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How to create a SharePoint file when the status (completed, declined) of a BoldSign document changes?
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2 mins read
By Integrating BoldSign with SharePoint via Power Automate you can automate document workflows by creating a SharePoint file automatically whenever the status of a BoldSign document changes, such as when it’s declined or completed. This integration ensures that completed or updated documents are automatically stored in your SharePoint library, reducing manual tasks and streamlining your document management process.
Follow the steps below to create a SharePoint file when the status of a BoldSign document changes:
-
Open the link Power Automate and create your 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.
- 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 Choose operation section. Select BoldSign app as an action and click the
Download document
option.
- Map the document ID in the
Document ID
field and click theNew Step
button.
- In the operations section choose
SharePoint
as the action app.
- Then select
Create file
as the action which will create a SharePoint file when the status of a BoldSign document changes
- Enter the parameters in the
Site Address
,Folder Path
,File Name
andFile content
fields. - Once the flow is configured, click the
Save
button and run a test to ensure that it is working correctly.
- You have successfully integrated BoldSign with SharePoint using Power Automate. Now, whenever a BoldSign document status changes, a SharePoint file will be created.