Connect Tuskr and BoldSign to Build Intelligent Automations

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Tuskr

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Test Run Result

New Test Run Result

runs when New Test Run Result

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).

Do thisActions

Action is the task that follows automatically within your Tuskr integrations.

Add test run results

Add test run results

Add multiple test run results to Tuskr.

Find a Project

Find a Project

Find a Project using ID or Name.

Create Test Run

Create Test Run

Create a test run with the provided data.

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.

Delete Document

Delete Document

Delete an existing document.

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Frequently Asked Questions

How do I start an integration between Tuskr and BoldSign?

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

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

Absolutely. You can customize how Tuskr 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 Tuskr and BoldSign?

The data sync between Tuskr 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 Tuskr 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 Tuskr and BoldSign?

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

Tuskr

About Tuskr

Tuskr is a comprehensive project management and task tracking tool designed to streamline workflows and enhance team productivity. It offers features like task assignments, progress tracking, and collaboration tools to ensure efficient project execution.

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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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