Connect Hubstaff and BoldSign to Build Intelligent Automations

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Hubstaff

When this happens...

Choose an Action

BoldSign

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Ready to use Hubstaff and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

Document Declined

Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.

Do thisActions

Action is the task that follows automatically within your Hubstaff integrations.

Create a Project

Create a Project

Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.

Create a Client

Create a Client

Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.

Create a To-Do

Create a To-Do

Create a task in a selected Hubstaff project and assign it to a team member.

List Organization

List Organization

list all the organization

Get User

Get User

Get the user of HUbstaff.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

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Frequently Asked Questions

How do I start an integration between Hubstaff and BoldSign?

To start, connect both your Hubstaff and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Hubstaff triggers actions in BoldSign (or vice versa).

Can we customize how data from Hubstaff is recorded in BoldSign?

Absolutely. You can customize how Hubstaff 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.

How often does the data sync between Hubstaff and BoldSign?

The data sync between Hubstaff and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Hubstaff to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Hubstaff and BoldSign?

Yes, you can set conditional logic to control the flow of data between Hubstaff 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.

Hubstaff

About Hubstaff

Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.

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BoldSign

About 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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