BoldSign + Setmore Appointments

BoldSign + Setmore Appointments integrations

Send BoldSign documents from a template for new Setmore Appointments contacts

Automate your document management procedure with this handy Setmore Appointments and BoldSign workflow. Whenever a new contact is added in Setmore Appointments, a document from a predefined template gets dispatched in BoldSign instantly. This workflow saves time by streamlining the sending of important documents while ensuring consistent communication with your new contacts.

When this happens...
New ContactTriggers when a contact is created.
TriggerInstant
automatically do this!
Send Document From TemplateCreate and send a document out for signature based on a BoldSign template.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Setmore Appointments and BoldSign

Discover other triggers and actions you can use with Setmore Appointments and BoldSign

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
- Admin Mode
Trigger
Instant
Try It

- Admin Mode
Trigger
Instant
Try It

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
- Admin Mode
Trigger
Instant
Try It
- Choose Template
  Required
- Sandbox Mode
  Required
Action
Write

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

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking