Connect Zoho Sprints and BoldSign to Build Intelligent Automations

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Zoho Sprints

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Epic

New Epic

Triggers when a new epic is created.

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).

Do thisActions

Action is the task that follows automatically within your Zoho Sprints integrations.

Get Projects

Get Projects

Get all projects of a team

List Workspaces

List Workspaces

Get the list of all the workspaces in which you are associated.

Create Epic

Create Epic

Creates a new epic.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

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Frequently Asked Questions

How do I start an integration between Zoho Sprints and BoldSign?

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

Can we customize how data from Zoho Sprints is recorded in BoldSign?

Absolutely. You can customize how Zoho Sprints 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 Zoho Sprints and BoldSign?

The data sync between Zoho Sprints 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 Zoho Sprints 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 Zoho Sprints and BoldSign?

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

Zoho Sprints

About Zoho Sprints

Zoho Sprints is an agile project management tool designed to help teams plan, track, and manage their work efficiently. It offers features like sprint planning, backlog management, time tracking, and collaboration tools to ensure teams can deliver projects on time and within scope.

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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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