Connect waiverfile and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Update Event
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use waiverfile and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
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 waiverfile integrations.
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
Subscribe Edit Waiver
Subscribe to receive notifications whenever a waiver is edited.
Subscribe Edit Event
Subscribe to receive notifications whenever an event is edited.
Subscribe Edit Checkin
Subscribe to receive notifications whenever a check-in is edited.
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Frequently Asked Questions
To start, connect both your waiverfile and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how waiverfile 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 waiverfile 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 waiverfile 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 waiverfile
WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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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