Connect SMS.to and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Message Is Sent
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use SMS.to and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Is Sent
Runs when new message is sent
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.
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create or Update Contact
Create or update a contact
Send SMS
Send text to numbers or lists
Get Recent Optouts
Get opt-outs from past hour
Delete Contact By Phone
Remove contacts by phone
Get Contacts
Get optouts detail that were opted out in last 1hr.
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Frequently Asked Questions
To start, connect both your SMS.to and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and BoldSign 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 SMS.to and BoldSign. 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 SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout 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.
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