Connect BoldSign and Trackabi 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 Trackabi
Enable Integrations or automations with these events of BoldSign and Trackabi
Enable Integrations or automations with these events of BoldSign and Trackabi
Actions
Create Contact
create a new contact to your account.
Delete Document
Delete an existing document.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your BoldSign and Trackabi accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Trackabi (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Trackabi. This includes choosing which data fields go into which fields of Trackabi, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Trackabi 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 Trackabi. 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 Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
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