Connect Teachfloor and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Course Updated
Module Is Created
Element Is Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Teachfloor and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Course Updated
Runs when course is updated
Module Is Created
Runs when module is created
Element Is Created
Runs when element is 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.
Do thisActions
Action is the task that follows automatically within your Teachfloor integrations.
Invite User By Email
Send invite to join org/course
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 Teachfloor and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Teachfloor triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Teachfloor 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 Teachfloor 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 Teachfloor 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 Teachfloor
Teachfloor is an online cohort-based courses platform that allows any instructors to set up in just one-click their own online live academy
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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