Connect Bolna and Clicksign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Bolna
Choose an Action
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Ready to use Bolna and Clicksign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your Bolna integrations.
Make a Phone Call
Create outbound calls.
Get All Excecutions
Get all agent executions and their details.
List Voice AI Agents
Get a list of all Voice AI agents under your account.
List Phone Numbers
Get a list of all phone numbers associated with your account.
List Knowledgebases
Get a list of all knowledgebases associated with your account.
List Providers
Get a list of all providers associated with your Bolna account.
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Frequently Asked Questions
To start, connect both your Bolna and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Bolna triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Bolna data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between Bolna and Clicksign 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 Bolna and Clicksign. 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 Bolna
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
Learn MoreAbout Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
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