Connect tawk.to and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Starts Chat
Chat Ends
New Chat Transcript Arrives
Ticket Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use tawk.to and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Ticket Created
Create a support ticket for a chat on the selected Tawk.to property.
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.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
List Properties
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
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 tawk.to and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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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