Connect Berkshire Receptionists and BoloForms to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Berkshire Receptionists with BoloForms - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Recording" from Berkshire Receptionists.

Add your action

An action happens after the trigger—such as "Send Templates for Signature" in BoloForms.

You’re connected!

Zapier seamlessly connects Berkshire Receptionists and BoloForms, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Start Date
- End Date
Trigger
Instant
Try It
- Message UUID
  Required
Action
Write
- Sender Name
  Required
- Sender Email Address
  Required
- Account Number
  Required
- Channel Type
  Required
- Contact
  Required
- Subject Line
  Required
- Message Content
  Required
- Schedule
  Required
- Time
- Unit
- Frequency
- Day of week/Day of month
Action
Write
- Choose Your Form Name
  Required
Trigger
Instant
Try It
- Choose your template
  Required
Trigger
Instant
Try It

- Chooose Your Form
  Required
- Send To
  Required
- Mail Subject
- Add a Message
- Sender Name
Action
Write

New Message
Triggers when a new message is created by Berkshire Receptionist.
Trigger
Instant
Try It
- Account Number
  Required
- Channel Type
  Required
- Call Instructions
  Required
- Schedule
  Required
- Time
- Unit
- Frequency
- Day of week/Day of month
Action
Write
- From
  Required
- Account Number
  Required
- Channel Type
  Required
- Contact
  Required
- Message Content
  Required
- Schedule
  Required
- Time
- Unit
- Frequency
- Day(s) of week/Day(s) of month
Action
Write
- Choose PDF signature document
  Required
Trigger
Instant
Try It
- Select Your Template
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Berkshire Receptionists and BoloForms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Berkshire Receptionists to BoloForms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Berkshire Receptionists

Berkshire Receptionists provides 24/7 Virtual Receptionists and Live Chat for over 500+ businesses.

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Related categories

Phone & SMS

About BoloForms

BoloForms helps you streamline Your Document Workflow