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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Record is Created.
Trigger when an Existing Record is Updated.
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.
Action is the task that follows automatically within your NocoDB integrations.
Creates a New Record.
Update an Existing Table.
Delete an Existing Table
Update an Existing Record.
Delete a Record.
Create a new Column in the Table.

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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 NocoDB and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how NocoDB 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 NocoDB 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 NocoDB 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.
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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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