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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.
Add unsubscribe
Adds an email address to your account's unsubscribe list. This will prevent your account from sending any campaigns to this address.
Remove Email Address From Campaign
Stops a campaign from sending to a particular email address. This is different from "Add Unsubscribe" because this is like unsubscribing an address just for a particular campaign rather than account-wide.
Send a Transactional Email
Sends a single transactional email.
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Frequently Asked Questions
To start, connect both your BoldSign and GMass accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in GMass (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in GMass. This includes choosing which data fields go into which fields of GMass, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and GMass 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 GMass. 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 GMass
GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.
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