Integrate BoldSign with Sendlane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Subscribe a Contact in Sendlane when Draft Created in BoldSign
Unsubscribe a Contact in Sendlane when Draft Created in BoldSign
Delete a Contact in Sendlane when Draft Created in BoldSign
Get a Contact Detail in Sendlane when Draft Created in BoldSign
Create a List in Sendlane when Draft Created in BoldSign
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
Sendlane
Automatically do this!
Subscribe a Contact
Unsubscribe a Contact
Delete a Contact
Get a Contact Detail
Create a List
Update a List
Get a List Detail
Get a Campaign Detail
Add Contact
Subscribe a Contact in Sendlane when Draft Created in BoldSign
Use this flowUnsubscribe a Contact in Sendlane when Draft Created in BoldSign
Use this flowDelete a Contact in Sendlane when Draft Created in BoldSign
Use this flowGet a Contact Detail in Sendlane when Draft Created in BoldSign
Use this flowCreate a List in Sendlane when Draft Created in BoldSign
Use this flowUpdate a List in Sendlane when Draft Created in BoldSign
Use this flowGet a List Detail in Sendlane when Draft Created in BoldSign
Use this flowGet a Campaign Detail in Sendlane when Draft Created in BoldSign
Use this flowAdd Contact to Sendlane when Draft Created in BoldSign
Use this flowSubscribe a Contact in Sendlane when Document Send in Boldsign
Use this flowEverything you can automate between BoldSign and Sendlane.
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.
Subscribe a contact by its email ID.
Unsubscribe a contact by its email ID
Delete a Contact by its email id

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 moreSendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
Learn moreSign up for a free viaSocket account, then authorize both your BoldSign and Sendlane 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 Sendlane 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 Sendlane. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Sendlane, and a separate workflow where Sendlane 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 Sendlane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Sendlane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.