Connect BoldSign and Smartcat
Integrate BoldSign with Smartcat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete the project in Smartcat when Draft Created in BoldSign
Start processing the project statistics in Smartcat when Draft Created in BoldSign
Enable or disable fuzzy matches in Smartcat when Draft Created in BoldSign
Cancel project in Smartcat when Draft Created in BoldSign
Restore project in Smartcat when Draft Created in BoldSign
Popular BoldSign + Smartcat 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
Smartcat
Automatically do this!
Delete the project
Start processing the project statistics
Enable or disable fuzzy matches
Cancel project
Restore project
Complete project
Automatically assign all new documents/segments
Run the empty project folders deletion task
Set mode of access to perform work
Assign individual suppliers to perform task
Delete individual assignment
Set deadline for task
Delete the project in Smartcat when Draft Created in BoldSign
Use this flowStart processing the project statistics in Smartcat when Draft Created in BoldSign
Use this flowEnable or disable fuzzy matches in Smartcat when Draft Created in BoldSign
Use this flowCancel project in Smartcat when Draft Created in BoldSign
Use this flowRestore project in Smartcat when Draft Created in BoldSign
Use this flowComplete project in Smartcat when Draft Created in BoldSign
Use this flowAutomatically assign all new documents/segments in Smartcat when Draft Created in BoldSign
Use this flowRun the empty project folders deletion task in Smartcat when Draft Created in BoldSign
Use this flowSet mode of access to perform work in Smartcat when Draft Created in BoldSign
Use this flowAssign individual suppliers to perform task in Smartcat when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Smartcat.
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.
Delete the project
Delete the project.
Start processing the project statistics
Start processing the project statistics.
Enable or disable fuzzy matches
Enable/Disable fuzzy repetitions in project statistics
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 Smartcat
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Smartcat 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 Smartcat 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 Smartcat. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Smartcat, and a separate workflow where Smartcat 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 Smartcat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Smartcat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
