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How to send signature request details in email via Gmail using Power Automate?
Published:
2 mins read
With BoldSign integrations on Power Automate, you can automate emailing signature request details to a specific person via Gmail. This functionality ensures that relevant stakeholders are promptly notified about new signature requests and can take appropriate actions.
Follow the steps below to send signature request details in email via Gmail:
- Open Power Automate and sign up for an account if you don’t already have one.
- Navigate to the
Connections
menu and add BoldSign as a connection to link your BoldSign account with Power Automate.
- Click on
Create
, go toMy flows
, and selectNew flow
to start creating your flow. - A Designer page will open. Disable the
New designer
button to continue.
- You will be taken to the trigger setup page. Choose
BoldSign
as the trigger app.
- Then choose a Webhook event as
Sent
and click theNew step
button.
- You will be directed to the Action page. Choose
Gmail
as the action app.
- Choose action as
Send email
.
- On the Send email section, enter the below parameters on the
To
,Subject
, andBody
fields. - Then click the
Save
button and test your flow.
- Once set up, this flow will automatically email the specified recipient via Gmail whenever a signature request is sent to signers.