Connect Facebook Messenger and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message from Page
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Facebook Messenger and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message from Page
Runs when a user sends a new message to your Facebook Page on Messenger.
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).
Do thisActions
Action is the task that follows automatically within your Facebook Messenger integrations.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
Set Ice Breakers
Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.
Set Persistent Menu
The Persistent Menu allows you to create and send a menu of the main features of your business.
Set Sender Actions
Set Sender Actions, display your actions in a conversation to let message recipients know that you have seen and are processing their message.
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Frequently Asked Questions
To start, connect both your Facebook Messenger and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Messenger triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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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