Connect BoldSign and Salesflare
Integrate BoldSign with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Person in Salesflare when Draft Created in BoldSign
Find Pipeline Stage in Salesflare when Draft Created in BoldSign
Find User in Salesflare when Draft Created in BoldSign
Add Contact to Account in Salesflare when Draft Created in BoldSign
Add User to Account in Salesflare when Draft Created in BoldSign
Popular BoldSign + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find Person in Salesflare when Draft Created in BoldSign
Use this flowFind Pipeline Stage in Salesflare when Draft Created in BoldSign
Use this flowFind User in Salesflare when Draft Created in BoldSign
Use this flowAdd Contact to Account in Salesflare when Draft Created in BoldSign
Use this flowAdd User to Account in Salesflare when Draft Created in BoldSign
Use this flowCreate Account in Salesflare when Draft Created in BoldSign
Use this flowCreate Call in Salesflare when Draft Created in BoldSign
Use this flowCreate Contact in Salesflare when Draft Created in BoldSign
Use this flowCreate Internal Note in Salesflare when Draft Created in BoldSign
Use this flowCreate Meeting in Salesflare when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Salesflare.
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.
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
