Connect Productroad and BoldSign to Build Intelligent Automations

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Productroad

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Post

New Post

Trigger when new post created.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

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 Productroad integrations.

Change Post Status

Change Post Status

To change status of the post you need to know ID of that post

Create Post

Create Post

You can create posts on your own behalf or on behalf of your users.

Create a post on behalf of the customer

Create a post on behalf of the customer

The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

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Frequently Asked Questions

How do I start an integration between Productroad and BoldSign?

To start, connect both your Productroad and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Productroad triggers actions in BoldSign (or vice versa).

Can we customize how data from Productroad is recorded in BoldSign?

Absolutely. You can customize how Productroad 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.

How often does the data sync between Productroad and BoldSign?

The data sync between Productroad and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productroad to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productroad and BoldSign?

Yes, you can set conditional logic to control the flow of data between Productroad 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.

Productroad

About Productroad

Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.

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BoldSign

About 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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