Connect BoldSign and mindStudio to Build Intelligent Automations

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

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 Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

Load an app

Load an app

Loads all apps in your workspace

Run Workflow

Run Workflow

Runs a workflow from your MindStudio AI app and creates a new thread.

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Frequently Asked Questions

How do I start an integration between BoldSign and mindStudio?

To start, connect both your BoldSign and mindStudio accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in mindStudio (or vice versa).

Can we customize how data from BoldSign is recorded in mindStudio?

Absolutely. You can customize how BoldSign data is recorded in mindStudio. This includes choosing which data fields go into which fields of mindStudio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoldSign and mindStudio?

The data sync between BoldSign and mindStudio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoldSign to mindStudio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoldSign and mindStudio?

Yes, you can set conditional logic to control the flow of data between BoldSign and mindStudio. 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

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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mindStudio

About mindStudio

mindStudio is an advanced AI-powered platform designed to enhance creativity and productivity. It offers a suite of tools that leverage artificial intelligence to assist users in generating ideas, creating content, and optimizing workflows. Ideal for creatives, professionals, and businesses looking to integrate AI into their processes.

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