Connect BoldSign and Gretel AI 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!
Get a specific Project
Create project
List Project
Update Project
Delete Project
List Project Members
Create or Update Invite / Membership
Delete Membership or Invite
List project artifacts
Create project artifact
Get project artifact
Delete project artifact
Get model
Query Models
Update model
Get model artifact
Delete model
Query record handlers
Get record handler
Update record handler
Delete record handler
Search Workflow Runs
Create Workflow Run
Cancel Workflow Run
Search Workflows
Get Your Billing Data
List Invites
List Clusters
Ready to use BoldSign and Gretel AI automations
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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.
Get a specific Project
Fetch a single project owned or belonged to by the current user by the project ID or project name.
Create project
Create a project. Project names must be globally unique and DNS name compliant.
List Project
List all projects the current user owns.
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Frequently Asked Questions
To start, connect both your BoldSign and Gretel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Gretel AI (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Gretel AI. This includes choosing which data fields go into which fields of Gretel AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Gretel AI 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 Gretel AI. 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 Gretel AI
Gretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
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