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How to send BoldSign signature requests for new records in Microsoft Dynamics 365 CRM?
Published:
2 mins read
Integrating BoldSign with Microsoft Dynamics 365 CRM through Power Automate allows you to automate document workflows by triggering signature requests in BoldSign based on specific events in Dynamics 365.
To create your flow, you must add records to your Microsoft Dynamics 365 account.
Follow the steps below to create BoldSign signature requests for new records in Microsoft Dynamics 365 CRM:
-
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 Dynamics 365
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 Dynamics 365 CRM
as the trigger app.
- Select
When a record is created
as a trigger which will automatically send a document for signing whenever a new record is created in Microsoft Dynamics 365 CRM.
- Provide the required fields and click the
New step
button.
- In the Choose operation section, select
BoldSign
as the Action app and choose theSend 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.
- Now, whenever a new record is added in Microsoft Dynamics 365, 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 Microsoft Dynamics 365.