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Connect AutoQuote3D and BoldSign

Integrate AutoQuote3D with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between AutoQuote3D and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

New Quote

New Quote

Runs when a new quote is created in your Business.

New Order

New Order

Runs when a new order is placed, optionally only for chosen statuses.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Do thisActions

Action is the task that follows automatically within your AutoQuote3D integrations.

Find Quotes

Find Quotes

List quotes in a date range, or get one quote with its parts by ID.

Find Orders

Find Orders

List paid orders by status and date range, or get one order by ID.

Get Store Analytics

Get Store Analytics

Get revenue, quote, order and material metrics for a date range.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

Request a new Action for AutoQuote3D
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations BoldSign
BoldSign + AutoQuote3D
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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

Frequently Asked Questions

How do I connect AutoQuote3D and BoldSign?

Sign up for a free viaSocket account, then authorize both your AutoQuote3D 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between AutoQuote3D and BoldSign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from AutoQuote3D to BoldSign?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where AutoQuote3D triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in AutoQuote3D. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between AutoQuote3D and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire AutoQuote3D 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.