BoldSign + Rocketlane

Create new documents in BoldSign from newly created projects in Rocketlane

Stay organized and efficient with this workflow that kicks into gear as soon as a new project is created in your Rocketlane app. It instantly sends a document from a template in BoldSign, ensuring your project documentation is consistent and shared promptly. This integration streamlines your project management processes, letting you concentrate on project execution rather than administrative tasks.

Stay organized and efficient with this workflow that kicks into gear as soon as a new project is created in your Rocketlane app. It instantly sends a document from a template in BoldSign, ensuring your project documentation is consistent and shared promptly. This integration streamlines your project management processes, letting you concentrate on project execution rather than administrative tasks.

  1. When this happens...
    RocketlaneRocketlane
    Project Created

    Triggers when a new project is created.

    TriggerInstant
  2. automatically do this!
    BoldSignBoldSign
    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

What does this mean?
boldsign logo
boldsign logo

About BoldSign

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

Related categories

  • Signatures
rocketlane logo
rocketlane logo

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Help

Related categories

  • Project Management