Using Salesforce Flow with BoldSign Document Status to Automate Record Updates

You can use Salesforce Flows with the BoldSign Document object to automate business processes based on document status changes.
In this example, the Flow updates an Opportunity when a BoldSign document with a specific name reaches the Completed status.

Step 1: Navigate to Flows

1. Go to Setup.
2. Search for Flows in the Quick Find box.
3. Open Flows.
4. Click New Flow.

Step 2: Create a Record-Triggered Flow

1. Select Record-Triggered Flow.
2. Click Create.

Step 3: Configure the Flow Trigger

1. Select the BoldSign Document object.

2. Set the trigger to A record is created or updated.

3. Add the following entry conditions:

   • Document Status → Equals → Completed
   • Document Name → Contains → KYC

4. For When to Run the Flow for Updated Records, select:

   • Only when a record is updated to meet the condition requirements

5. Click Done.

Step 4: Retrieve the Related Opportunity Record

1. Click the + icon and select Get Records.

2. Enter a label such as Retrieve the Related Opportunity Record or as per your wish.

3. Select Opportunity as the object.

4. Configure the filter condition:

   • Id → Equals → Salesforce Record ID from the BoldSign Document record

5. Store the first record found.

Step 5: Update the Opportunity Record

1. Click the + icon after the Get Records element.
2. Select Update Records.
3. Enter a label such as Update Opportunity.
4. Select the Opportunity record retrieved in the previous step.
5. Configure the required field updates.

Example:

• Stage → Closed Won

6. Click Done.

Step 6: Save and Activate the Flow

1. Click Save.
2. Enter a name for the Flow.
3. Click Activate.

Result

After the Flow is activated:

1. A BoldSign document matching the configured criteria reaches the Completed status.
2. The Flow is triggered automatically.
3. The related Salesforce record is identified using the Salesforce Record ID stored on the BoldSign Document.
4. The specified Salesforce record is updated automatically.

This approach can be used to automate various business processes, such as updating record statuses, changing Opportunity stages, creating tasks, sending notifications, or triggering additional Salesforce automation based on BoldSign document status changes.