Connect BoldSign and Powabase.ai
Integrate BoldSign with Powabase.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Agent in Powabase.ai when Draft Created in BoldSign
List Knowledge Bases from Powabase.ai when Draft Created in BoldSign
Find Sessions in Powabase.ai when Document Send in Boldsign
Create Agent in Powabase.ai when Document Revoked in BoldSign
List Knowledge Bases from Powabase.ai when Document Send in Boldsign
Popular BoldSign + Powabase.ai 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
Powabase.ai
Automatically do this!
Create Agent
Run Agent
Find Agents
Find Sessions
List Knowledge Bases
Create Agent in Powabase.ai when Draft Created in BoldSign
Use this flowList Knowledge Bases from Powabase.ai when Draft Created in BoldSign
Use this flowFind Sessions in Powabase.ai when Document Send in Boldsign
Use this flowCreate Agent in Powabase.ai when Document Revoked in BoldSign
Use this flowList Knowledge Bases from Powabase.ai when Document Send in Boldsign
Use this flowRun Agent on Powabase.ai when Document Send in Boldsign
Use this flowFind Sessions in Powabase.ai when Teamplate Create in BoldSign
Use this flowRun Agent on Powabase.ai when Teamplate Create in BoldSign
Use this flowRun Agent on Powabase.ai when Document Revoked in BoldSign
Use this flowFind Agents in Powabase.ai when Document Revoked in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Powabase.ai.
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.
Create Agent
Create an agent by specifying a name, model, optional system prompt, and settings such as temperature.
Run Agent
Send a message to an agent to run its workflow and get a response. Optionally include a session ID, specify context (knowledge bases, context handlers, overrides, or inline items), and set advanced options like max context tokens, citations, temperature, and a custom JSON response format.
Find Agents
Retrieve agents (all or a specific agent by ID) and optionally filter by name or model.
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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From idea to automation.
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 Powabase.ai
Powabase is an all-in-one development platform for AI applications that unifies a Postgres-based BaaS (RLS, auth, object storage, realtime) with built-in RAG pipelines, an agent runtime with tools, and drag-and-drop workflows—accessible through a single REST API. It’s open source with self-hosting via Docker or Kubernetes and a managed cloud option, and you bring your own LLM keys for cost and compliance control.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Powabase.ai 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 Powabase.ai 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 Powabase.ai. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Powabase.ai, and a separate workflow where Powabase.ai 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 Powabase.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Powabase.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
