Connect BoldSign and Pappers 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!
Search Companies
Get Company Details
Get Company Financials
Search Company Directors
Ready to use BoldSign and Pappers automations
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.
Search Companies
Find companies matching your search terms and selected filters.
Get Company Details
Retrieve company information from Pappers using SIREN or SIRET.
Get Company Financials
Retrieve a company's financial statements and key ratios for a specified year using its SIREN number.
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Frequently Asked Questions
To start, connect both your BoldSign and Pappers accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Pappers (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Pappers. This includes choosing which data fields go into which fields of Pappers, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Pappers 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 Pappers. 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 Pappers
Pappers.fr is a French business intelligence platform that provides access to comprehensive legal, financial, and administrative data on companies registered in France.
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