BoldSign + Gmail

Send BoldSign documents from template for new Gmail emails matching search

Simplify your document sending process with this efficient workflow. When a new email that matches your search criteria arrives in your Gmail inbox, it instantly sends a document from a template via BoldSign. This smooth, streamlined process not only saves time but also ensures you never miss an essential communication. Ideal for those looking to optimize their email-based document handling!

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Send Document From Template
Create and send a document out for signature based on a BoldSign template.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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Supported triggers and actions

What does this mean?

- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
- Admin Mode
Trigger
Instant
Try It
- Choose TemplateRequired
- Sandbox ModeRequired
Action
Write

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
- Admin Mode
Trigger
Instant
Try It
- Admin Mode
Trigger
Instant
Try It

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.

Learn more

Related categories

Signatures

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more