Connect Gorgias and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Gorgias and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new support ticket 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 Gorgias integrations.
Create Gorgias ticket
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Create customer
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update Customer
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Delete Customer
Remove a customer from Gorgias using their customer ID.
Add message to ticket
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
Create User
Add a new user to Gorgias with an email and role, and set optional language, country, and timezone.
Know More About Gorgias and Boldsign Integrations
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Frequently Asked Questions
To start, connect both your Gorgias and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Gorgias 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 Gorgias 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 Gorgias 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 Gorgias
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
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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