BoldSign + SMS Everyone

Connect BoldSign and SMS Everyone to Build Intelligent Automations

Choose a Trigger

When this happens...

Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed

Choose an Action

Automatically do this!

Send a Text Message
Get campaign status
Cancel an SMS
Get delivery status

Ready to use BoldSign and SMS Everyone automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

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Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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).

Document Declined

Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.

Do thisActions
Action is the task that follows automatically within your BoldSign integrations.

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.

Send a Text Message

Send a text message to one or more phone numbers.

Get campaign status

Check the current status of a campaign.

Cancel an SMS

Cancel a scheduled SMS message.

We'll help you get started

Our team is all set to help you!

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Frequently Asked Questions

How do I start an integration between BoldSign and SMS Everyone?

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

Can we customize how data from BoldSign is recorded in SMS Everyone?

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

How often does the data sync between BoldSign and SMS Everyone?

The data sync between BoldSign and SMS Everyone 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 BoldSign to SMS Everyone?

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 BoldSign and SMS Everyone?

Yes, you can set conditional logic to control the flow of data between BoldSign and SMS Everyone. 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 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.

Business Document Management

Learn More

About SMS Everyone

SMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.

Phone & SMS Communication

Learn More

Connect BoldSign and SMS Everyone to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use BoldSign and SMS Everyone automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Draft Created

Document Send

Teamplate Create

Template send

Document Revoked

Document Declined

Do thisActionsAction is the task that follows automatically within your BoldSign integrations.

Create Contact

List Contacts

Delete Document

Send a Text Message

Get campaign status

Cancel an SMS

We'll help you get started

Know More About Boldsign and SMS_Everyone Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About BoldSign

About SMS Everyone

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your BoldSign integrations.