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How to create BoldSign signature requests for new Google Form entries?

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2 mins read

With Zapier, you can automate the creation of BoldSign signature requests when a new response is received on Google Forms. To do this, you can use Google Forms as the trigger app and BoldSign as the action app to create a Zap in Zapier. Fortunately, a pre-configured Zap template is available for this scenario on the BoldSign integrations page on Zapier.

To use this Zap, you must set up a Google Form to receive responses, as shown below.

Google form

Follow the steps below to create BoldSign signature requests for new Google Form entries:

Pre-configured template

  • The Zap creation page will open. Add the title for the Zap at the top of the page and complete the setup process.
  • Trigger: Select Google Forms as the trigger app and choose New Form Response as the trigger event.
  • Connect your Google account and select a form from which the details should be fetched once submitted and click Continue.
  • Test the trigger to verify its functionality, then click Continue to move to the next section.

Trigger section

  • Action: Select BoldSign as the action app and choose Send Document From Template as the action event.
  • Connect the BoldSign account and choose a BoldSign template from the drop-down in the Choose Template field. The label is the only supported form field that can be added to the template. The template fields will be displayed in the Action column.
  • Click True in the Sandbox Mode field to test the integration without consuming API credits.
  • Map the required fields and test the action to ensure it is working correctly, then turn on your Zap to activate the automation.

Action section

  • Whenever a Google Form is submitted, a document will be automatically generated and sent to the signer. The generated document will contain pre-filled information based on the data submitted through the Google Form.

Signature request

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