
When this happens...

Automatically do this!
Create Contact
List Contacts
Delete Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Action is the task that follows automatically within your mite integrations.
Creates a service.
Creates a Customer.
Creates a Project.
Delete an existing customer.
Delete an existing service.
Delete an existing Project.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
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 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 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.
Learn MoreBoldSign 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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