Connect CallHub and BoldSign to Build Intelligent Automations
Ready to use CallHub and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
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.
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
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.
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Frequently Asked Questions
To start, connect both your CallHub and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how CallHub 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 CallHub 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 CallHub 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 CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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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