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How to add the BoldSign document in a SharePoint list, when the status (completed, declined) changes?
Published:
2 mins read
You can seamlessly integrate BoldSign with SharePoint using Power Automate to automatically add documents to a SharePoint list when their status changes. In this setup, BoldSign serves as the trigger app while SharePoint operates as the action app.
Follow the steps below to add the BoldSign document to a SharePoint list, when the status changes:
- 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.
- After connecting your BoldSign account with Power Automate, click
Create
, go toMy flows
, and selectNew flow
to set up a new 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 to listen to specific document status changes e.g., completed, declined, etc, and click the
New step
button.
- You will be directed to the Action page. Choose
SharePoint
as the action app.
- Choose action as
Create item
which will add the BoldSign document in a SharePoint list when the status changes.
- Configure the SharePoint parameters by entering details in the
Site Address
andList Name
fields. - Then click the
Save
button and test it to ensure that it is working properly.
- You have successfully integrated BoldSign with SharePoint using Power Automate. Now, whenever a document status changes, it will automatically be added to the SharePoint list.