BoldSign + DisputeFox

Send documents from a template in BoldSign when new clients are added in DisputeFox

Streamline your client onboarding process with this efficient workflow. When a new client is added in DisputeFox, it immediately sends a document from a chosen template in BoldSign. This seamless integration not only saves time but it also ensures that every new client receives all the necessary documents right from the start. Enhance your productivity and make a positive first impression with ease.

When this happens...
New Client Added
Triggers when new client added.
TriggerInstant
automatically do this!
Send Document From Template
Create and send a document out for signature based on a BoldSign template.
ActionWrite

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Supported triggers and actions

Affiliate Updated
Trigger fire after updating new affiliate.
Trigger
Instant
Try It
Client Updated
Triggers when client updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead updated.
Trigger
Instant
Try It
New Affiliate Added
trigger fire after adding new affiliate.
Trigger
Instant
Try It
New Client Added
Triggers when new client added.
Trigger
Instant
Try It

New Lead Added
Triggers when new lead added.
Trigger
Instant
Try It
New Task Added
Triggers when new task added.
Trigger
Instant
Try It

Task Updated
Triggers when existing task updated.
Trigger
Instant
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Event Begins AtRequired
- Attendee EmailRequired
- Event Assigned ToRequired
- Event Title / Subject
- Description
- Is this Complete?
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Admin Mode
Trigger
Instant
Try It
- Admin Mode
Trigger
Instant
Try It

Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Trigger
Polling
Try It
Client Updated - Legacy
Trigger fire after updating new client.
Trigger
Polling
Try It
Lead Updated - Legacy
Trigger fire after updating new lead.
Trigger
Polling
Try It
New Affiliate Added - Legacy
trigger fire after adding new affiliate.
Trigger
Polling
Try It
New Client Added - Legacy
trigger fire after adding new client.
Trigger
Polling
Try It
New Lead Added - Legacy
trigger fire after adding new Lead.
Trigger
Polling
Try It
New Task Added - Legacy
Triggers when new task added.
Trigger
Polling
Try It
Task Updated - Legacy
Triggers when existing task updated.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Admin Mode
Trigger
Instant
Try It
- Choose TemplateRequired
- Sandbox ModeRequired
Action
Write

About BoldSign

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

Learn more

Related categories

Signatures

About DisputeFox

DisputeFox was designed from the ground up to be the World's Most Advanced All-in-One Credit Dispute Software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

BoldSign + DisputeFox

Send documents from a template in BoldSign when new clients are added in DisputeFox

Supported triggers and actions

Affiliate Updated

Client Updated

Lead Updated

New Affiliate Added

New Client Added

New Lead Added

New Task Added

Task Updated

Add New Lead

Add New Event

Add / Update Lead

Document Completed

Document Sent

Affiliate Updated - Legacy

Client Updated - Legacy

Lead Updated - Legacy

New Affiliate Added - Legacy

New Client Added - Legacy

New Lead Added - Legacy

New Task Added - Legacy

Task Updated - Legacy

Add New Client

Add / Update Client

Update Client / Lead

Document Declined

Send Document From Template

About BoldSign

Related categories

About DisputeFox

Related categories

Similar apps

Zapier Interfaces