The electronic signature solution that lets you collect legally binding eSignatures online from any device.

Using Make.com and the BoldSign app can unlock several quick-win automations to streamline eSignature processes. BoldSign's triggers and actions allow you to efficiently manage document workflows, saving time and enhancing productivity. Here are five simple automations you can easily implement:

1. Automate Signature Requests from Forms

• Trigger: Form submission (e.g., Google Forms).


• Outcome: Automatically send a signature request via BoldSign.


• Benefits: Streamlines form-to-signature processes.

2. Notify Stakeholders of Sent Signature Requests

• Trigger: Document sent.


• Outcome: Send email notifications.


• Benefits: Organize completed documents efficiently.

3. Log Completed Signature Requests

• Trigger: Document completion.


• Outcome: Save details in a spreadsheet.


• Benefits: Organize completed documents efficiently.

4. Track Declined Signatures

• Trigger: Signature declined.


• Outcome: Record details in Google Sheets.


• Benefits: Helps track and manage follow-ups.

5. Store Signed Documents in Cloud Storage

• Trigger: Document completion.


• Outcome: Upload the document to OneDrive.


• Benefits: Ensures easy retrieval and secure backup.

These automations improve efficiency and minimize manual effort, making your eSignature workflows smoother and more effective.