Connect APITemplate.io and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
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).
Do thisActions
Action is the task that follows automatically within your APITemplate.io integrations.
Create Image
Creates an image by using your image template.
Create PDF
Create a PDF by using your template.
List Objects
Lists Generated Images or PDFs.
Create PDF from HTML
Creates a PDF from a HTML.
Create PDF From URL
Create a PDF from a URL.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Frequently Asked Questions
To start, connect both your APITemplate.io and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in APITemplate.io triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how APITemplate.io 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 APITemplate.io 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 APITemplate.io 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 APITemplate.io
apitemplate.io is a cloud-based platform that simplifies the creation of dynamic images through API integration. It allows users to generate images based on customizable templates and data inputs. With robust automation capabilities, it streamlines processes for applications requiring real-time image generation.
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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