Full list

Supported Triggers & Actions

Everything you can automate between BoldSign and Clearout.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

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 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.

Verify Email Address

Verify Email Address

Verify an email address to know its status (Valid or Invalid or Catch-All or Disposable or Free Account, Spamtrap or Toxic).

Verify Email Address for CatchAll

Verify Email Address for CatchAll

Verify an email address for Catch-All. A 'Catch-All' email account is the account that captures emails sent to any invalid email addresses of the domain and never bounces it back to the sender.

Verify Email Address for Disposable

Verify Email Address for Disposable

Verify email address for Disposable. Generally, a disposable email address is a temporary mailbox that can only receive an email, self-destructed after a certain time elapses. It is also known by names like throwaway email, fake-mail or trash-mail, such type of email addresses are used for account activation, thus by not revealing personal email address to the service provider, so it is highly recommended not to send emails to disposable addresses

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 + Clearout
BoldSign logo

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
Integrations Clearout
Clearout + BoldSign
Clearout logo

About Clearout

Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.

Learn more

Frequently Asked Questions

How do I connect BoldSign and Clearout?

Sign up for a free viaSocket account, then authorize both your BoldSign and Clearout 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 BoldSign and Clearout 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 BoldSign to Clearout?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clearout. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where BoldSign triggers actions in Clearout, and a separate workflow where Clearout triggers actions in BoldSign. 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 BoldSign and Clearout. 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 BoldSign and Clearout integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.