BoldSign is a digital signature app that allows users to sign documents securely and efficiently. With an intuitive interface, it enables easy uploading, signing, and sharing of documents, making the signing process quick and convenient.
With just one click, you're all set with the BoldSign & Sessions integrations.
One Click & Ready-to-Use BoldSign & Sessions Integrations
Triggers
Actions
Triggers when a signature request is sent to recipients.
Triggers when a new session is created.
Triggers when a document is signed by a recipient.
Triggers when a session is updated.
Triggers when the signing process is completed for a document.
Triggers when a session is started.
Triggers when a document is edited.
Triggers when a session is ended.
Triggers when a signature request is declined by a recipient.
Triggers when a booking is created.
Triggers when a signature request is revoked by the sender.
Triggers when a booking is updated.
Triggers when a signer reassigns a document.
Triggers when a booking is started.
Triggers when the signature request has expired.
Triggers when a booking is ended.
Triggers when a document is viewed by any of the recipients.
Triggers when an event is created.
Triggers when a signer's authentication to sign a document fails.
Triggers when an event is updated.
Triggers when email delivery is failed for any of the recipients in a signature request.
Triggers when an event is started.
Triggers when a signature request is failed to send.
Triggers when an event is ended.
Triggers when a draft document is created.
Triggers when an event is published.
Triggers when a signature request reminder email send by the sender.
Triggers when a new registration is done for an event.
Triggers when a sender identity is created successfully.
Triggers when a session is ended and transcripts are sent to participants.
Triggers when a user updates/re-requests the sender's identity.
Triggers when a takeaway becomes available.
Triggers when a user deletes the sender's identity.
Triggers when a summary is generated.
Triggers when a sender's identity revokes the permission to send documents on their behalf.
Triggers when recording status gets changed.
Triggers when a sender's identity accepts the invitation.
Triggers when a sender identity rejects an invitation.
Triggers when a template is created.
Triggers when a template create is failed.
Triggers when a draft template is created.
Triggers when a template send for signature request is failed.
Triggers when identity verification process is initiated by the signer.
Triggers when the identity verification process succeeds.
Triggers when the identity verification process fails.
Create a new contact
Creates a Session
Send a document from template
Delete a specific Session by ID.
Update an existing contact
Get a specific Session by session ID.
Get a specific contact details by it's ID
Returns 20 sessions for the current user, paginated.
Get the template details by it's ID.
Update an existing session by ID.
List all contact
Returns 20 booking pages for the current user, paginated
List all templates
Get a specific booking by booking ID.
List all documents
Returns a specific booking pages for the current user.
Create a new booking page.
Returns 20 bookings for the current user, paginated.
Update an existing booking page bt ID.
Create a new booking.
Update an existing booking by booking ID.
Cancel a booking by booking ID.
Delete a specific booking pages for the current user.
Delete a booking by booking ID.
Create a Event
Update a Event by ID.
Add a participant to event
Add Participant to Session
Register to the event as a guest by event ID
Get a Specific Event by event ID.
Create your custom integration by selecting the Trigger event and Action to be performed.
With Pabbly Connect, you can easily connect and integrate BoldSign and Sessions with different applications associated with CRM, Sales, Marketing, Productivity, or any other apps.
BoldSign
BoldSign is a digital signature app that allows users to sign documents securely and efficiently. With an intuitive interface, it enables easy uploading, signing, and sharing of documents, making the signing process quick and convenient.
Sessions
BoldSign
BoldSign is a digital signature app that allows users to sign documents securely and efficiently. With an intuitive interface, it enables easy uploading, signing, and sharing of documents, making the signing process quick and convenient.
Sessions
Pabbly Connect is an integration application that connects multiple applications together so that you can send data from one application to another application. Just 3 simple steps and you're good to go ahead with BoldSign and Sessions integrations!
Step 1
Start building automation workflow by setting up triggers and actions.
Step 2
Select the apps you would like to integrate into the workflow.
Step 3
Enable your workflow and start saving countless hours of manual work.
Start building automation workflow by setting up triggers and actions.
Select the apps you would like to integrate into the workflow.
Enable your workflow and start saving countless hours of manual work.
“ I moved from Zapier to Pabbly. We’re using ~1.6M tasks per month on Pabbly, and only 150k tasks are billable per month. I highly recommend Pabbly x2 !!!! "
Juan Colicchio,
LGG Media
How to integrate BoldSign with Sessions?
We know you want to automate your tasks and that's why are offering a step-by-step guide in integrating multiple applications.
