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How to integrate BoldSign with Monday.com using Power Automate?
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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
Connectionsmenu. Search forBoldSignin the Connections menu and add it as a connection.
-
Then, click
Createand go toMy flows, then selectNew flowto begin building your workflow. -
The designer page will open. Disable the
New designerbutton.
- On the trigger setup page, select
BoldSignas the trigger app.
- Next, select a Webhook event as
Completedto trigger the workflow whenever a document is completed. Then click theNew stepbutton to proceed.
- Set
BoldSignas the action app and selectDownload Documentas the action.
- Map the document ID in the
Document IDfield and click theNew stepbutton to move to the next action.
- In the operations section, select
Monday.comas the action app.
- Then choose
Create an updateas the action to upload the completed documents toMonday.com.
- Configure Box parameters by entering details in the
Workspace,Board,Group,ItemandBodyfields.
- Then click the
Savebutton to finalize the integration. - Now, when the signer completes the signing process in BoldSign, the completed document will automatically be stored on Monday.com.