Connect 36Blocks and BoldSign
Integrate 36Blocks with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Companies from 36Blocks when Draft Created in BoldSign
List Client Users from 36Blocks when Draft Created in BoldSign
Get Company Members from 36Blocks when Draft Created in BoldSign
Get User Details from 36Blocks when Draft Created in BoldSign
Log Out All Users from 36Blocks when Draft Created in BoldSign
Popular 36Blocks + BoldSign flows
Start from a real workflow other teams are already running.
Get all Companies from 36Blocks when Draft Created in BoldSign
Use this flowList Client Users from 36Blocks when Draft Created in BoldSign
Use this flowGet Company Members from 36Blocks when Draft Created in BoldSign
Use this flowGet User Details from 36Blocks when Draft Created in BoldSign
Use this flowLog Out All Users from 36Blocks when Draft Created in BoldSign
Use this flowGet all Companies from 36Blocks when Document Send in Boldsign
Use this flowList Client Users from 36Blocks when Document Send in Boldsign
Use this flowGet Company Members from 36Blocks when Document Send in Boldsign
Use this flowGet User Details from 36Blocks when Document Send in Boldsign
Use this flowLog Out All Users from 36Blocks when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between 36Blocks and BoldSign.
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 36Blocks integrations.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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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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 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 36Blocks and BoldSign 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 36Blocks and BoldSign 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 BoldSign. No coding required.
Yes. You can set up a workflow where 36Blocks triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in 36Blocks. 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 36Blocks and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 36Blocks and BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
