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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Completed" from BoldSign.

Add your action

An action happens after the trigger—such as "Create or Update a Contact, Including Adding Tags" in systeme.io.

You’re connected!

Zapier seamlessly connects BoldSign and systeme.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Admin Mode
    Trigger
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    • Campaign
      Required
    Trigger
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    • Funnel
      Required
    • Funnel Step
      Required
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    Instant
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    • Admin Mode
    Trigger
    Instant
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    • Choose Template
      Required
    • Sandbox Mode
      Required
    Action
    Write
    • Funnel
      Required
    • Funnel Step
      Required
    Trigger
    Instant
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    • Funnel
      Required
    • Funnel Step
      Required
    Trigger
    Instant
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Connect BoldSign and systeme.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate systeme.io on the Zapier blog

Make work flow with AI

Level up your BoldSign to systeme.io integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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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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Signatures
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About systeme.io
Systeme.io allows you to build sales funnels, send emails and automate your entire business.
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