Connect BoldSign and LeadConnector 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!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Ready to use BoldSign and LeadConnector 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.
Create Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
Update Task
Update the details of an existing task by its ID.
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Frequently Asked Questions
To start, connect both your BoldSign and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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