Connect Everhour and BoldSign to Build Intelligent Automations

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Everhour

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.

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).

Document Declined

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 Everhour integrations.

Create Task

Create Task

Creates a new task in Everhour.

Create Project

Create Project

Creates a new project.

Add Time

Add Time

Adds your time to a task.

Create Section

Create Section

Сreates section (column) in a project.

Start Timer

Start Timer

Starts a new timer for a task.

Stop Timer

Stop Timer

Stops the current timer.

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Frequently Asked Questions

How do I start an integration between Everhour and BoldSign?

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

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

Absolutely. You can customize how Everhour 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 Everhour and BoldSign?

The data sync between Everhour 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 Everhour 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 Everhour and BoldSign?

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

Everhour

About Everhour

Everhour is a time tracking and project management tool designed to help teams and businesses efficiently manage their time and resources. It integrates seamlessly with popular project management platforms, allowing users to track time, set budgets, and generate insightful reports to optimize productivity and project outcomes.

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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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