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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Database Record
Triggers when a new database record created.
Database Record Updated
Triggers when a new database record 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.
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 Softr integrations.
Create User
Creates a new user.
Delete User
Delete a User by its email
Create Database Record
Create records in a database tables.
Delete Database Record
Deletes Database Record By its ID.
Update Database Record
Updates Database Record.
Search Database Record
Find Database Record by field value.
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Frequently Asked Questions
To start, connect both your Softr and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Softr triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Softr 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 Softr 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 Softr 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 Softr
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
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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