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How to track the sent signature request details in Google Sheets using Zapier?
Published:
2 mins read
The BoldSign sent signature request document details can be tracked in Google Sheets and can access them for further use. By automatically storing the sent signature request details in Google Sheets, you create a centralized location for tracking and managing all your signature request details. The pre-configured Zap template available on the BoldSign Zapier integration page can be used to automate this process.
Follow the steps below to update the sent signature requests details in Google Sheets:
- Open the link Track newly sent BoldSign signature requests in Google Sheets and check the details of the Zap.
- Click the
Try this template
button, which will take you to the Zap creation page.
- Add the relevant title for the Zap at the top of the page and complete the setup process.
- Trigger: Select
BoldSign
as the trigger app and chooseDocument Sent
as the trigger event. - Connect your BoldSign account and test the trigger to ensure it’s working properly. Then, click
Continue
to proceed to the next section.
- Action: Select
Google Sheets
as the action app and chooseCreate Spreadsheet Row
as the action event. - Connect your
Google Drive
account and select the spreadsheet and worksheet in which the sent document details will be stored. - The fields added in the particular spreadsheet will be listed one below the other.
- Fill in the fields and test the action to ensure it is working correctly, then turn on your Zap to activate the automation.
- Thus, the BoldSign document details will be tracked automatically in the Google Sheets spreadsheet when a document is sent.