Connect BoldSign and Planly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldSign
Choose an Action
Automatically do this!
- Request a new Action for Planly
Enable Integrations or automations with these events of BoldSign and Planly
Enable Integrations or automations with these events of BoldSign and Planly
Actions
Create Contact
create a new contact to your account.
Delete Document
Delete an existing document.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoldSign and Planly accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Planly (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Planly. This includes choosing which data fields go into which fields of Planly, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Planly 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 Planly. 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 Planly
Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.
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