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How to send signature request details in email via Gmail using Power Automate?

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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.

Connections

  • Click on Create, go to My flows, and select New flow to start creating your flow.
  • A Designer page will open. Disable the New designer button to continue.

New designer

  • You will be taken to the trigger setup page. Choose BoldSign as the trigger app.

Trigger app

  • Then choose a Webhook event as Sent and click the New step button.

Webhook event

  • You will be directed to the Action page. Choose Gmail as the action app.

Action app

  • Choose action as Send email.

Action

  • On the Send email section, enter the below parameters on the To, Subject, and Body fields.
  • Then click the Save button and test your flow.

Parameters

  • Once set up, this flow will automatically email the specified recipient via Gmail whenever a signature request is sent to signers.
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