Connect ArcSite and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use ArcSite and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
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 ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
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.
Know More About Arcsite and Boldsign Integrations
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Frequently Asked Questions
To start, connect both your ArcSite and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how ArcSite 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 ArcSite 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 ArcSite 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 ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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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