Connect Clockify and BoldSign to Build Intelligent Automations

Choose a Trigger

Clockify

When this happens...

Choose an Action

BoldSign

Automatically do this!

Ready to use Clockify and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

Document Declined

Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.

Do thisActions

Action is the task that follows automatically within your Clockify integrations.

Find Project

Find Project

Find a Project in a workspace.

Update a Client

Update a Client

Update your Client here

Delete a Client

Delete a Client

Delete a Client

Create Client

Create Client

Create a new client

Find Client

Find Client

Find a Client in Workspace.

Find Task

Find Task

Find Task by Name on a specified project and workspace.

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Frequently Asked Questions

How do I start an integration between Clockify and BoldSign?

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

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

Absolutely. You can customize how Clockify 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 Clockify and BoldSign?

The data sync between Clockify 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 Clockify 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 Clockify and BoldSign?

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

Clockify

About Clockify

Clockify, a time tracking and timesheet application, enables project-based work hour tracking for unlimited users at no cost.

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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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