Connect BoldSign and Doubletick
Integrate BoldSign with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Draft Created in BoldSign
Send WhatsApp Media Message in Doubletick when Draft Created in BoldSign
Send WhatsApp Template Message in Doubletick when Draft Created in BoldSign
Create a new group in Doubletick when Draft Created in BoldSign
Add a member to a group in Doubletick when Draft Created in BoldSign
Popular BoldSign + Doubletick 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
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when Draft Created in BoldSign
Use this flowSend WhatsApp Media Message in Doubletick when Draft Created in BoldSign
Use this flowSend WhatsApp Template Message in Doubletick when Draft Created in BoldSign
Use this flowCreate a new group in Doubletick when Draft Created in BoldSign
Use this flowAdd a member to a group in Doubletick when Draft Created in BoldSign
Use this flowDelete a group in Doubletick when Draft Created in BoldSign
Use this flowGet Customer Details in Doubletick when Draft Created in BoldSign
Use this flowAdd Tag to a Customer in Doubletick when Draft Created in BoldSign
Use this flowDelete a Template in Doubletick when Draft Created in BoldSign
Use this flowAssign team member to chat in Doubletick when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Doubletick.
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 WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Doubletick 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 Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Doubletick, and a separate workflow where Doubletick 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 Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
