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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Data Source Item Created
Runs when New Data Source Item Created
Updated Data Source Item
Triggers when an item in a selected data source is updated
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.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Do thisActions
Action is the task that follows automatically within your Notion integrations.
Query A Data Source Item
Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Create Data Source Item
Create a new page in the selected Notion data source using provided fields. Optionally set an icon and cover, use a template, and add page content.
Update Data Source Item
Update a Notion data source page: change properties, icon or cover, lock/trash state, apply a template, and optionally replace or append page content.
Find Page By Title
Searches for a page by title
Get Data Source Details
Retrieves a data source in Notion using the data source ID.
Add Comment to Page
Adds a new comment to a Page.
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Frequently Asked Questions
To start, connect both your Notion and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Notion 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 Notion 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 Notion 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 Notion
Notion is an all-in-one workspace for note-taking, project management, and task organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
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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