How to create BoldSign signature requests for new Microsoft Form entries?

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 add Microsoft Forms and BoldSign as a connection.

• Then click Create, go to My flows and select New 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 the New 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 the Sandbox 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.