✨ Why This Matters:
Tired of tedious paperwork and slow signature processes? 😩 We’ve all been there! This guide explores how to unlock the power of automated e-signatures using BoldSign and Make.com. Say goodbye to manual tasks and hello to a streamlined workflow. 👋
🗝️ Unlocking BoldSign: Your Key to Effortless Signatures
What is BoldSign?
Think of BoldSign as your digital signature superhero! 🦸 It lets you collect legally binding signatures online, on any device. No more printing, signing, scanning – it’s all digital!
Integrating BoldSign with Make.com
- Get Connected: Grab our custom Make.com app (link in the resources below! ). You’ll receive a unique license key and installation link.
- Installation is a Breeze: Follow the link, select your organization, and you’re ready to roll!
- Triggers & Actions: Our app comes loaded with pre-built triggers and actions to kickstart your automations. Don’t see what you need? Just ask! We’re always adding more.
🤖 Building Your First Automation: Sending Documents
Let’s automate sending a document for signature – it’s easier than you think!
1. Prepare Your Template in BoldSign
- Upload Your Document: Start by uploading your standard contract or agreement to BoldSign.
- Define Roles: Specify who needs to sign (e.g., client, contractor) and who approves.
- Custom Fields: Add fields to collect specific information (name, company, etc.) that will auto-populate in your document.
2. Configure the ‘Send Document’ Module in Make.com
- Connect to BoldSign: Use your API key (find it in your BoldSign account settings) and license key.
- Select Your Template: Choose the template you just created in BoldSign.
- Map Your Data: Easily pull data from other apps (like a form submission) to pre-fill those custom fields you set up.
- Personalize It: Add a custom message to your recipients for a personal touch.
3. Hit Run and Watch the Magic Happen! ✨
Make.com will use your template, populate the fields, and send the document for signature – all automatically!
🕸️ Level Up: Using Webhooks for Next-Level Automation
Webhooks are like automated notifications that keep your workflows humming. Here’s how to use them:
- Choose Your Trigger: Select the event you want to trigger an action (e.g., document sent, completed, declined).
- Grab the Webhook URL: Make.com will generate a unique URL – copy it!
- Set Up the Webhook in BoldSign: Go to your API settings in BoldSign, add a new webhook, paste the URL, and select the trigger event.
💡 Pro Tip: You can set up multiple webhooks for different events and connect them to various actions in Make.com.
🎉 The Possibilities Are Endless!
- Automate Contract Generation: Trigger a contract to be sent automatically after a client fills out a form.
- Notify Stakeholders: Get instant alerts when a document is signed or needs attention.
- Streamline Approvals: Route documents for approval based on predefined rules.
- Integrate with Your Favorite Tools: Connect BoldSign with CRM, project management, and countless other apps.
🧰 Resource Toolbox:
- BoldSign & Make.com Integration: https://www.go-synergetic.com/apps/boldsign – Get the app and unlock the power of automated e-signatures!
- Make.com (formerly Integromat): https://www.make.com/en/register?pc=richydff – Sign up for free and start building powerful workflows.
- Workflow Automation Services: https://www.go-synergetic.com/workflow – Need help building a custom workflow? We’ve got you covered!
🚀 Take Action!
Stop wasting time on manual tasks. Embrace the power of automation with BoldSign and Make.com to streamline your workflows, improve efficiency, and free up your time for what matters most.
