How to upload completed documents to Google Drive on Zapier?

Integrating BoldSign with Google Drive through Zapier is a convenient way to store and access documents in the cloud without the need for manual intervention. In this case, BoldSign is the trigger app, and Google Drive is the action app. A pre-configured Zap template for this scenario is available on the BoldSign Zapier integration page.

Follow the steps below to auto-upload completed BoldSign documents to Google Drive:

• Go to the link Upload new completed BoldSign documents to Google Drive and click the Try this template button.

• You will be taken to the Zap creation page. Add the relevant title for the Zap at the top of the page.
• Trigger: Select BoldSign as the trigger app and choose Document Completed as the trigger event.
• Connect your BoldSign account and test the trigger to ensure it is working properly, then click Continue to move to the next section.

• Action: Select Google Drive as the action app and choose Upload File as the action event.
• Connect your Google Drive account and specify the folder where you want to save the completed BoldSign documents.
• Under the Action column, map the required fields, such as the file name, file extension, and other details as needed, and test the action to ensure it is working properly.

• The recently completed BoldSign document will be uploaded to the specified folder in Google Drive.
• Ensure the details, publish, and turn on your Zap.
• Thus, whenever a new document is completed in BoldSign, it will automatically be uploaded to Google Drive in the specified folder.

We have also published a video tutorial on this topic. Check out the video below: