Connect Office 365 and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Office 365 and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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.
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 Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Step by step guides to integrate Office 365 and BoldSign
Frequently Asked Questions
To start, connect both your Office 365 and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Office 365 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 Office 365 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 Office 365 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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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