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How to send signature request details in email via Gmail using Power Automate?
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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
Connectionsmenu and add BoldSign as a connection to link your BoldSign account with Power Automate.
- Click on
Create, go toMy flows, and selectNew flowto start creating your flow. - A Designer page will open. Disable the
New designerbutton to continue.
- You will be taken to the trigger setup page. Choose
BoldSignas the trigger app.
- Then choose a Webhook event as
Sentand click theNew stepbutton.
- You will be directed to the Action page. Choose
Gmailas the action app.
- Choose action as
Send email.
- On the Send email section, enter the below parameters on the
To,Subject, andBodyfields. - Then click the
Savebutton 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.