
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed

Automatically do this!
Create a Single Project
Edit a Single Project
Deletes a Single Project
Create a New Environment
Update an Environment
Deletes a Single Environment
Create a Single Feature
Deletes a Single Feature
Create a Single Metric
Create a Single Archetype
Deletes a single archetype
Update a Single Archetype
Deletes a metric
Create a Single Dimension
Update a Single Dimension
Deletes a Single Dimension
Create a Single Fact Table
Deletes a Single Fact Table
Update a Single Fact Table
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When this happensTriggers
A trigger is an event that starts a workflow.
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Action is the task that follows automatically within your BoldSign integrations.
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete an existing document.
Creates a new project in GrowthBook.
Updates the details of an existing project in GrowthBook.
Deletes an existing project from GrowthBook.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BoldSign and Growthbook accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Growthbook (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Growthbook. This includes choosing which data fields go into which fields of Growthbook, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Growthbook 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 Growthbook. 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 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 MoreGrowthBook is a feature flagging and A/B testing platform designed to help teams make data-driven decisions. It allows users to easily manage feature rollouts, conduct experiments, and analyze results to optimize product development and user experience.
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