Connect Authress and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
New Application
New Tenants
New Connections
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Authress and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
New Tenants
Trigger when a new tenants created.
New Connections
Trigger when a new connection 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.
Do thisActions
Action is the task that follows automatically within your Authress integrations.
Create Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
Create Application
Specify application details for a new application that you own.
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.
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Frequently Asked Questions
To start, connect both your Authress and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Authress 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 Authress 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 Authress 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 Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
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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