BoldSign + Salesforce

Connect BoldSign and Salesforce 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!

Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query

Ready to use BoldSign and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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.

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Frequently Asked Questions

How do I start an integration between BoldSign and Salesforce?

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

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

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

How often does the data sync between BoldSign and Salesforce?

The data sync between BoldSign and Salesforce 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 Salesforce?

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 Salesforce?

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

Business Document Management

Learn More

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRM Sales and CRM

Learn More

Connect BoldSign and Salesforce to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use BoldSign and Salesforce automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Draft Created

Document Send

Teamplate Create

Template send

Document Revoked

Document Declined

Do thisActionsAction is the task that follows automatically within your BoldSign integrations.

Create Contact

List Contacts

Delete Document

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

We'll help you get started

Know More About Boldsign and Salesforce Integrations

5 Simple Ways to Automate Salesforce

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About BoldSign

About Salesforce

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your BoldSign integrations.