Connect procrew schedule and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use procrew schedule and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in Pro Crew Schedule.
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 procrew schedule integrations.
Create Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
Create Schedule
Create a new schedule in Pro Crew Schedule.
Create Task
Add a new task to the project schedule.
Create Time Tracker
Create a time tracker to record crew hours.
Create Time Off
Create a time off entry in Pro Crew Schedule.
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Frequently Asked Questions
To start, connect both your procrew schedule and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in procrew schedule triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how procrew schedule 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 procrew schedule 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 procrew schedule 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 procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
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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