Connect TimeOps and BoldSign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New User
Triggers when new user will be 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 TimeOps integrations.
Create Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
Start Timer
Starts the timer by creating a new registration.
Stop Timer
Stop the currently running timer.
List Customers
list all the customers.
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Frequently Asked Questions
To start, connect both your TimeOps and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeOps triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how TimeOps 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 TimeOps 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 TimeOps 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 TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
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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