BoldSign integration with Trello
How to Update Trello cards for newly sent BoldSign documents
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Trello cards for newly sent BoldSign documents" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BoldSign integrations
BoldSign actions
Nekton can use any feature that is available in BoldSign API.
Using our advanced AI, you can easily create custom automations for BoldSign.
Here are some typical actions you can do in your automated workflows.
Send Document From Template
Create and send a document out for signature based on a BoldSign template.
Document Completed
Triggers when the document has been completed by all the signers.
Document Sent
Triggers when a document is sent.
Document Declined
Triggers when the document is declined.
About BoldSign
BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.