BoldDesk + BoldSign

BoldDesk + BoldSign integrations

Create BoldDesk tickets when new BoldSign signature requests are declined

With this integration in place, you can promptly follow up on cases where someone declines a signature request that you had sent out. A BoldDesk ticket for following up will be automatically created as soon as a new document gets declined in BoldSign.

When this happens...
Document DeclinedTriggers when the document is declined.
TriggerInstant
automatically do this!
Create TicketTriggers when a new support ticket is created.
ActionWrite

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More things you can do with BoldSign and BoldDesk

Discover other triggers and actions you can use with BoldSign and BoldDesk

- Admin Mode
Trigger
Instant
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- Admin Mode
Trigger
Instant
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Create Contact
Triggers when a new contact is created.
Trigger
Instant
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Update Contact Group
Triggers when existing contact group is updated.
Trigger
Instant
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- Brand
Trigger
Instant
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- Brand
- Ticket Form Template
Trigger
Instant
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Create Contact
Create a new contact.
Action
Write

Update Contact Group
Update an existing contact group
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write
- Brand
  Required
- TicketFormId
Action
Write
- ContactGroup External Reference Id
  Required
Action
Search
- Contact External Reference Id
  Required
Action
Search
- Ticket External Reference Id
  Required
Action
Search

- Admin Mode
Trigger
Instant
Try It
- Choose Template
  Required
- Sandbox Mode
  Required
Action
Write
Create Contact Group
Triggers when a new contact group is created.
Trigger
Instant
Try It
Update Contact
Triggers when existing contact is updated.
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
- Ticket Form Template
Trigger
Instant
Try It
Create Contact Group
Create a new contact group
Action
Write
Update Contact
Update an existing contact
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write
- Brand
  Required
- Ticket Form Template
Action
Write
- ContactGroup Name
  Required
Action
Search
- Contact Email
  Required
Action
Search
- Ticket ID
  Required
Action
Search

About BoldDesk

BoldDesk is a help desk software for managing your support email, automating repetitive tasks, and improving your customer’s experience.

HelpHelp

Related categories

Customer Support

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.

Learn moreLearn moreHelpHelp

Related categories

Signatures