Connect mite and BoldSign to Build Intelligent Automations

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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 mite integrations.

Create Service

Create Service

Creates a service.

Create Customer

Create Customer

Creates a Customer.

Create project

Create project

Creates a Project.

Delete Customer

Delete Customer

Delete an existing customer.

Delete Service

Delete Service

Delete an existing service.

Delete Project

Delete Project

Delete an existing Project.

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Frequently Asked Questions

How do I start an integration between mite and BoldSign?

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

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

Absolutely. You can customize how mite 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 mite and BoldSign?

The data sync between mite 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 mite 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 mite and BoldSign?

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

mite

About mite

Mite is a time tracking tool designed to help businesses and freelancers efficiently manage their time and projects. It offers features such as time tracking, reporting, and invoicing, making it easier to keep track of work hours and project progress.

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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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