Integrate BoldSign with lusha to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
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
lusha
Automatically do this!
Enrich Contacts
Enrich Companies
Enrich Contacts with Lusha when Draft Created in BoldSign
Use this flowEnrich Companies with Lusha when Draft Created in BoldSign
Use this flowEnrich Contacts with Lusha when Document Send in Boldsign
Use this flowEnrich Companies with Lusha when Document Send in Boldsign
Use this flowEnrich Contacts with Lusha when Teamplate Create in BoldSign
Use this flowEnrich Companies with Lusha when Teamplate Create in BoldSign
Use this flowEnrich Contacts with Lusha when Template send in Boldsign
Use this flowEnrich Companies with Lusha when Template send in Boldsign
Use this flowEnrich Contacts with Lusha when Document Revoked in BoldSign
Use this flowEnrich Companies with Lusha when Document Revoked in BoldSign
Use this flowEverything you can automate between BoldSign and lusha.
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.
Enrich a contact's profile with phone, email, job title, and more using their email, LinkedIn URL, or name and company.
Enrich a company's profile with industry, size, location, revenue, and more using their domain or company name.

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.
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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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 moreLusha is the easiest way to find email addresses & phone numbers from anywhere on the web, with just one click.
Learn moreSign up for a free viaSocket account, then authorize both your BoldSign and lusha 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 lusha 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 lusha. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in lusha, and a separate workflow where lusha 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 lusha. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and lusha integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.