Connect Google Contacts and BoldSign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contacts
Triggers when new contact is 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 Google Contacts integrations.
Create Contact
Creates a new contact in Google Contacts.
Add Contact to Group
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search Contact
Search a contact in Google Contacts by name, email or phonenumber.
Update Contact
Updates an existing contact in Google Contacts.
Delete Contact
Delete a contact from Google Contacts using email, full name, or phone number.
Update Group
update an existing group.
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Frequently Asked Questions
To start, connect both your Google Contacts and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Contacts triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Google Contacts 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 Google Contacts 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 Google Contacts 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 Google Contacts
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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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