Category / Section
How to add the completed document in a SharePoint list?
Published:
2 mins read
Integrating BoldSign with SharePoint using Power Automate provides a convenient way to manage documents. In this setup, BoldSign acts as the trigger app, while SharePoint functions as the action app.
Follow the steps below to add the completed document to a SharePoint list:
- 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
option and adding BoldSign as the connection.
- Once you have created the connection, click
Create
, navigate toMy flows
, and selectNew flow
to create your workflow.
- A Designer page will open. Disable the
New designer
button.
- You will be directed to the trigger page. Choose
BoldSign
as the trigger app.
- Then choose a Webhook event as
Completed
and click theNext step
button.
- You will be directed to the Action page. Choose
SharePoint
as the action app.
- Choose action as
Create item
.
- Enter the SharePoint parameters in the
Site Address
andList Name
fields. - Then click the
Save
button and test the flow.
- You have successfully integrated BoldSign with SharePoint using Power Automate. Now, whenever a document is completed, it will automatically be added to the SharePoint list.