Connect Dotdigital to BoldSign

Both apps 27Dotdigital 14BoldSign 13

• Trigger
  Campaign Activity

  Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.

• Trigger
  Campaign Opens

  Triggers when a contact opens the selected email campaign.

• Trigger
  Contact Created

  Triggers when a new contact is created in your Dotdigital account.

• Trigger
  Contact Suppressed

  Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from your Dotdigital account.

• Action
  Create a List

  Creates a new contact list (address book) in Dotdigital.

• Action
  Create Contact Data Field

  Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts.

• Action
  Create or Update Contact (Deprecated)

  Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations.

• Action
  Refresh Segment

  Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.

• Action
  Resubscribe Contact

  Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.

• Action
  Send Email Campaign

  Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.

• Action
  Send SMS

  Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages.

• Action
  Send Transactional Email

  Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.

• Action
  Add contact

  Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.

• Action
  Delete contact

  Deletes a contact from your BoldSign organization by its contact ID.

• Action
  Delete document

  Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.

• Action
  Download document

  Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.

• Action
  Get contact

  Returns the details of a BoldSign contact — name, email, company, job title and phone number.

• Action
  Get document

  Returns the properties of a BoldSign document — its status, title, signers and timestamps.

• Action
  List contacts

  Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.

• Action
  List documents

  Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.

• Action
  List templates

  Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.

• Action
  Revoke document

  Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.

• Action
  Send document

  Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.

• Action
  Send document reminder

  Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.

• Action
  Update contact

  Updates an existing BoldSign contact's name, email, phone number, job title and company.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.