Connect TNZ and BoldSign to Build Intelligent Automations

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TNZ

When this happens...

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BoldSign

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Ready to use TNZ and BoldSign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

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 TNZ integrations.

Send SMS

Send SMS

Send an SMS to one or more phone numbers.

Create Contact

Create Contact

Create a new contact in the TNZ address book

Create Address Book Group

Create Address Book Group

Create a new address book group to organize contacts.

Search Contacts

Search Contacts

Fetch TNZ address book contacts by filters.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

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Frequently Asked Questions

How do I start an integration between TNZ and BoldSign?

To start, connect both your TNZ and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in TNZ triggers actions in BoldSign (or vice versa).

Can we customize how data from TNZ is recorded in BoldSign?

Absolutely. You can customize how TNZ 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.

How often does the data sync between TNZ and BoldSign?

The data sync between TNZ and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TNZ to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TNZ and BoldSign?

Yes, you can set conditional logic to control the flow of data between TNZ 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.

TNZ

About TNZ

TNZ is a comprehensive communication platform offering solutions for SMS, voice, and fax services, designed to enhance business communication and connectivity.

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BoldSign

About 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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