Connect Wati and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Wati and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a specific event occurs in Wati
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 Wati integrations.
Send Template Based What's App Message
Send a predefined WhatsApp message template with optional parameters to a recipient's phone number.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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Frequently Asked Questions
To start, connect both your Wati and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Wati 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 Wati 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 Wati 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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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