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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Marketplace Order Item
Triggers when a new a new order item is created for an order coming from a marketplace (such as Etsy) or from a manual order.
New Order Item
Triggers when a new customized order is received and print-ready files are generated.
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.
Do thisActions
Action is the task that follows automatically within your Zakeke integrations.
Retrieve an order by ID
Retrieve existing an order by ID.
Get an order by code
Retrieve an order by code.
Retrieve a design by ID
Retrieve relevant data about a design.
Retrieve print-ready file with a given file format
Retrieve print-ready file with a given file format.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
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Frequently Asked Questions
To start, connect both your Zakeke and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zakeke triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Zakeke 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 Zakeke 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 Zakeke 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 Zakeke
Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.
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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