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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 EventsAir integrations.
Retrieve List of Events
Retrieves List of Events
Retrieve List of Sessions for an Event
Retrieve List of Sessions
Retrieve Webhook Event Types
Retrieve Webhook Event Types
Retrieve List of Attendees for an Event
Retrieve List of Attendees for an Event
Retrieve a Event Sponsors by ID
Retrieve a Event Sponsors by ID
Retrieve List of Registration for an Event
Retrieve List of registrations for an Event
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Frequently Asked Questions
To start, connect both your EventsAir and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in EventsAir triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how EventsAir 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 EventsAir 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 EventsAir 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 EventsAir
EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.
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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