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How to create tasks in Todoist when new document is sent out for signature in BoldSign?
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2 mins read
Using the BoldSign integration with Power Automate, you can automatically create a task in Todoist whenever a new document is sent for signature through BoldSign. In this workflow, BoldSign functions as the trigger app, and Todoist serves as the action app.
Follow the below steps to create tasks in Todoist when new documents are sent for signature using Boldsign:
- 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
Todoistas the action app.
- Choose action as
Create a task.
- On the Create a task section, map the
Titlefield with the title of your task. - Then click the
Savebutton and test your flow.
- Now, whenever a document is sent out for signature in BoldSign, a task will be automatically created in Todoist.