Webinar Show Notes – Automate Google Sheets with BoldSign & Zapier

#esignature #zapier #googlesheets #webinar

Managing contracts manually can be time-consuming and prone to errors. In this webinar, Caroline Dolly from the BoldSign team demonstrated how to use Zapier to integrate BoldSign with Google Sheets, creating a fully automated contract workflow, no coding needed.

If you missed the webinar, or would like to watch it again, the recording is posted to our YouTube channel and is embedded below the key benefits section.

Highlights

Overview of BoldSign and Zapier

BoldSign provides secure, legally binding e-signature capabilities. Zapier connects apps to automate workflows without coding.

Manual workflow challenges

Copying client information from spreadsheets into templates, sending contracts, and tracking statuses manually can be overwhelming when managing dozens of clients daily.

Automation setup with Zapier

Zap 1: Triggered when a new row is added in Google Sheets. Automatically sends a BoldSign contract using a template.
Zap 2: Triggered when a BoldSign document is completed. Updates the corresponding row in Google Sheets with the completion status.

Live demonstration

In the webinar, Caroline showed the step-by-step setup, from creating the Zaps to mapping fields like recipient name, email address, and contract amount. She demonstrated how client entries instantly generate and track contracts.

Key benefits

Save significant time by eliminating repetitive manual tasks.
Reduce human error in document handling.
Gain real-time visibility into contract statuses.
Scale easily for handling dozens or hundreds of contracts.

Time stamps

[00:00] Introduction

[00:45] Overview of BoldSign and Zapier

[01:50] Manual process for sending contracts

[03:38] Why automate?

[04:01] Creating your first zap: send contracts automatically

[06:54] Automating document ID and status updates

[09:15] Creating a second zap for completed contracts

[11:25] End-to-end workflow demonstration

[12:36] Wrap-up and resources

Q&A

1. Could this work with Excel via SharePoint?

Yes, it will work with Excel, too.

2. Which level of BoldSign subscription do you need?

For Zapier integration, you need an API plan.

3. Is two-factor authentication supported in BoldSign?

Yes, 2FA is supported. Please refer to this article for more information.

4. Can l collect signatures from multiple individuals on a document?

Yes, you can collect signatures from multiple individuals.

5. When should l use a document, template, or bulk link?

Document: One‑time send of a unique file for signature.
Template: Reusable setup for a document you send often with the same structure and fields.
Bulk Link: Single, shareable signing link for many people to sign the same document separately, without prefilling their details.

6. What is the price tier for the API?

You can refer to this link for our API pricing.

Conclusion

By connecting BoldSign with Zapier and Google Sheets, you can streamline your client contract process—from sending contracts to completion. This no-code solution ensures efficiency and accuracy, empowering your team to focus on more important work.

To try BoldSign for yourself, sign up for a free trial.