Connect Reamaze and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation Starts
New Message Created
New Contact Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Reamaze and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation Starts
Runs when new conversation starts
New Message Created
Runs when new message is created
New Contact Created
Runs 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.
Do thisActions
Action is the task that follows automatically within your Reamaze integrations.
Create Contact
Create a contact in Reamaze
Create Message
Send a message in a conversation
Create Conversation
Create a new customer conversation.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
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Frequently Asked Questions
To start, connect both your Reamaze and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Reamaze 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 Reamaze 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 Reamaze 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
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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