Connect BoldSign and TeamWave
Integrate BoldSign with TeamWave to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in TeamWave when Draft Created in BoldSign
List Project Timelog from TeamWave when Draft Created in BoldSign
List Project Share from TeamWave when Draft Created in BoldSign
Get Project Settings from TeamWave when Draft Created in BoldSign
Get PM User Permission from TeamWave when Draft Created in BoldSign
Popular BoldSign + TeamWave 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
TeamWave
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Create Task in TeamWave when Draft Created in BoldSign
Use this flowList Project Timelog from TeamWave when Draft Created in BoldSign
Use this flowList Project Share from TeamWave when Draft Created in BoldSign
Use this flowGet Project Settings from TeamWave when Draft Created in BoldSign
Use this flowGet PM User Permission from TeamWave when Draft Created in BoldSign
Use this flowList Taskgroups from TeamWave when Draft Created in BoldSign
Use this flowList Tasks from TeamWave when Draft Created in BoldSign
Use this flowList Events from TeamWave when Draft Created in BoldSign
Use this flowList Project Milestone from TeamWave when Draft Created in BoldSign
Use this flowList Files from TeamWave when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and TeamWave.
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 Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and TeamWave 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 TeamWave 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 TeamWave. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in TeamWave, and a separate workflow where TeamWave 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 TeamWave. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and TeamWave integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
