Connect BoldSign and Campaign Monitor
Integrate BoldSign with Campaign Monitor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Subscriber to Campaign Monitor when Draft Created in BoldSign
Unsubscribe from Campaign Monitor when Draft Created in BoldSign
Create Draft Campaign in Campaign Monitor when Draft Created in BoldSign
List Clients in Campaign-monitor when Draft Created in BoldSign
Get Billing Details from Campaign Monitor when Draft Created in BoldSign
Popular BoldSign + Campaign Monitor 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
Campaign Monitor
Automatically do this!
Add Subscriber
Unsubscribe
Create Draft Campaign
List Clients
Get Billing Details
Update a Subscriber
Add Subscriber to Campaign Monitor when Draft Created in BoldSign
Use this flowUnsubscribe from Campaign Monitor when Draft Created in BoldSign
Use this flowCreate Draft Campaign in Campaign Monitor when Draft Created in BoldSign
Use this flowList Clients in Campaign-monitor when Draft Created in BoldSign
Use this flowGet Billing Details from Campaign Monitor when Draft Created in BoldSign
Use this flowUpdate a Subscriber in Campaign Monitor when Draft Created in BoldSign
Use this flowAdd Subscriber to Campaign Monitor when Document Send in Boldsign
Use this flowUnsubscribe from Campaign Monitor when Document Send in Boldsign
Use this flowCreate Draft Campaign in Campaign Monitor when Document Send in Boldsign
Use this flowList Clients in Campaign-monitor when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Campaign Monitor.
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.
Add Subscriber
Adds a new subscriber to a specified list, including custom field data if provided.
Unsubscribe
Remove a subscriber from a list.
Create Draft Campaign
Create and save a campaign draft with subject, content, and selected audience for review and later sending.
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 Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Campaign Monitor, and a separate workflow where Campaign Monitor 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 Campaign Monitor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Campaign Monitor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
