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How to send signature request details in email via Gmail using Zapier?
Published:
2 mins read
The newly created signature request document details can be emailed to a particular person through Gmail using BoldSign integrations on Zapier. This is helpful to notify a relevant person when a signature request is sent. It ensures that they are aware of the document and can take appropriate action. A pre-configured Zap template is available on the BoldSign Zapier integration page.
Follow the steps below to send signature request details as an email via Gmail:
- Open the link Send emails via Gmail when new BoldSign documents are sent for signatures and click the
Try this template
button.
- The Zap creation page will open. 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. The details of the recently sent document will be displayed. Click
Continue
to complete the section.
- Action: Select
Gmail
as the action app and chooseSend Email
as the action event. - Connect your Google account and enter the recipient details to whom you want to send the mail via Gmail and click
Continue
.
- Test the action to ensure it is working properly. The recently sent signature request details will be sent to the specified mail id via Gmail.
- Then turn on your Zap to activate the automation.
- Thus, the signature request details will be automatically emailed to the specified recipient via Gmail when you send the signature request to the signers.
We have also published a video tutorial on this topic. Check out the video below: