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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your Resend integrations.
Find Contact by ID or Email
Find a contact using their ID or email.
Create Recipient Group
Create a group of recipients to target messages for resending.
Delete Segment
Remove a recipient segment so it can’t be used in future messages.
Add Contact
Add a contact with email, name, subscription status, segments, topics, and custom fields.
Add Contact to Segment
Adds a contact to a segment.
Remove a Contact From a Segment
Remove a contact from a segment so they no longer receive messages sent to that segment.
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Frequently Asked Questions
To start, connect both your Resend and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Resend triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Resend 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 Resend 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 Resend 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 Resend
Resend is a platform designed to streamline and automate the process of resending emails, notifications, and other digital communications. It helps businesses ensure that important messages reach their intended recipients, even if the initial attempt fails. With Resend, users can manage and track their communication efforts efficiently, improving engagement and response rates.
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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