Connect Rebrandly and BoldSign to Build Intelligent Automations

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Rebrandly

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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 Branded Link

New Branded Link

Trigger when create a new branded link.

New Click

New Click

Triggers when the Branded Link receives a new click.

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.

Do thisActions

Action is the task that follows automatically within your Rebrandly integrations.

Create Branded Link

Create Branded Link

create a short branded link from any url.

Update Branded Link

Update Branded Link

update the destination url of branded link

Create New Tag

Create New Tag

Creates a new tag in Rebrandly.

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 Rebrandly and BoldSign?

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

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

Absolutely. You can customize how Rebrandly 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 Rebrandly and BoldSign?

The data sync between Rebrandly 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 Rebrandly 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 Rebrandly and BoldSign?

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

Rebrandly

About Rebrandly

Rebrandly is the easiest way to create and share branded links (short URLs using your own domain name).

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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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