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How to create BoldSign signature requests for new Microsoft Form entries?
Published:
2 mins read
With Power Automate, you can easily automate the process of creating BoldSign signature requests whenever a new response is submitted in Microsoft Forms. Simply set up Microsoft Forms as the trigger app and BoldSign as the action app in Power Automate to create your automated workflow.
To create your flow, you must configure a Microsoft Form to receive responses, as shown below.
Follow the steps below to create BoldSign signature requests for new Microsoft Form entries:
-
Go to Power Automate and create an account if you don’t have one.
-
In Power Automate, navigate to the
Connections
menu and addMicrosoft Forms
andBoldSign
as a connection. -
Then click
Create
, go toMy flows
and selectNew flow
to begin setting up your workflow.
- A designer page will open. Disable the
New designer
button.
- You will be directed to the trigger page. Choose
Microsoft Forms
as the trigger app.
- Select
When a new response is submitted
as a trigger which will automatically send a document for signing whenever a new response is submitted in Microsoft forms.
- Provide the Id of the Microsoft form in the
Form Id
field and click theNew step
button.
- In the Choose operation section, select BoldSign as the Action app.
- Click on the
Send document using template with recipient
as an action.
- Map the required fields. You can click
Yes
in theSandbox Mode
field to test the integration without consuming API credits. - After mapping the required fields, click the
Save
button to activate the automation.
- You have successfully integrated BoldSign with Microsoft Form using Power Automate.
- Whenever a Microsoft Form is submitted, a document will be automatically generated and sent to the signer. The generated document will contain pre-filled information based on the data submitted through the Microsoft Form.