Connect Dust and BoldSign to Build Intelligent Automations

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Dust

When this happens...

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BoldSign

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Ready to use Dust and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a new document is created / upserted.

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).

Do thisActions

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

Talk to an Agent

Talk to an Agent

Send a message to a Dust a gent and retrieve the answer.

Upload Document

Upload Document

Upload a document to a Dust Data Source / Folder.

Search Agent

Search Agent

Search for agent configurations by name in the workspace.

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.

Delete Document

Delete Document

Delete an existing document.

Request a new Action for Dust

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Frequently Asked Questions

How do I start an integration between Dust and BoldSign?

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

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

Absolutely. You can customize how Dust 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 Dust and BoldSign?

The data sync between Dust 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 Dust 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 Dust and BoldSign?

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

Dust

About Dust

Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.

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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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