Connect BoldSign and Clearout to Build Intelligent Automations
Choose a Trigger
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed
Choose an Action
Automatically do this!
Verify Email Address
Verify Email Address for CatchAll
Verify Email Address for Disposable
Verify Email Address for Business Email
Verify Email Address for Role
Ready to use BoldSign and Clearout automations
Actions and Triggers
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.
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 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. 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
Know More About Boldsign and Clearout Integrations
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your BoldSign and Clearout accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in Clearout (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in Clearout. This includes choosing which data fields go into which fields of Clearout, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and Clearout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldSign and Clearout. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout 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
