Connect Giddh and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ledger Entry Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Giddh and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ledger Entry Created
Runs when ledger entry created
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 Giddh integrations.
Create Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
Find Company
Find a Company using uniqueId.
Create Group
Creates a Group
Delete Group
Delete a Group.
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Frequently Asked Questions
To start, connect both your Giddh and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Giddh 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 Giddh 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 Giddh 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
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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