Connect BoldSign and Kuration
Integrate BoldSign with Kuration to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project From Builder in Kuration when Draft Created in BoldSign
List Project Builders from Kuration when Draft Created in BoldSign
Find Projects in Kuration when Draft Created in BoldSign
Add Company to Project in Kuration when Draft Created in BoldSign
List Project Rows from Kuration when Draft Created in BoldSign
Popular BoldSign + Kuration 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
Kuration
Automatically do this!
Create Project From Builder
List Project Builders
Find Projects
Add Company to Project
List Project Rows
Create Project From Builder in Kuration when Draft Created in BoldSign
Use this flowList Project Builders from Kuration when Draft Created in BoldSign
Use this flowFind Projects in Kuration when Draft Created in BoldSign
Use this flowAdd Company to Project in Kuration when Draft Created in BoldSign
Use this flowList Project Rows from Kuration when Draft Created in BoldSign
Use this flowCreate Project From Builder in Kuration when Document Send in Boldsign
Use this flowList Project Builders from Kuration when Document Send in Boldsign
Use this flowFind Projects in Kuration when Document Send in Boldsign
Use this flowAdd Company to Project in Kuration when Document Send in Boldsign
Use this flowList Project Rows from Kuration when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Kuration.
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 Project From Builder
Create a project using a saved builder's configuration and optional form data.
List Project Builders
Retrieve project builders for viewing, filtering, or syncing to your tools.
Find Projects
Retrieve projects from your account or fetch a project's details. Supports name search, creation date filters, and record limits.
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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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 Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Kuration 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 Kuration 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 Kuration. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Kuration, and a separate workflow where Kuration 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 Kuration. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Kuration integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
