BoldSign + Google Sheets
Create new BoldSign documents from templates when new Google Sheets rows are added
Streamline your document sending process with this workflow. Whenever there's a new row in your Google Sheets, it will instantly send a document from a template in BoldSign. Perfect for handling contracts, agreements, or any important documents with ease, this integration ensures no data in your spreadsheet goes unnoticed. Enjoy a smoother and more efficient document management process.
Streamline your document sending process with this workflow. Whenever there's a new row in your Google Sheets, it will instantly send a document from a template in BoldSign. Perfect for handling contracts, agreements, or any important documents with ease, this integration ensures no data in your spreadsheet goes unnoticed. Enjoy a smoother and more efficient document management process.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
