Connect Sanchay Crm and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Sanchay Crm and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact 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.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
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Frequently Asked Questions
To start, connect both your Sanchay Crm and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Sanchay Crm 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 Sanchay Crm 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 Sanchay Crm 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 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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