Connect BoldSign and ClickUp
Integrate BoldSign with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoldSign + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
BoldSign
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed
Choose an action
ClickUp
Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create Task
Get User Info
Create a Space
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
Create New Document
Create New Document Page
Create Subtask
Send Message to Channel
Send Direct Message
Get all Lists in Clickup when Draft Created in BoldSign
Use this flowGet all Teams in Clickup when Draft Created in BoldSign
Use this flowGet all Spaces in Clickup when Draft Created in BoldSign
Use this flowGet all Tasks in Clickup when Draft Created in BoldSign
Use this flowGet all Folders in Clickup when Draft Created in BoldSign
Use this flowCreate Task in ClickUp when Draft Created in BoldSign
Use this flowGet User Info in Clickup when Draft Created in BoldSign
Use this flowCreate a Space in ClickUp when Draft Created in BoldSign
Use this flowCreate a List in Clickup when Draft Created in BoldSign
Use this flowCreate a Folder in Clickup when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Document Revoked
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your BoldSign integrations.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn more
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoldSign and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in BoldSign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoldSign and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
