Connect Drip and BoldSign to Build Intelligent Automations

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Drip

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 Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Do thisActions

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

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

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 Drip and BoldSign?

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

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

Absolutely. You can customize how Drip 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 Drip and BoldSign?

The data sync between Drip 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 Drip 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 Drip and BoldSign?

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

Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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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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