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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Do thisActions
Action is the task that follows automatically within your Microsoft Teams integrations.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Create Private Channel
Create a new private channel in a team.
Reply to Channel Message
Creates a reply to a channel message
Send Chat Message
Sends a message in existing chat.
Get all Chats
Get an all existing chats.
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Step by step guides to integrate Microsoft Teams and BoldSign
Frequently Asked Questions
To start, connect both your Microsoft Teams and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Teams triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve 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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