Connect BoldSign and Adyen to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

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 Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

Create  Payment Session

Create Payment Session

Create an Adyen checkout session and return the session ID, expiry, and data for redirect or embedded checkout.

Create Order

Create Order

Create a new Adyen checkout order to start payment processing and return order details (provider reference, order reference, amount, expiry).

Cancel an order

Cancel an order

Cancel an existing Adyen order to stop further processing and, when supported, release reserved funds.

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Frequently Asked Questions

How do I start an integration between BoldSign and Adyen?

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

Can we customize how data from BoldSign is recorded in Adyen?

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

How often does the data sync between BoldSign and Adyen?

The data sync between BoldSign and Adyen 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 Adyen?

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 Adyen?

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

BoldSign

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.

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Adyen

About Adyen

Adyen is a global payment platform that enables businesses to accept payments online, in-app, and in-store through a single solution. With advanced fraud protection, seamless checkout experiences, and support for major payment methods worldwide, Adyen powers secure and scalable payment processing for leading enterprises.

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