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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:

BoldSign and Gmail integration page

  • 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 choose Document 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.

Triger action

  • Action: Select Gmail as the action app and choose Send 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.

Action section

  • 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.

Sent email

  • 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:

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