How to send documents using Zapier in a test or sandbox environment?

In BoldSign, you can send documents via Zapier in a test environment by using Sandbox mode. To do this, make sure to set “Sandbox Mode” to true when configuring your Zapier integration. This keeps all document activity within the test environment, ensuring no impact on your live data.

Follow the steps below to send a document via Zapier in a test environment:

• Login into your Zapier account or create an account in Zapier
• Then, on the Zapier page, click the Create button in the top left corner, and select the Zaps option.

• You will be directed to the Zaps page. Select the Trigger option.

• Trigger: Choose the Trigger app as Webhooks. In the Event drop-down, choose Catch Hook and click the Continue button.

• Click Copy next to the provided webhook URL.

• Paste this URL into the webhook configuration section of your application.
• Click Verify to ensure Zapier receives the request. If successful, you’ll see a “Verified - status code 200” message.
• Fill any other required fields and click the Save button to finalize the setup.

• Then, connect your Webhooks and test the trigger.
• Click on the desired request (e.g., “request B” or “request A”).
• Click the Continue with selected record button at the bottom of the screen.

• The system will now process the selected record and move you to the next step in your workflow.

• Action: Choose BoldSign as the action app. Select the event as Send Document From Template and click the Continue button.

• Then, connect your BoldSign account and click the continue button.
• Under the Action column, choose the template that you want to send to the client when a new project is created and set the Sandbox Mode as True.
• Fill any other required fields and click the Continue button.

• Now, whenever your application triggers the webhook, a document will be sent via BoldSign in the test environment for signing.