Connect Uscreen and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customers
New Program
New Offer
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Uscreen and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customers
Triggers when a customers is added.
New Program
Trigger when new program video is uploaded.
New Offer
Triggers when a Offer is processed for subscriptions, bundles.
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 Uscreen integrations.
Create User
Creates a new user
Get a Offer
Get a Offer
Assign User Access
Assigns a bundle or subscription to a customer.
Get User Detail by Email
Get a Customer/User Detail by email
Get a Program
Get a Program
Update a User
Update a User
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Frequently Asked Questions
To start, connect both your Uscreen and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Uscreen 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 Uscreen 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 Uscreen 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 Uscreen
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
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.
Learn More
