Integrate BoldSign with your favorite apps
Easily connect BoldSign with the apps you use every day. Pick from thousands of available BoldSign integrations or customize
new ones through our automation platform.
Ready to use BoldSign automations
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Triggers and Actions in BoldSign Automations
viaSocket makes it simple to connect BoldSign and automate repetitive tasks.
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.
How to get started with BoldSign automations
Automate when something happens in BoldSign
Login -> Create new flow -> Select trigger -> Search BoldSign -> Choose the trigger from the list
Take action in BoldSign when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search BoldSign -> Choose the action from the list
Trigger
Action
Real-world use cases of BoldSign integrations
See how BoldSign integrates with popular apps to automate tasks and streamline your workflow.
- Integrate boldsign with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and boldsign databases.
- Integrate boldsign with MySQL to automatically sync records, facilitating seamless data exchange between boldsign and your SQL databases.
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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