Connect BoldSign and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Document Revoked
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your BoldSign integrations.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your BoldSign and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldSign and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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