Connect SocialKit 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.
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 SocialKit integrations.
Get YouTube Details
Returns a video's title, channel info, views, likes, and comment count for a given YouTube URL.
Get YouTube Summary
Generate a concise summary of the video's content from a provided YouTube URL.
Get YouTube Comments
Retrieve up to the specified number of top comments from a YouTube video URL.
Get YouTube Transcript
Retrieve the complete transcript for a YouTube video using its URL.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
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Frequently Asked Questions
To start, connect both your SocialKit and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in SocialKit triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how SocialKit 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 SocialKit 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 SocialKit 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 SocialKit
SocialKit is a comprehensive platform designed to enhance your social media management and marketing efforts. With tools for scheduling, analytics, and content creation, it streamlines your social media strategy and boosts engagement.
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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