Integrating BoloForms with Google Sheets Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the integration of signed BoloForms documents into Google Sheets using Pabbly Connect with this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Integration

To start integrating signed BoloForms documents into Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit the Pabbly Connect website and sign up or log in if you are an existing user.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create new workflows to automate the process of capturing signed document details. Click on the ‘Create Workflow’ button, which will allow you to name your workflow and select the appropriate folder for organization.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow. The trigger will be BoloForms, and the action will be Google Sheets. This means that whenever a document is signed in BoloForms, the details will automatically be added to Google Sheets through Pabbly Connect.

• Select BoloForms as the trigger application.
• Choose the trigger event ‘New Signature Completed’.
• Connect your BoloForms account by entering the API key.

After setting the trigger, you will need to configure the action. Choose Google Sheets as the action application and select the event ‘Add New Row’. This action will ensure that every time a document is signed, the details are recorded in your Google Sheets.

3. Mapping Data from BoloForms to Google Sheets

With the trigger and action set up, the next step involves mapping the data received from BoloForms into Google Sheets. This is crucial as it determines what information will populate the new row in your spreadsheet. Using Pabbly Connect, you will map fields such as the signer’s name, email, document link, and status.

• Select the spreadsheet where you want to store the data.
• Map the signer’s name to the corresponding field.
• Map the email, document link, and status similarly.

Once all fields are mapped correctly, proceed to save the settings. This mapping ensures that each new signed document will automatically update the Google Sheets with the relevant details, streamlining your workflow.

4. Testing the Integration Workflow

After mapping the data, it’s essential to test the integration to ensure everything is functioning correctly. This involves signing a test document in BoloForms and checking if the details appear in Google Sheets. Using Pabbly Connect, initiate a test submission to see if the workflow triggers as expected.

Once you sign the document, return to Pabbly Connect to check the response. If the integration is set up correctly, you should see that a new row has been added in Google Sheets with all the mapped details. This confirms that your automation is working successfully.

5. Conclusion: Automating Document Management with Pabbly Connect

In this tutorial, we have successfully automated the process of adding signed BoloForms document details into Google Sheets using Pabbly Connect. By setting up triggers and actions, mapping data, and testing the integration, you can streamline your document management effectively.

This automation not only saves time but also reduces the chances of manual errors in data entry. With Pabbly Connect, you can integrate various applications seamlessly, enhancing your productivity and operational efficiency.