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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Document Revoked
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
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 Smartlook integrations.
Get Event
Retrieve the details of event
Get Funnel
Retrieve the details of funnel
List Events
Retrieve the details of event
List Funnels
Retrieve the details of funnel
Get Api Stats
This API retrieves event statistics from Smartlook within a specified date range and optional occurrence histogram interval.
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 Smartlook and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartlook triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Smartlook 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 Smartlook 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 Smartlook 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 Smartlook
Smartlook is an analytics tool that helps businesses understand user behavior on their websites and mobile apps. It provides features like session recordings, heatmaps, and event tracking to optimize user experience and improve conversion rates.
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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