Connect BoldSign and Zoho POS 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!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Get Inventory Items
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
Ready to use BoldSign and Zoho POS automations
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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.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Inventory Item
Create an inventory item with price, stock, tax and vendor details
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Frequently Asked Questions
To start, connect both your BoldSign and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Zoho POS 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 BoldSign and Zoho POS. 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.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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