Connect Graphy and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner is created
New Success Transaction
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Graphy and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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 Graphy integrations.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
Create a Learner
Creates a learner using email ID and Name
Find Product
Find product course/package details by name or ID
Update Course Validity
Update the course validity of the learner.
Find Learner
Find the learner details by name, email, mobile or ID
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Frequently Asked Questions
To start, connect both your Graphy and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Graphy triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Graphy 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 Graphy 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 Graphy 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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
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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