Airtable + BoldSign

Create and send BoldSign documents from new Airtable records

As you create a new record in Airtable, this automation immediately initiates the dispatch of a document using a template from BoldSign. This smooths the integration between your data recording and document operations, allowing for swift and effortless data exchanges. It's a direct route to streamline your document management obligations without lifting a finger.

As you create a new record in Airtable, this automation immediately initiates the dispatch of a document using a template from BoldSign. This smooths the integration between your data recording and document operations, allowing for swift and effortless data exchanges. It's a direct route to streamline your document management obligations without lifting a finger.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    BoldSignBoldSign
    Send Document From Template

    Create and send a document out for signature based on a BoldSign template.

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

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  • Databases

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boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

Related categories

  • Signatures