Connect GanttPRO and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Comment
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use GanttPRO and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
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.
Do thisActions
Action is the task that follows automatically within your GanttPRO integrations.
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
Update task
Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.
Add Comment To Task
Adds a comment to a specific task in a GanttPRO project by the selected user.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
Know More About Ganttpro and Boldsign Integrations
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Frequently Asked Questions
To start, connect both your GanttPRO and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in GanttPRO triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how GanttPRO 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 GanttPRO 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 GanttPRO 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 GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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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