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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
New or Updated File
Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
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 Dropbox integrations.
Set or Remove Shared Link Password
Set or remove the expiration date/time for a Dropbox shared link. Optionally return the updated shared link metadata.
Delete File
Deletes the specified file.
Create Shared Link
Creates a shared link for a file.
Delete Folder
Deletes the specified folder.
Create Folder
Creates a new folder at the path you specify.
List Dropbox Folder Contents
Return the files and subfolders in a specified Dropbox folder. Options include recursive listing, including deleted entries, and returning media info.
Know More About Dropbox and Boldsign Integrations
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Step by step guides to integrate Dropbox and BoldSign
Frequently Asked Questions
To start, connect both your Dropbox and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Dropbox 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 Dropbox 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 Dropbox 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 Dropbox
Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.
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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