Connect Sendlane and BoldSign to Build Intelligent Automations

Choose a Trigger

Sendlane

When this happens...

Choose an Action

BoldSign

Automatically do this!

Ready to use Sendlane and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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).

Document Declined

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 Sendlane integrations.

Subscribe a Contact

Subscribe a Contact

Subscribe a contact by its email ID.

Unsubscribe a Contact

Unsubscribe a Contact

Unsubscribe a contact by its email ID

Delete a Contact

Delete a Contact

Delete a Contact by its email id

Get a Contact Detail

Get a Contact Detail

Get a contact detail by its email id

Create a List

Create a List

Create a list and specify sender's profile detail

Update a List

Update a List

Update a list from the list ID

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Sendlane and BoldSign?

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

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

Absolutely. You can customize how Sendlane 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 Sendlane and BoldSign?

The data sync between Sendlane 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 Sendlane 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 Sendlane and BoldSign?

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

Sendlane

About Sendlane

Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.

Learn More
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.

Learn More