Connect BoldSign and Just Invoice
Integrate BoldSign with Just Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Just Invoice when Draft Created in BoldSign
Get Invoice details from Just Invoice when Draft Created in BoldSign
Finalize Invoice in Just Invoice when Draft Created in BoldSign
Mark Invoice Paid in Justinvoice-app when Draft Created in BoldSign
Cancel an Invoice in Just Invoice when Draft Created in BoldSign
Popular BoldSign + Just Invoice 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
Just Invoice
Automatically do this!
Create Invoice
Get Invoice details
Finalize Invoice
Mark Invoice Paid
Cancel an Invoice
Delete Invoice
Create Invoice in Just Invoice when Draft Created in BoldSign
Use this flowGet Invoice details from Just Invoice when Draft Created in BoldSign
Use this flowFinalize Invoice in Just Invoice when Draft Created in BoldSign
Use this flowMark Invoice Paid in Justinvoice-app when Draft Created in BoldSign
Use this flowCancel an Invoice in Just Invoice when Draft Created in BoldSign
Use this flowDelete Invoice in Just Invoice when Draft Created in BoldSign
Use this flowCreate Invoice in Just Invoice when Document Send in Boldsign
Use this flowGet Invoice details from Just Invoice when Document Send in Boldsign
Use this flowFinalize Invoice in Just Invoice when Document Send in Boldsign
Use this flowMark Invoice Paid in Justinvoice-app when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Just Invoice.
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 Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get Invoice details
Show details for a selected invoice
Finalize Invoice
Finalize an invoice to lock its details and mark it as complete.
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 Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Just Invoice 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 Just Invoice 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 Just Invoice. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Just Invoice, and a separate workflow where Just Invoice 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 Just Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Just Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
