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How to add the completed document in a SharePoint list?

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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.

Connections

  • Once you have created the connection, click Create, navigate to My flows, and select New flow to create your workflow.

New flow

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

Trigger page

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

Trigger app

  • Then choose a Webhook event as Completed and click the Next step button.

Webhook event

  • You will be directed to the Action page. Choose SharePoint as the action app.

SharePoint

  • Choose action as Create item.

Action

  • Enter the SharePoint parameters in the Site Address and List Name fields.
  • Then click the Save button and test the flow.

Parameters

  • 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.
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