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.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
