Connect BoldSign and Workzappy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoldSign
Choose an Action
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
Enable Integrations or automations with these events of BoldSign and Workzappy
Enable Integrations or automations with these events of BoldSign and Workzappy
Actions
Create Contact
create a new contact to your account.
Delete Document
Delete an existing document.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
New Tag
Create a New tag.
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Frequently Asked Questions
To start, connect both your BoldSign and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Workzappy 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 Workzappy. 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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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