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BoldSign + Microsoft Outlook

Send email in Microsoft Outlook when new documents are completed in BoldSign

Effortlessly streamline your document management with this BoldSign to Microsoft Outlook workflow. As soon as a document is completed in BoldSign, an email is instantly sent via Microsoft Outlook, ensuring timely updates and swift communication. This automation significantly reduces manual touchpoints, enhances efficiency, and ensures you stay updated on important document changes.

Effortlessly streamline your document management with this BoldSign to Microsoft Outlook workflow. As soon as a document is completed in BoldSign, an email is instantly sent via Microsoft Outlook, ensuring timely updates and swift communication. This automation significantly reduces manual touchpoints, enhances efficiency, and ensures you stay updated on important document changes.

  1. When this happens...
    BoldSignBoldSign
    Document Completed

    Triggers when the document has been completed by all the signers.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Admin Mode

    Trigger
    Instant
    Try It
    • Admin Mode

    Trigger
    Instant
    Try It
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Admin Mode

    Trigger
    Instant
    Try It
    • Choose TemplateRequired

    • Sandbox ModeRequired

    Action
    Write
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
boldsign logo
boldsign logo

About BoldSign

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

Related categories

  • Signatures
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

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