Connect BoldSign and Shopify 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!
Create Customer
Find a Customer
Create Order
Find Product Variant by Title
Get all Orders
Create Product
Update Customer
Find Order
Search Product byTitle
Find or Create customer
Update product variant
Get Order Status
Create Draft Order
Update Cart Item Quantity
Delete Cart Item
Add Discount Coupon Code
Remove Discount Code
Get the product Inventory Stock
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Shopify Product
Adjust Inventory Quantity
Ready to use BoldSign and Shopify 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.
Create Customer
Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find a Customer
Find a customer by Name and Email.
Create Order
Create a new order
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Step by step guides to integrate BoldSign and Shopify
Frequently Asked Questions
To start, connect both your BoldSign and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Shopify (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Shopify 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 Shopify. 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 Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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