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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 TMETRIC integrations.
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
Get projects for time entry
Get projects available for time tracking
Tags for time entry
Get tags available within a specified project
Get statuses live
Retrieve current time‑tracking statuses of all users
List time‑off requests
Fetch all time‑off requests in a workspace
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Frequently Asked Questions
To start, connect both your TMETRIC and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in TMETRIC triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how TMETRIC 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 TMETRIC 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 TMETRIC 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 TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
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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