Connect Phrase and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Created
Job Started
Job Completed
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Phrase and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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.
Do thisActions
Action is the task that follows automatically within your Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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Frequently Asked Questions
To start, connect both your Phrase and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Phrase triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Phrase 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 Phrase 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 Phrase 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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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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