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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 Zilliz integrations.
List Clusters
List all the Cluster
List Cloud Regions
List all the Cloud regions in zilliz.
Create Cluster
Create a dedicated cluster.
Delete Cluster
Deletes a Specified Cluster
List Alert Rules
List all the alert rules
List Projects
Get all projects in zilliz.
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Frequently Asked Questions
To start, connect both your Zilliz and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zilliz triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Zilliz 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 Zilliz 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 Zilliz 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 Zilliz
Zilliz is a leading provider of vector database solutions, designed to handle large-scale data processing and analytics. It offers advanced capabilities for managing and querying vector data, making it ideal for AI and machine learning applications. Zilliz's platform is optimized for high performance and scalability, enabling businesses to efficiently process and analyze complex datasets.
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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