BoldSign + Rocketlane

BoldSign + Rocketlane integrations

Create new documents in BoldSign from newly created projects in Rocketlane

Stay organized and efficient with this workflow that kicks into gear as soon as a new project is created in your Rocketlane app. It instantly sends a document from a template in BoldSign, ensuring your project documentation is consistent and shared promptly. This integration streamlines your project management processes, letting you concentrate on project execution rather than administrative tasks.

When this happens...
Project CreatedTriggers when a new project is created.
TriggerInstant
automatically do this!
Send Document From TemplateCreate and send a document out for signature based on a BoldSign template.
ActionWrite

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More things you can do with Rocketlane and BoldSign

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

Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write

- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search
- Admin Mode
Trigger
Instant
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- Choose Template
  Required
- Sandbox Mode
  Required
Action
Write

- Changed Account Field
Trigger
Instant
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- Form Template
  Required
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- Project
  Required
Action
Write
- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search
- Admin Mode
Trigger
Instant
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- Admin Mode
Trigger
Instant
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About BoldSign

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

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Related categories

Signatures

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

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Related categories

Project Management