Connect BoldSign and pima to Build Intelligent Automations

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BoldSign

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pima

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Enable Integrations or automations with these events of BoldSign and pima

Enable Integrations or automations with these events of BoldSign and pima

Triggers

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.

Actions

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.

Request a new Action for BoldSign

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Frequently Asked Questions

How do I start an integration between BoldSign and pima?

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

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

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

How often does the data sync between BoldSign and pima?

The data sync between BoldSign and pima 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 pima?

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 pima?

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

About pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

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