Connect BoldSign and ProjectManager
Integrate BoldSign with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ProjectManager when Draft Created in BoldSign
Create Task in ProjectManager when Draft Created in BoldSign
Create Timesheet Entry in ProjectManager when Draft Created in BoldSign
Update Project in ProjectManager when Draft Created in BoldSign
Update Task in ProjectManager when Draft Created in BoldSign
Popular BoldSign + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Create Project in ProjectManager when Draft Created in BoldSign
Use this flowCreate Task in ProjectManager when Draft Created in BoldSign
Use this flowCreate Timesheet Entry in ProjectManager when Draft Created in BoldSign
Use this flowUpdate Project in ProjectManager when Draft Created in BoldSign
Use this flowUpdate Task in ProjectManager when Draft Created in BoldSign
Use this flowUpdate Timesheet Entry in ProjectManager when Draft Created in BoldSign
Use this flowGet Task Details from ProjectManager when Draft Created in BoldSign
Use this flowList Project Priorities from ProjectManager when Draft Created in BoldSign
Use this flowList Task Statuses from ProjectManager when Draft Created in BoldSign
Use this flowCreate Resource in ProjectManager when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and ProjectManager.
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
Create a new project with name, manager, dates, members, status, budget, and optional settings.
Create Task
Create a new task in a chosen project, setting name, assignees, dates, priority, status, and more.
Create Timesheet Entry
Create a timesheet entry for a person, task, and date with hours and notes. Only one entry allowed per person/task/day.
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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
