BoldSign + Jotform

Send documents from template in BoldSign for new submissions in Jotform

Streamline your document dispatch process with this handy workflow. When a new submission is received in JotForm, it initiates a process to send a document from a predefined template in BoldSign. No longer will you need to manually manage this task. It's an effective way to ensure timely document delivery, increasing efficiency and productivity.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
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

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Admin Mode
Trigger
Instant
Try It
- Admin Mode
Trigger
Instant
Try It

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Admin Mode
Trigger
Instant
Try It
- Choose TemplateRequired
- Sandbox ModeRequired
Action
Write

About BoldSign

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

Learn more

Related categories

Signatures

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more