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How to integrate BoldSign with Monday.com using Power Automate?
Published:
2 mins read
Integrating BoldSign with Monday.com via Power Automate allows you to streamline document workflows, optimize task management, and boost productivity. By leveraging Power Automate, you can create automated triggers in BoldSign that initiate actions on Monday.com.
Follow the steps below to integrate BoldSign with Monday.com using Power Automate:
- Go to the Power Automate website and create an account if you do not have one.
- Once logged in, navigate to the
Connections
menu. Search forBoldSign
in the Connections menu and add it as a connection.
-
Then, click
Create
and go toMy flows
, then selectNew flow
to begin building your workflow. -
The designer page will open. Disable the
New designer
button.
- On the trigger setup page, select
BoldSign
as the trigger app.
- Next, select a Webhook event as
Completed
to trigger the workflow whenever a document is completed. Then click theNew step
button to proceed.
- Set
BoldSign
as the action app and selectDownload Document
as the action.
- Map the document ID in the
Document ID
field and click theNew step
button to move to the next action.
- In the operations section, select
Monday.com
as the action app.
- Then choose
Create an update
as the action to upload the completed documents toMonday.com
.
- Configure Box parameters by entering details in the
Workspace
,Board
,Group
,Item
andBody
fields.
- Then click the
Save
button to finalize the integration. - Now, when the signer completes the signing process in BoldSign, the completed document will automatically be stored on Monday.com.