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BoldSign + Conversion

Connect BoldSign and Conversion 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!

Extract and Text from Document/Image URL
Generate Image from text prompt

Ready to use BoldSign and Conversion 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

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

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.

Extract and Text from Document/Image URL

Extracts and converts text from PDF, DOC, or image URLs into readable text content.

Generate Image from text prompt

Generates Image from given text prompt.

Request a new Action for BoldSign

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Know More About Boldsign and Conversion Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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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.

Know more

Frequently Asked Questions

How do I start an integration between BoldSign and Conversion?

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

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

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

How often does the data sync between BoldSign and Conversion?

The data sync between BoldSign and Conversion 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 Conversion?

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 Conversion?

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

Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.

AI Tools

Learn More

Connect BoldSign and Conversion to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use BoldSign and Conversion automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

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

Extract and Text from Document/Image URL

Generate Image from text prompt

We'll help you get started

Know More About Boldsign and Conversion 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 Conversion

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.