BoldSign’s template send action fails:

  • Open the link Power Automate and create your Power Automate account.
  • Then connect your BoldSign account with the Power Automate account by clicking the Connections menu and adding BoldSign as a connection.

Connections

  • Click on Create, go to My flows, and select New flow to start creating your flow.

New flow

  • A Designer page will open. Disable the New designer button.

Trigger

  • You will be taken to the trigger page. Choose BoldSign as the trigger app.

Trigger app

  • Then choose a Webhook event as TemplateSendFailed and click the New step button.

Webhook event

  • You will be directed to the Action page. Choose Microsoft Office 365 Outlook as the action app.

Microsoft office 365 outlook

  • Choose action as Send an email.

Action

  • On the send an email section, enter the below parameters on the To, Subject, and Body fields.
  • Then click the Save button and test your flow.

Configuration dialogbox

  • You’ve now successfully integrated BoldSign with your email account using Power Automate. If the template send action in BoldSign fails, you will be notified via email.
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