Connect Urable and BoldSign to Build Intelligent Automations
Ready to use Urable and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
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.
Do thisActions
Action is the task that follows automatically within your Urable integrations.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
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.
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Frequently Asked Questions
To start, connect both your Urable and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Urable 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 Urable 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 Urable 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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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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