Integrate BoldSign with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Email via Gmail when Draft Created in BoldSign
Add or Remove Labels on Emails in Gmail when Draft Created in BoldSign
Reply To Email Thread in Gmail when Draft Created in BoldSign
Get Thread Replies in Gmail when Draft Created in BoldSign
Search Email Messages in Gmail when Draft Created in BoldSign
Start from a real workflow other teams are already running.
BoldSign
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed
Gmail
Automatically do this!
Send Email
Add or Remove Labels on Emails
Reply To Email Thread
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Send Email via Gmail when Draft Created in BoldSign
Use this flowAdd or Remove Labels on Emails in Gmail when Draft Created in BoldSign
Use this flowReply To Email Thread in Gmail when Draft Created in BoldSign
Use this flowGet Thread Replies in Gmail when Draft Created in BoldSign
Use this flowSearch Email Messages in Gmail when Draft Created in BoldSign
Use this flowGet Email Attachment from Gmail when Draft Created in BoldSign
Use this flowCreate Email Draft in Gmail when Draft Created in BoldSign
Use this flowList all Mails from Gmail when Draft Created in BoldSign
Use this flowSend Email via Gmail when Document Send in Boldsign
Use this flowAdd or Remove Labels on Emails in Gmail when Document Send in Boldsign
Use this flowEverything you can automate between BoldSign and Gmail.
When this happensTriggers
A trigger is an event that starts a workflow.
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Action is the task that follows automatically within your BoldSign integrations.
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete an existing document.
send a new email message.
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Send a reply in an existing Gmail thread.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate BoldSign and Gmail workflows.

Learn how to automate BoldSign and Gmail workflows.

Learn how to automate BoldSign and Gmail workflows.

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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 moreGmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn moreSign up for a free viaSocket account, then authorize both your BoldSign and Gmail 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 Gmail 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 Gmail. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Gmail, and a separate workflow where Gmail 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 Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.