Connect SurveyMars and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Response Submitted
New Survey Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use SurveyMars and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Response Submitted
Runs when new survey response is submitted
New Survey Created
Runs when new survey 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 SurveyMars integrations.
Create Survey From Template
Create a new survey from an existing template.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
Find AI Created Survey
Retrieve the details of a specific AI created survey.
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.
Know More About Surveymars and Boldsign Integrations
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Frequently Asked Questions
To start, connect both your SurveyMars and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMars triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how SurveyMars 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 SurveyMars 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 SurveyMars 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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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