Connect Ryver and BoldSign to Build Intelligent Automations

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Ryver

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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 Team Created

New Team Created

Triggered when a new room is created.

New Topic/Post Created

New Topic/Post Created

Fetch posts created in a selected team (workroom), forum, or user stream since the specified time.

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 Ryver integrations.

Send Chat Message

Send Chat Message

Send a message to a team (workroom), forum, or user in Ryver.

Create Team

Create Team

Create a new Ryver team (workroom) with name, nickname, description, security setting, avatar and active status.

Send File

Send File

Attach a file (URL or text) as a post to a Team (workroom), Forum, or User in Ryver.

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.

Request a new Action for Ryver

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Frequently Asked Questions

How do I start an integration between Ryver and BoldSign?

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

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

Absolutely. You can customize how Ryver 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 Ryver and BoldSign?

The data sync between Ryver 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 Ryver 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 Ryver and BoldSign?

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

Ryver

About Ryver

Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.

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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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