Connect BoldSign and ERP Docs
Integrate BoldSign with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when Draft Created in BoldSign
Create Document from Template in ERP Docs when Draft Created in BoldSign
Get Bulk Send Batch from ERP Docs when Draft Created in BoldSign
Get Bulk Send Rows from ERP Docs when Draft Created in BoldSign
Get Documents from ERP Docs when Draft Created in BoldSign
Popular BoldSign + ERP Docs 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
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when Draft Created in BoldSign
Use this flowCreate Document from Template in ERP Docs when Draft Created in BoldSign
Use this flowGet Bulk Send Batch from ERP Docs when Draft Created in BoldSign
Use this flowGet Bulk Send Rows from ERP Docs when Draft Created in BoldSign
Use this flowGet Documents from ERP Docs when Draft Created in BoldSign
Use this flowDownload Signed Document from ERP Docs when Draft Created in BoldSign
Use this flowSend Document Reminder via ERP Docs when Draft Created in BoldSign
Use this flowGet Workspaces from ERP Docs when Draft Created in BoldSign
Use this flowDelete Brand Profile in ERP Docs when Draft Created in BoldSign
Use this flowGet Brand Profiles from ERP Docs when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and ERP Docs.
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.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
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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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.
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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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and ERP Docs 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 ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in ERP Docs, and a separate workflow where ERP Docs 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 ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
