Connect Mandrill and BoldSign to Build Intelligent Automations

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Mandrill

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 Mandrill integrations.

Add Email

Add Email

Add an email to rejection allowlist

Remove Email

Remove Email

Romove an email to rejection allowlist

Add email to allowlist

Add email to allowlist

Adds an email to allowlist (Whitelists)

Remove email from allowlist

Remove email from allowlist

Remove an email from allowlist

Add Template

Add Template

Add a new template

Update Templates

Update Templates

Update an existing template

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Frequently Asked Questions

How do I start an integration between Mandrill and BoldSign?

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

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

Absolutely. You can customize how Mandrill 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 Mandrill and BoldSign?

The data sync between Mandrill 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 Mandrill 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 Mandrill and BoldSign?

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

Mandrill

About Mandrill

Mandrill is a scalable and affordable email infrastructure service that offers fast delivery and personalized transactional emails like password resets, welcome messages, and order confirmations through API or SMTP.

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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.

Learn More