Connect Respond.io and BoldSign to Build Intelligent Automations

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Respond.io

When this happens...

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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 Contact

New Contact

Triggers when new contact 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 Respond.io integrations.

Assign/Unassign Conversation

Assign/Unassign Conversation

Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.

List All Users

List All Users

Retrieves the list of all users

List All Contacts

List All Contacts

List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.

Add Comment

Add Comment

Adds a comment to a conversation

Add Space Tag

Add Space Tag

Adds a space tag

Add Tags

Add Tags

Add tags for a contact

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Frequently Asked Questions

How do I start an integration between Respond.io and BoldSign?

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

Can we customize how data from Respond.io is recorded in BoldSign?

Absolutely. You can customize how Respond.io 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 Respond.io and BoldSign?

The data sync between Respond.io 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 Respond.io 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 Respond.io and BoldSign?

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

Respond.io

About Respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

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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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