How to generate an embedded signing link via zapier Integration?

With Zapier integration, you can generate a signing link that can be shared through your messaging system or embedded in your application. If you prefer not to send signature request emails directly from BoldSign, you can disable email notifications for recipients through the Business Profile settings.

Follow the steps below to generate an embedded signing link via Zapier integration:

• Log in to your Zapier account or create a new account.
• Click the Create button in the top-left corner of the Zapier dashboard and select Zaps.

• You will be directed to the Zaps page. Select a trigger app based on your requirements.
• Choose BoldSign as the action app, then select the Send Document from Template action event.

• Connect your BoldSign account and click Continue.
• Select a pre-set BoldSign template from the Choose Template dropdown.

• If you want to test the integration without consuming API credits, set the Sandbox Mode field to true. To send the document in a live environment, set it to false.
• Fill in the recipient details and any other required fields, then click Continue to proceed.
• After sending the document from a template, generate the signing link using the document ID and the signer’s email address with the /v1/document/getEmbeddedSignLink API call. You can retrieve the signer details for a document using the /v1/document/properties API with the document ID.
• Select Code by Zapier as the action app.

• Choose an action event and click Continue.

• Add the following code snippet to retrieve the embedded signing link.

import requests

url = "https://api.boldsign.com/v1/document/getEmbeddedSignLink"
params = {
   "documentId": "3a3e04bd-xxxx-xxxx-a3ca-2124e57fa9e4", //Replace with your document id
   "signerEmail": "signer email address", //Replace with your signer email address
  
}
headers = {
   "X-API-KEY": "Your API Key"
}

response = requests.get(url, headers=headers, params=params)

if response.status_code == 200:
print(response.json())
else:
print(f"Error: {response.status_code}, {response.text}") 

• Once the code runs successfully, you will receive the embedded signing link.