Connect Shoppy and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Is Placed
New Product Is Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Shoppy and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product Is 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.
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 Shoppy integrations.
Create product
Create a new product.
Update Product
Update product details
Delete Product
Delete a product from your store.
List Queries
Get queries from your Shoppy store.
Create Payment
Create a payment in Shoppy using the /api/v2/pay endpoint.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Frequently Asked Questions
To start, connect both your Shoppy and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Shoppy triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Shoppy 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 Shoppy 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 Shoppy 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 Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
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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