
When this happens...

Automatically do this!
Create Contact
Delete Document
Enable Integrations or automations with these events of Wootric and BoldSign
Creates a new end user in Wootric.
Get all an existing users.
List all an existing segments.
Get all an existing declines.
Get all an existing end user's declines.
Get all an existing nps summary.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Wootric and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Wootric triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Wootric 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 Wootric 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 Wootric 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.
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
Learn MoreBoldSign 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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