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Webinar Show Notes – Automate Google Sheets with BoldSign & Zapier


 

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

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.

What’s New in BoldSign: August 2025 Features & Enhancements [blog]

Send E-Signature Requests from Your App Using the BoldSign PHP SDK [Video]

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