Connect seven and BoldSign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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.
Do thisActions
Action is the task that follows automatically within your seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
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Frequently Asked Questions
To start, connect both your seven and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in seven triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how seven 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 seven 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 seven 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 seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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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