How to send SMS signature requests via Zapier in BoldSign?

To send SMS signature requests via Zapier in BoldSign, you’ll need to combine BoldSign’s Zapier integration with its SMS delivery feature. Here’s a step-by-step guide to help you set it up:

Prerequisites

Ensure you have:

• BoldSign Business Plan or higher
• SMS add-on enabled. SMS delivery costs $0.20 per signature request.
• A Zapier Account.

Step 1: Create a template in BoldSign with SMS delivery

• Click on Create New and select the Create New Template option.

• You will be redirected to the Prepare template page. Add the template title in the Title field and the description in the Description field.
• Then, add files in the Add files section.

• In the Add role section, Add Role.
• Then click the dropdown arrow below the recipient field and choose SMS as the Delivery method.

• Fill any other required field and click the Next button to go to the Configure fields page.
• On the Configure fields page, drag and drop the required form fields to the document and save the template.
• For more details, refer to this guide: How to send signature requests via SMS?.

Step 2: Set up a Zap in Zapier

• Add a Trigger App (e.g., Google Sheets, Typeform, etc.). For example, let’s use RowShare as the trigger app.
• Choose the automation: Send BoldSign signature requests for new RowShare rows .

• Click the Try this template button, and you will be directed to the Zap creation page.
• Provide the relevant title at the top of the page and proceed to set up the template.
• In the trigger section, by default, RowShare is set as the trigger app, and New Row is the trigger event.
• Connect your RowShare account and select the Table from which you want to fetch the details.
• Then, test the trigger and click the Continue button to proceed to the next section.

• For the Action section, BoldSign is pre-set as the action app, and Send Document From Template is the action event.

• Connect the BoldSign account and choose the template you created with SMS delivery.
• Based on the chosen template, the fields will be displayed one below the other.
• In the Recipient phone number field, provide the recipient’s valid phone number with country code, e.g., +9199944…
• Click True in the Sandbox Mode field to test the integration without consuming API credits.
• Map any other required fields, then proceed to test the action. Once the test is successful, publish the Zap and turn it on.

Now, whenever recipient details are added to the RowShare table, a document will be automatically sent for signature

The signer should receive a secure link via SMS to sign the document.