Connect BoldDesk and Signaturit to Build Intelligent Automations

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BoldDesk

When this happens...

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Signaturit

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Email Delivered

Email Delivered

Triggers when an email has been delivered.

Email Processed

Email Processed

Triggers when an email has been processed.

Document Opened

Document Opened

Triggers when a document has been opened.

Document Signed

Document Signed

Triggers when a document has been signed.

Document Completed

Document Completed

Triggers when a document has been completed.

Dcument Declined

Dcument Declined

Triggers when an document has been declined.

Do thisActions

Action is the task that follows automatically within your BoldDesk integrations.

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

Create Contact Group

Create Contact Group

Create a new contact group.

Create Ticket Note

Create Ticket Note

Create note to an existing ticket.

Create Ticket Reply

Create Ticket Reply

Create reply to an existing ticket

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Frequently Asked Questions

How do I start an integration between BoldDesk and Signaturit?

To start, connect both your BoldDesk and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in Signaturit (or vice versa).

Can we customize how data from BoldDesk is recorded in Signaturit?

Absolutely. You can customize how BoldDesk data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoldDesk and Signaturit?

The data sync between BoldDesk and Signaturit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoldDesk to Signaturit?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoldDesk and Signaturit?

Yes, you can set conditional logic to control the flow of data between BoldDesk and Signaturit. 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.

BoldDesk

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

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Signaturit

About Signaturit

Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.

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