Connect LC.CX and BoldSign to Build Intelligent Automations

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LC.CX

When this happens...

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BoldSign

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Ready to use LC.CX and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Link Is Created

New Link Is Created

Runs when new link is created

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).

Do thisActions

Action is the task that follows automatically within your LC.CX integrations.

Create Short Link

Create Short Link

Create a shareable short link

List All Short Links

List All Short Links

List all short links in your account

Delete Short Link Permanently

Delete Short Link Permanently

Permanently delete short link

List All Workspaces

List All Workspaces

See all your workspaces

List All Domain

List All Domain

List all Domain

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 LC.CX and BoldSign?

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

Can we customize how data from LC.CX is recorded in BoldSign?

Absolutely. You can customize how LC.CX 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 LC.CX and BoldSign?

The data sync between LC.CX 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 LC.CX 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 LC.CX and BoldSign?

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

LC.CX

About LC.CX

LC.CX is a powerful URL shortening service that helps streamline your links for easier sharing and tracking. Perfect for marketers, social media managers, and anyone looking to optimize their link management.

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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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