Connect Elasticsearch and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Elasticsearch
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Elasticsearch and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your Elasticsearch integrations.
Create Document
Creates a document in Elasticsearch using the index name specified inside the document.
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Fuzzy Search
fuzzy search
Update Document
update a doc
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Frequently Asked Questions
To start, connect both your Elasticsearch and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Elasticsearch triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Elasticsearch 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 Elasticsearch 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 Elasticsearch 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 Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
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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