Connect Space Invoices / Apollo and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
New Client
New Item
Payment Created
New Category
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Space Invoices / Apollo and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers When a new Document is created.
New Client
New Client Created.
New Item
New item created.
Payment Created
Payment Created.
New Category
Categories created in space invoice apollo.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Do thisActions
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a Document
Create a new Document
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.
Delete Document
Delete an existing document.
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Frequently Asked Questions
To start, connect both your Space Invoices / Apollo and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo 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 Space Invoices / Apollo 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 Space Invoices / Apollo 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 Space Invoices / Apollo
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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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