Connect CoachingOS and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use CoachingOS and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
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.
Document Revoked
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Lead
Create a new lead
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 CoachingOS and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how CoachingOS 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 CoachingOS 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 CoachingOS 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 CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
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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