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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
New subitem in board
Triggers when a New subitem in board
New Item in Board
Runs when new item in board
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Create Board
Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.
Archive Board
Archive a board to remove it from active boards while preserving its data.
Get Column Values
Retrieve column values for a specific item or a single column by its ID.
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board using the provided group name.
Delete Item
Delete an item from a monday.com board.
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Frequently Asked Questions
To start, connect both your monday.com and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how monday.com 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 monday.com 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 monday.com 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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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