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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace 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 Instapage integrations.
Create Workspace
Creates a workspace.
Rename Workspace
Rename an existing workspace.
Delete Workspace
Delete an existing workspace.
Create Group
Creates a Group.
Update Group
Updates a Group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your Instapage and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Instapage triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Instapage 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 Instapage 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 Instapage 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 Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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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