Connect ReadMe and BoldSign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated branches
Retrieve branches updated in the last N minutes.
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 ReadMe integrations.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
Update category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create custom page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload image
Add an image to your ReadMe documentation.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Frequently Asked Questions
To start, connect both your ReadMe and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how ReadMe 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 ReadMe 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 ReadMe 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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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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