How to automatically save completed documents to team-specific SharePoint folders using Power Automate?

With BoldSign and Power Automate integration, you can save a completed document in a SharePoint folder based on the team. For instance, if the document is sent by the Sales team, you can add a tag such as Sales when creating the document and use that tag to store the document in the appropriate folder in sharepoint.

Follow the steps below to save completed BoldSign documents to SharePoint folders by team using Power Automate:

• Open the link Power Automateand create your Power Automate account.
• Then connect your BoldSign account with the Power Automate account by clicking the Connections option and adding BoldSign as the connection.

• Once you have created the connection, click Create, navigate to My flows, and select New flow to create your workflow(For e.g., Automated cloud flow).

• You will be directed to the trigger page. Choose BoldSign as the trigger app.

• A Designer page will open. Disable the New designer button.

• Then choose a Webhook event as Completed and click the New step button.

• Webhook data includes sender details, document details, and labels (tags). Based on this, you can route documents to specific SharePoint folders.

• For example, if the label/tag is “Sales”, you can configure the flow to save the completed document in the Sales team’s SharePoint folder.

• Then click the New Step button, you will be directed to the Action page. Choose Control as the action app.

• Select the Apply to each option.

• Choose the labels from the webhook data in the Select an output from the previous steps section and click the Add an action button.

• You will be directed to the Action page. Choose control as the action and choose the switch option.
• Add a condition such that if an item in Labels equals “Sales”, then add an action to download the document and save it to the SharePoint folder.

• To add an action to download the document and save it to a SharePoint folder, select SharePointas the action app and choose Create item as the action. Then, specify the appropriate SharePoint location and add the document title from the webhook data.

• Click Add an action, select BoldSign as the action app, and choose Download Document as the action.

• Use the Document ID from the webhook event data.

• Click Add an Action.
• Choose SharePoint as the action app and choose action as Create file.

• Enter the required SharePoint parameters:
  • Site Address
  • Folder Path
  • File Name
  • File Content

• Click the Save button to save your flow.
• Run a test to ensure everything works as expected.
• Once successful, the completed document will be saved to the appropriate SharePoint folder based on the team.