Connect CallHippo and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Log Activity
New SMS Activity
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use CallHippo and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Activity
Triggers when there's a new call.
New SMS Activity
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
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.
Do thisActions
Action is the task that follows automatically within your CallHippo integrations.
Get All Users
Get all users in the account
Create a Contact
Create a new contact.
List All Campaign
List all the campaign in the account.
Send SMS
Send SMS through CallHippo
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.
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Frequently Asked Questions
To start, connect both your CallHippo and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how CallHippo data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between CallHippo and BoldSign 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 CallHippo and BoldSign. 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 CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
Learn MoreAbout 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.
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