Connect BoldSign and dasheroo to Build Intelligent Automations

Choose a Trigger

BoldSign

When this happens...

Choose an Action

dasheroo

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Enable Integrations or automations with these events of BoldSign and dasheroo

Enable Integrations or automations with these events of BoldSign and dasheroo

Triggers

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.

Actions

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.

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Frequently Asked Questions

How do I start an integration between BoldSign and dasheroo?

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

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

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

How often does the data sync between BoldSign and dasheroo?

The data sync between BoldSign and dasheroo 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 dasheroo?

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 dasheroo?

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

About dasheroo

Track all of your important metrics for web analytics, email marketing, social media, marketing and sales, in one great-looking free business dashboard.

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