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 Help

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 Help

Related categories

Similar apps

Related Zap Templates

Send emails via Gmail when new BoldSign documents are sent for signatures

Send emails in Gmail when new BoldSign documents are completed

Create drafts in Gmail when documents are declined in BoldSign

BoldSign + Gmail

Send BoldSign documents from template for new Gmail emails matching search

New Attachment

Label or mailbox

Search keywords

New Labeled Email

New Email Matching Search

New Thread

Label/Mailbox

Delete Email

Create Draft Reply

Trigger Instructions

To

Cc

Bcc

From

From Name

Body type

Add signature default

Label or mailbox

Attachments

Send Email

To

Cc

Bcc

From

From Name

Reply To

Body type

Add signature default

Label or mailbox

Attachments

Reply to Email

Trigger Instructions

To

Cc

Bcc

From

From Name

Reply To

Body type

Label or mailbox

Attachments

Find or Send Email

To

Cc

Bcc

From

From Name

Reply To

Body type

Add signature default

Label or mailbox

Attachments

Document Declined

Admin Mode

Send Document From Template

New Label

New Email

Label or mailbox

New Starred Email

Add Label to Email

Label

Create Draft

Recipient Instructions

To

Cc

Bcc

From

From Name

Body type

Add signature default

Label or mailbox

Attachments

Create Label

Remove Label From Email

Find Email

Document Completed

Admin Mode

Document Sent