How to Automatically Send Signature Requests Using Salesforce Flow

You can use Salesforce Flows with the BoldSign Template Send Action to automatically send documents for signature when specific business conditions are met.

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 object on which you want to trigger the Flow (for example, Opportunity).
2. Set Trigger the Flow When to A record is created or updated, or choose the option that best fits your business process.
3. Configure the entry conditions based on your requirements so that the Flow runs only when the specified criteria are met.

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 BoldSign Template Record

1. Click the + icon and select Get Records.

2. Enter a label such as Get BoldSign Template.

3. Select BoldSign Template (BoldSignService__BoldSignTemplate__c) as the object.

4. Configure filter criteria to identify the template you want to use.

   Example:

   • Template Name → Contains → NDA

   or

   • Template ID → Equals → 0428a7d5-ec0f-4819-ace7-6bdfef370ffb

5. Under How Many Records to Store, select Only the first record.

6. Click Done.

Step 5: Send the Template Using BoldSign Template Send Action

1. Click the + icon and select Action.
2. Search for BoldSign Template Send Action and select it.
3. Enter a label such as BoldSign Template Send Action.
4. In the Record ID field, select the triggering record’s ID (for example, the Opportunity ID).
5. In the Template ID field, select the Template ID from the Get BoldSign Template record retrieved in the previous step.
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:

• When a record meets the configured trigger conditions, the Flow runs automatically.
• The Flow retrieves the configured BoldSign template.
• The BoldSign Template Send Action sends the document using the selected template.
• Signature requests are sent automatically without manual intervention.
• Document status updates and writeback actions are processed automatically based on your BoldSign configuration.

This automation helps streamline document workflows by automatically sending signature requests