Connect BoldSign and ActiveCampaign
Integrate BoldSign with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a User in ActiveCampaign when Draft Created in BoldSign
Find a Deal Task in ActiveCampaign when Draft Created in BoldSign
Find a Deal in ActiveCampaign when Draft Created in BoldSign
Find a Contact in ActiveCampaign when Draft Created in BoldSign
Create an Account in ActiveCampaign when Draft Created in BoldSign
Popular BoldSign + ActiveCampaign 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
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Find a User in ActiveCampaign when Draft Created in BoldSign
Use this flowFind a Deal Task in ActiveCampaign when Draft Created in BoldSign
Use this flowFind a Deal in ActiveCampaign when Draft Created in BoldSign
Use this flowFind a Contact in ActiveCampaign when Draft Created in BoldSign
Use this flowCreate an Account in ActiveCampaign when Draft Created in BoldSign
Use this flowCreate or Update a Deal in ActiveCampaign when Draft Created in BoldSign
Use this flowUpdate a Deal in Activecampaign when Draft Created in BoldSign
Use this flowFind all Campaigns in ActiveCampaign when Draft Created in BoldSign
Use this flowFind a Campaign in ActiveCampaign when Draft Created in BoldSign
Use this flowAdd or Remove Tag From Contact in ActiveCampaign when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and ActiveCampaign.
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.
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
Find a Deal
Find an existing deal by its title or email.
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 ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and ActiveCampaign 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 ActiveCampaign 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 ActiveCampaign. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign 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 ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
