Connect Xperiencify and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student Joins
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Xperiencify and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student Joins
Runs when a new student is added in Xperiencify.
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 Xperiencify integrations.
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
Remove Student From Course
Remove the student from a specific course.
Remove Student From All Course
Remove a student from all courses.
Add Tag to Student
Assign one or more tags to a student.
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Frequently Asked Questions
To start, connect both your Xperiencify and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Xperiencify 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 Xperiencify 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 Xperiencify 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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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