Connect Wootric and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wootric
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Wootric and BoldSign automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your Wootric integrations.
Create End User
Creates a new end user in Wootric.
List End Users
Get all an existing users.
List Segments
List all an existing segments.
List Declines
Get all an existing declines.
Get All End User’s Declines
Get all an existing end user's declines.
Get NPS Summary
Get all an existing nps summary.
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Frequently Asked Questions
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.
About Wootric
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
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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