Connect Delighted and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Response
New Unsubscribe
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Delighted and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
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 Delighted integrations.
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
Find a person
find a person by email or phone number. Optionally creates a person if none is found.
Unsubscribe Person
Add a person to your unsubscribe list.
Send Email Survey
Send Email Platform Survey
Know More About Delighted and Boldsign Integrations
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your Delighted and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Delighted triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Delighted 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 Delighted 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 Delighted 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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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