Connect BoldSign and Factures
Integrate BoldSign with Factures to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get All Companies from Factures when Draft Created in BoldSign
Get All Contacts from Factures when Draft Created in BoldSign
Get Invoices in Factures when Draft Created in BoldSign
Get All Credit Notes from Factures when Draft Created in BoldSign
Get All Products in Factures when Draft Created in BoldSign
Popular BoldSign + Factures 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
Factures
Automatically do this!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
Get All Companies from Factures when Draft Created in BoldSign
Use this flowGet All Contacts from Factures when Draft Created in BoldSign
Use this flowGet Invoices in Factures when Draft Created in BoldSign
Use this flowGet All Credit Notes from Factures when Draft Created in BoldSign
Use this flowGet All Products in Factures when Draft Created in BoldSign
Use this flowCreate Company in Factures when Draft Created in BoldSign
Use this flowUpdate Company in Factures when Draft Created in BoldSign
Use this flowCreate Contacts in Factures when Draft Created in BoldSign
Use this flowUpdate Contact in Factures when Draft Created in BoldSign
Use this flowDelete Company in Factures when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Factures.
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 All Companies
get comapnies details
Get All Contacts
get all contacts with details
Get Invoices
get all existing invoice in factures
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 Factures
Factures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Factures 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 Factures 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 Factures. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Factures, and a separate workflow where Factures 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 Factures. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Factures integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
