Connect BoldSign and Trackabi
Integrate BoldSign with Trackabi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoldSign + Trackabi 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
Trackabi
Automatically do this!
Get Company Profile
List Tasks
Create Client
Update Client
List Clients
Create a Project
List Projects
Create Time Entry
Find Time Entries
Get Time Entry
List Members
Find Leave Records
Get Company Profile from Trackabi when Draft Created in BoldSign
Use this flowList Tasks from Trackabi when Draft Created in BoldSign
Use this flowCreate Client in Trackabi when Draft Created in BoldSign
Use this flowUpdate Client in Trackabi when Draft Created in BoldSign
Use this flowList Clients from Trackabi when Draft Created in BoldSign
Use this flowCreate a Project in Trackabi when Draft Created in BoldSign
Use this flowList Projects from Trackabi when Draft Created in BoldSign
Use this flowCreate Time Entry in Trackabi when Draft Created in BoldSign
Use this flowFind Time Entries in Trackabi when Draft Created in BoldSign
Use this flowGet Time Entry from Trackabi when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between BoldSign and Trackabi.
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.
Get Company Profile
Get your Trackabi company profile and details.
List Tasks
Find tasks by ID, name, or project, or list tasks with optional sorting and pagination.
Create Client
Create a client record with name, contact details, address, notes, and optional billing (currency and hourly rates).
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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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 Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoldSign and Trackabi 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 Trackabi 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 Trackabi. No coding required.
Yes. You can set up a workflow where BoldSign triggers actions in Trackabi, and a separate workflow where Trackabi 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 Trackabi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoldSign and Trackabi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
