Connect BoldSign and Crisp
Integrate BoldSign with Crisp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Note Message via Crisp when Draft Created in BoldSign
Create Conversation in Crisp when Draft Created in BoldSign
Change Conversation State in Crisp when Draft Created in BoldSign
Search for a Profile in Crisp when Draft Created in BoldSign
Add Segments to Conversation in Crisp when Draft Created in BoldSign
Popular BoldSign + Crisp 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
Crisp
Automatically do this!
Send Note Message
Create Conversation
Change Conversation State
Search for a Profile
Add Segments to Conversation
Send Text Message
Search for Conversation
Send Note Message via Crisp when Draft Created in BoldSign
Use this flowCreate Conversation in Crisp when Draft Created in BoldSign
Use this flowChange Conversation State in Crisp when Draft Created in BoldSign
Use this flowSearch for a Profile in Crisp when Draft Created in BoldSign
Use this flowAdd Segments to Conversation in Crisp when Draft Created in BoldSign
Use this flowSend Text Message through Crisp when Draft Created in BoldSign
Use this flowSearch for Conversation in Crisp when Draft Created in BoldSign
Use this flowSend Note Message via Crisp when Document Send in Boldsign
Use this flowCreate Conversation in Crisp when Document Send in Boldsign
Use this flowChange Conversation State in Crisp when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Crisp.
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.
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating BoldSign and Crisp free
No credit card required. Set up your first workflow in minutes.
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 Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Crisp 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 Crisp 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 Crisp. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Crisp, and a separate workflow where Crisp 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 Crisp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Crisp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
