Connect BoldSign and Folderit
Integrate BoldSign with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Account in Folderit when Draft Created in BoldSign
Update Account Information in Folderit when Draft Created in BoldSign
Delete an Account in Folderit when Draft Created in BoldSign
Create a Group in Folderit when Draft Created in BoldSign
Update Group Name in Folderit when Draft Created in BoldSign
Popular BoldSign + Folderit 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
Folderit
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Create an Account in Folderit when Draft Created in BoldSign
Use this flowUpdate Account Information in Folderit when Draft Created in BoldSign
Use this flowDelete an Account in Folderit when Draft Created in BoldSign
Use this flowCreate a Group in Folderit when Draft Created in BoldSign
Use this flowUpdate Group Name in Folderit when Draft Created in BoldSign
Use this flowDelete a Group from Folderit when Draft Created in BoldSign
Use this flowUpdate User Profile in Folderit when Draft Created in BoldSign
Use this flowAdd a Person to Folderit when Draft Created in BoldSign
Use this flowUpdate a Person in Folderit when Draft Created in BoldSign
Use this flowDelete a Person from Folderit when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Folderit.
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.
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Folderit 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 Folderit 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 Folderit. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Folderit, and a separate workflow where Folderit 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 Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Folderit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
