Answering Service Care + BoldSign
Send documents from template in BoldSign when new messages arrive in Answering Service Care
Efficiently manage your client communications and document preparation with this handy automation. Every time a new message is received in the Answering Service Care app, a corresponding document from your preselected BoldSign template is automatically generated. This streamlined process not only saves time by reducing manual data entry but also ensures a prompt response to all incoming messages, thereby enhancing your business operations.
Efficiently manage your client communications and document preparation with this handy automation. Every time a new message is received in the Answering Service Care app, a corresponding document from your preselected BoldSign template is automatically generated. This streamlined process not only saves time by reducing manual data entry but also ensures a prompt response to all incoming messages, thereby enhancing your business operations.
- When this happens...New Message
Triggers when a new message is created by Answering Service Care.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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Start Date
End Date
Try ItMessage UUIDRequired
Sender NameRequired
Sender Email AddressRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Subject LineRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
Admin Mode
Try It
New Message
Triggers when a new message is created by Answering Service Care.
Try ItAccount NumberRequired
Channel TypeRequired
Call InstructionsRequired
ScheduleRequired
Time
Unit
Frequency
Day of week/Day of month
FromRequired
Account NumberRequired
Channel TypeRequired
ContactRequired
Message ContentRequired
ScheduleRequired
Time
Unit
Frequency
Day(s) of week/Day(s) of month
Admin Mode
Try It