Connect Mailtrap and BoldSign to Build Intelligent Automations

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Mailtrap

When this happens...

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BoldSign

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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 Mailtrap integrations.

Get Contact Lists

Get Contact Lists

Allows you to get the list of your Lists and their IDs.

Create Contact

Create Contact

Creates a new contact.

Create Contact List

Create Contact List

Creates a new Contact Lists.

Delete Contact List

Delete Contact List

Delete existing Contact List.

Delete a Contact

Delete a Contact

Deletes Contact by his email.

Update Contact

Update Contact

Allows you to update Contact in Mailtrap

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Frequently Asked Questions

How do I start an integration between Mailtrap and BoldSign?

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

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

Absolutely. You can customize how Mailtrap 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 Mailtrap and BoldSign?

The data sync between Mailtrap 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 Mailtrap 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 Mailtrap and BoldSign?

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

Mailtrap

About Mailtrap

Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.

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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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