Integrate BoldSign with Gupshup to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Set User Opt Status in Gupshup when Document Send in Boldsign
Send WhatsApp Template Message via Gupshup when Document Send in Boldsign
Send WhatsApp Template Message via Gupshup when Teamplate Create in BoldSign
Send WhatsApp Message via Gupshup when Teamplate Create in BoldSign
Send WhatsApp Template Message via Gupshup when Template send in Boldsign
Start from a real workflow other teams are already running.
BoldSign
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed
Gupshup
Automatically do this!
Set User Opt Status
Send WhatsApp Template Message
Send WhatsApp Message
Set User Opt Status in Gupshup when Document Send in Boldsign
Use this flowSend WhatsApp Template Message via Gupshup when Document Send in Boldsign
Use this flowSend WhatsApp Template Message via Gupshup when Teamplate Create in BoldSign
Use this flowSend WhatsApp Message via Gupshup when Teamplate Create in BoldSign
Use this flowSend WhatsApp Template Message via Gupshup when Template send in Boldsign
Use this flowSend WhatsApp Template Message via Gupshup when Document Revoked in BoldSign
Use this flowSend WhatsApp Message via Gupshup when Document Revoked in BoldSign
Use this flowSet User Opt Status in Gupshup when Document Declined in BoldSign
Use this flowSend WhatsApp Message via Gupshup when Document Declined in BoldSign
Use this flowSend WhatsApp Template Message via Gupshup when Document Completed in BoldSign
Use this flowEverything you can automate between BoldSign and Gupshup .
When this happensTriggers
A trigger is an event that starts a workflow.
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Action is the task that follows automatically within your BoldSign integrations.
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete an existing document.
Sets whether a user is opted in or opted out for messaging.
Send a selected WhatsApp template to a contact via Gupshup. Fill template placeholders, provide App Name and sender/recipient numbers, and optionally attach an image, video, or document.
Send WhatsApp message

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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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 moreGupshup is a comprehensive messaging platform that enables businesses to build conversational experiences across various messaging channels. It provides tools for creating chatbots, managing customer interactions, and automating communication processes, making it easier for businesses to engage with their audience effectively.
Learn moreSign up for a free viaSocket account, then authorize both your BoldSign and Gupshup 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 Gupshup 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 Gupshup . No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Gupshup , and a separate workflow where Gupshup 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 Gupshup . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Gupshup integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.