Connect Typeform 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 Entry
Triggers when a form is submitted
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).
Do thisActions
Action is the task that follows automatically within your Typeform integrations.
Create an Empty Form
Creates a new empty form.
Duplicate an Existing Form
Duplicates an existing form
Lookup Responses
Look up responses for a given criteria
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
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Step by step guides to integrate Typeform and BoldSign
Frequently Asked Questions
To start, connect both your Typeform and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Typeform triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Typeform 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 Typeform 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 Typeform 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 Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
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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