How to retrieve and use form field values from BoldSign documents via Zapier integration?

To retrieve form fields and their corresponding values in your BoldSign–Zapier integration, you can use Webhooks by Zapier to capture and process the data sent from BoldSign upon document completion.

Follow the steps below to retrieve and use form field values from BoldSign documents via Zapier integration:

• Click on the link Connect BoldSign and Webhooks by Zapier to unlock the power of automation and start creating your zap.
• Click on Create and select Zaps.

• Trigger: Select BoldSign as the trigger app and add Document Completed as the trigger event.
• Connect your BoldSign account and test the trigger. If data is retrieved correctly, proceed using the sample document record.

• Action: Select Webhooks by Zapier and add Get as the action event.

• Get the document details using the document/properties API by configuring the Get action event in Webhooks.

URL: https://api.boldsign.com/v1/document/properties?documentId={Your document Id}'

Headers:
{
  'accept': 'application/json',
  'X-API-KEY': '{Your API Key}'
}

• Insert the above URL along with Document ID into the URL field and add the above headers in the Headers section on the Webhooks configuration page.

• You can use the Formatter by Zapier to manipulate or clean up the retrieved values if needed.
• Connect Gmail as the action app and configure it.
• In the Gmail configuration, map the required form field values by selecting data from either Get in Webhooks by Zapier or Formatter by Zapier.

• Test the complete Zap to ensure everything works as expected. Once verified, click Publish to activate the automation.