Connect Chatwork and BoldSign to Build Intelligent Automations

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Chatwork

When this happens...

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message in a Room

New Message in a Room

Triggers when new message is created in Room.

Message Updated

Message Updated

Triggers when message is updated in a Room.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

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 Chatwork integrations.

Send Message

Send Message

Sends a new message to a specific group chat in ChatWork.

Get Chat Members

Get Chat Members

Get members of a chat room.

Add a task to a chat

Add a task to a chat

Add a new task to the chat.

Update Chat Room

Update Chat Room

update a chat room.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

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

How do I start an integration between Chatwork and BoldSign?

To start, connect both your Chatwork and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in BoldSign (or vice versa).

Can we customize how data from Chatwork is recorded in BoldSign?

Absolutely. You can customize how Chatwork 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.

How often does the data sync between Chatwork and BoldSign?

The data sync between Chatwork and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatwork to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatwork and BoldSign?

Yes, you can set conditional logic to control the flow of data between Chatwork 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.

Chatwork

About Chatwork

Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.

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BoldSign

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.

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