Connect VSCO Workspace and BoldSign to Build Intelligent Automations
Ready to use VSCO Workspace and BoldSign 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 VSCO Workspace integrations.
Create Contact
Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.
Create Job
Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
List All Orders
Retrieves the list of all orders
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Frequently Asked Questions
To start, connect both your VSCO Workspace and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in VSCO Workspace triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how VSCO Workspace 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 VSCO Workspace 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 VSCO Workspace 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 VSCO Workspace
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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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