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How to create tasks in Todoist when new document is sent out for signature in BoldSign?

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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 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 Todoist as the action app.

Action app

  • Choose action as Create a task.

Action

  • On the Create a task section, map the Title field with the title of your task.
  • Then click the Save button and test your flow.

Task title

  • Now, whenever a document is sent out for signature in BoldSign, a task will be automatically created in Todoist.
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