Unlike others, Pabbly Connect does not charge for trigger and internal steps. Do up to 3X more workflow executions with BoldSign and Sessions compared to other platforms.
To ensure seamless operations, security, privacy and compliance needs to be coherent. Pabbly is SOC2 Type 2 and ISO 27001:2022 certified. We ensure that the customers data is protected without any lapses in the security. You're safe with us.
Get answers to most commonly asked questions.
Pabbly Connect is an integration application that connects multiple applications together, so that you can send data from one of your applications to another and sync your data across multiple applications. Know more here
Any action performed within your workflow is considered a task. Triggers are not included in the task count. Only action steps are included. Internal tasks of Pabbly Connect, such as Filter, Router, and Formatter, are not counted as tasks.
For example, sending one lead from Facebook Lead Ad to MailChimp counts as one task. If you have a multi-step automation workflow, the task count will depend on the number of action steps. For example, sending one lead from Facebook Lead Ad to MailChimp and then to Google Sheets would count as two tasks. Learn more.
Every check made to an external application to see if there is any new data in a day is counted as an operation. So, if a check is made every 5 minutes, that is 288 operations in a day, whether or not there is any new data. However, Pabbly Connect does not charge for operations. That’s why we say we provide unlimited operations.
For example, if you have a workflow that constantly checks a Google My Business page for new reviews and sends replies, each check of the page to see if there are any new reviews counts as an operation. So, whether or not you send a reply, you will always use 288 operations in a day.
A workflow consists of a trigger and one or more action steps involving the applications you want to integrate. A workflow can have a single trigger and one or more actions. When you turn on your workflow, the action steps will run every time the trigger event occurs.
Yes, all data will be synced automatically once you set up your triggers and actions correctly. Automation software works on the principle of “set it and forget it,” running automatically around the clock for you.
Yes, Pabbly Connect includes filters and path routers for advanced automation. You can specify filters based on values coming in through triggers and webhooks.
For example, with filters and path routers, you can specify that you want to send a customer who made a purchase of more than $1000 to the MailChimp premium list and a purchase of less than $1000 to the MailChimp normal users list.
No, not at all. Unlike others, we don’t count tasks for internal apps like filters, routers, text formatters, number formatters, schedules, iterators, date/time formatters, email parsers, data forwarders, and data formatters.
Yes, Pabbly Connect supports multi-step integrations. For example, when a new payment happens in Stripe or WooCommerce, you can send the customer details to MailChimp, add the customer email to a CRM for follow-up, and receive an SMS on your phone once everything is done.
Yes, Pabbly Connect is proud to be ISO 27001:2022 certified. This certification demonstrates our commitment to maintaining the highest standards of information security. ISO 27001:2022 is a globally recognized standard that provides a framework for establishing, implementing, maintaining, and continually improving an Information Security Management System (ISMS).
The pricing plans are based on the number of tasks allotted to an account. We have plans that offer a range of task allotments, from 12,000 to 9 million tasks per month. It’s worth noting that we are the only provider who doesn’t count tasks for triggers and internal applications
Yes, we can provide you with custom plans if you need more than 7 million tasks per month. Please contact us at [email protected] for more information.
Yes, you will be eligible for all future integrations and updates at no extra cost.
Yes. You can drop an email at [email protected] for more information on it.
Yes, you can cancel your subscription at any time. Just send an email to [email protected] with your request and we will take care of it for you.
Yes, you can signup here to become an affiliate and start promoting us – https://www.pabbly.com/affiliates/
You can always post your questions in our community forum where you can quickly get replies to all of your questions.
Yes, we do have a roadmap that allows you to see what we are working on. Click here to view roadmap..
Yes, we do. Keep in mind that annual subscriptions are 25% less than monthly ones along with additional bonuses and features so if you really want to get more, we highly recommend choosing the annual subscription instead!
Tier 1: 12,000 Tasks every month
Tier 2: 24,000 Tasks every month
Tier 3: 50,000 Tasks every month
Tier 4: 100,000 Tasks every month
Tier 5: 200,000 Tasks every month
Tier 6: 400,000 Tasks every month
Tier 7: 800,000 Tasks every month
Yes, Pabbly Connect is compliant with SOC2 Type 2 standards. This compliance signifies that our system’s design meets the trust principles set out by the American Institute of CPAs (AICPA) regarding security, availability, and confidentiality. SOC2 Type 2 compliance is particularly relevant for technology and cloud-based organizations like Pabbly, as it assures our customers that we have implemented rigorous controls to protect their data against unauthorized access and threats.
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