Connect Twilio and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
New Phone Number Is Added
New Alert Appears
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Twilio and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when new message arrives
New Phone Number Is Added
Runs when new phone number is added
New Alert Appears
Runs when new alert appears
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 Twilio integrations.
Send SMS
Sends an SMS to a phone number.
Create Phone Call
Creates a phone call to a specified number.
Create Message
Sends a message from your phone number and can include media or a specific channel.
Get A Message
Returns details of a message
Delete a Message
Deletes a message by ID.
Get Call Details
Retrieves call details for a given call ID.
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Frequently Asked Questions
To start, connect both your Twilio and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Twilio triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Twilio 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 Twilio 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 Twilio 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 Twilio
Twilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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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