How to send BoldSign signature requests for new records in Microsoft Dynamics 365 CRM?

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 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 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 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.

• 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.