Connect Google Sheets and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Row Added Or Updated
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Google Sheets and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Row Added Or Updated
Runs when row added or updated
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 Sheets integrations.
Update Spreadsheet Row
Update columns in sheet row
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Rows
Delete one or more rows from a specific sheet in a Google Spreadsheet using a row range or row numbers.
Add New Row to Sheet
Insert a row with given values
Lookup Spreadsheet Rows
Find rows in a Google Sheet that match a column value or an advanced filter.
Copy Sheet To Spreadsheet
Copy a sheet to another file
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Step by step guides to integrate Google Sheets and BoldSign
Frequently Asked Questions
To start, connect both your Google Sheets and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Google Sheets 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 Sheets 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 Sheets 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 Sheets
Google Sheets is a cloud-based spreadsheet application that lets users create, edit, share, and collaborate on spreadsheets in real time.
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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