Connect BoldSign and ella-interactive to Build Intelligent Automations
Enable Integrations or automations with these events of BoldSign and ella-interactive
Enable Integrations or automations with these events of BoldSign and ella-interactive
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your BoldSign and ella-interactive accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in ella-interactive (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in ella-interactive. This includes choosing which data fields go into which fields of ella-interactive, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and ella-interactive 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 ella-interactive. 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.
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About ella-interactive
Ella Interactive is a software tool for business owners, freelancers, ad agencies, and enterprises looking to skyrocket their digital marketing results.
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