Connect Microsoft Sharepoint 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.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
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.
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find an existing list item on user given value.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Step by step guides to integrate Microsoft Sharepoint and BoldSign
Frequently Asked Questions
To start, connect both your Microsoft Sharepoint and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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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