IntegrationsWootricBoldSign
Wootric + BoldSign

Connect Wootric and BoldSign to Build Intelligent Automations

Choose a Trigger

Wootric

When this happens...

Choose an Action

BoldSign

Automatically do this!

Enable Integrations or automations with these events of Wootric and BoldSign

Enable Integrations or automations with these events of Wootric and BoldSign

Actions

Create End User

Create End User

Creates a new end user in Wootric.

List End Users

List End Users

Get all an existing users.

List Segments

List Segments

List all an existing segments.

List Declines

List Declines

Get all an existing declines.

Get All End User’s Declines

Get All End User’s Declines

Get all an existing end user's declines.

Get NPS Summary

Get NPS Summary

Get all an existing nps summary.

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Frequently Asked Questions

How do I start an integration between Wootric and BoldSign?

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).

Can we customize how data from Wootric is recorded in BoldSign?

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.

How often does the data sync between Wootric and BoldSign?

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.

Can I filter or transform data before sending it from Wootric to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Wootric and BoldSign?

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

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

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BoldSign

About 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