Connect BoldSign and Elastic Email
Integrate BoldSign with Elastic Email to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Campaigns from Elastic Email when Draft Created in BoldSign
List Contacts from Elastic Email when Draft Created in BoldSign
Create or Update Email Template in Elastic Email when Draft Created in BoldSign
List Email Templates from Elastic Email when Draft Created in BoldSign
Unsubscribe Contacts from Elastic Email when Draft Created in BoldSign
Popular BoldSign + Elastic Email 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
Elastic Email
Automatically do this!
List Campaigns
List Contacts
Create or Update Email Template
List Email Templates
Unsubscribe Contacts
Get All Contacts from a List
Find Contact By Email
Delete Contact
Create Contact
Create Contact List
Get Email Template
Get Campaign Details
List Campaigns from Elastic Email when Draft Created in BoldSign
Use this flowList Contacts from Elastic Email when Draft Created in BoldSign
Use this flowCreate or Update Email Template in Elastic Email when Draft Created in BoldSign
Use this flowList Email Templates from Elastic Email when Draft Created in BoldSign
Use this flowUnsubscribe Contacts from Elastic Email when Draft Created in BoldSign
Use this flowGet All Contacts from a List from a list in Elastic Email when Draft Created in BoldSign
Use this flowFind Contact By Email in Elastic Email when Draft Created in BoldSign
Use this flowDelete Contact in Elastic Email when Draft Created in BoldSign
Use this flowCreate Contact in Elastic Email when Draft Created in BoldSign
Use this flowCreate Contact List in Elastic Email when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Elastic Email.
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.
List Campaigns
Retrieve campaigns, or find a campaign by name.
List Contacts
List contacts in your Elastic Email account.
Create or Update Email Template
Create or update an email template identified by name.
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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Elastic Email 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 Elastic Email 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 Elastic Email. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Elastic Email, and a separate workflow where Elastic Email 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 Elastic Email. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Elastic Email integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
