BoldSign + Halopsa Integration
Connect BoldSign to Halopsa in 1 click
Free forever.Use premium features free for 14 days.1.
Document is sent in BoldSign Instant- Document is signed in BoldSign Instant
- Document is completed in BoldSign Instant
- Draft document is created in BoldSign Instant
- Document is declined in BoldSign Instant
- Reminder is sent in BoldSign Instant
- Document is revoked in BoldSign Instant
- Template draft is created in BoldSign Instant
- Document template is created in BoldSign Instant
- Document is reassigned in BoldSign Instant
- Document authentication is failed in BoldSign Instant
- Template send is failed in BoldSign Instant
- Document is edited in BoldSign Instant
- Sender identity is created in BoldSign Instant
- Sender identity is denied in BoldSign Instant
- Sender identity is updated in BoldSign Instant
- Sender identity is deleted in BoldSign Instant
- Sender identity is verified in BoldSign Instant
- Sender identity is revoked in BoldSign Instant
- Document is viewed in BoldSign Instant
Site note is deleted in Halopsa Instant- CRM note is deleted in Halopsa Instant
- User is created in Halopsa Instant
- User is updated in Halopsa Instant
- User is deleted in Halopsa Instant
- Site is created in Halopsa Instant
- Site is updated in Halopsa Instant
- Site is deleted in Halopsa Instant
- Customer is created in Halopsa Instant
- Customer is updated in Halopsa Instant
- Customer is deleted in Halopsa Instant
- CRM note is created in Halopsa Instant
- CRM note is updated in Halopsa Instant
- Ticket is created in Halopsa Instant
- Site note is created in Halopsa Instant
- Site note is updated in Halopsa Instant
2.
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BoldSign
BoldSign is an intuitive, secure e‑signature platform offering legally binding signatures, audit trails, branding, bulk sends, ID verification, mobile-friendly workflows, and scalable API integrations
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
