How to add the BoldSign document in a SharePoint list, when the status (completed, declined) changes?

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 to My flows, and select New 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 and List 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.