Connect innoChat and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message In Session
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use innoChat and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message In Session
Runs when new session message
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 innoChat integrations.
Send Message
Send text, get chatbot reply
Get Chatbot Session Messages
Retrieve session messages
Create Chatbot
Create a chatbot with settings
Create URL Source
Add website URL as data source
Get Chatbot Sessions
Get all sessions for a chatbot
Fetch All Chatbots
Show all chatbots
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Frequently Asked Questions
To start, connect both your innoChat and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in innoChat triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how innoChat 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 innoChat 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 innoChat 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 innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
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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