Connect BoldSign and Screenshot API to Build Intelligent Automations
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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.
Capture Website Screenshot
Capture a high-quality screenshot of a web page.
Capture Scrolling Web Page Screenshot
Capture a high-quality full-page (scrolling) screenshot of a web page.
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Frequently Asked Questions
To start, connect both your BoldSign and Screenshot API accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Screenshot API (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Screenshot API . This includes choosing which data fields go into which fields of Screenshot API , setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Screenshot API 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 Screenshot API . 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 Screenshot API
ScreenshotAPI provides a powerful and easy-to-use service for capturing high-quality screenshots of websites. Ideal for developers, marketers, and businesses looking to automate the process of capturing website visuals for analysis, reporting, or presentation purposes.
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