Connect ChatBotKit and BoldSign
Integrate ChatBotKit with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Dataset Record to ChatBotKit when Draft Created in BoldSign
Create Conversation in ChatBotKit when Draft Created in BoldSign
Create dataset in ChatBotKit when Draft Created in BoldSign
Fetch DataSet in Chatbotkit when Draft Created in BoldSign
Delete Dataset from ChatBotKit when Draft Created in BoldSign
Popular ChatBotKit + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBotKit
When this happens...
- Request a new Trigger for ChatBotKit
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Add Dataset Record to ChatBotKit when Draft Created in BoldSign
Use this flowCreate Conversation in ChatBotKit when Draft Created in BoldSign
Use this flowCreate dataset in ChatBotKit when Draft Created in BoldSign
Use this flowFetch DataSet in Chatbotkit when Draft Created in BoldSign
Use this flowDelete Dataset from ChatBotKit when Draft Created in BoldSign
Use this flowCreate Dataset Record in ChatBotKit when Draft Created in BoldSign
Use this flowAdd Dataset Record to ChatBotKit when Document Send in Boldsign
Use this flowCreate Conversation in ChatBotKit when Document Send in Boldsign
Use this flowCreate dataset in ChatBotKit when Document Send in Boldsign
Use this flowFetch DataSet in Chatbotkit when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBotKit and BoldSign.
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 ChatBotKit integrations.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
Fetch DataSet
This action fetch dataset detail.
Delete Dataset
Delete a dataset from ChatBotKit
Create Dataset Record
Add a knowledge record to a dataset so the chatbot can find relevant answers.
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 ChatBotKit
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
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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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChatBotKit and BoldSign 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 ChatBotKit and BoldSign 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 BoldSign. No coding required.
Yes. You can set up a workflow where ChatBotKit triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in ChatBotKit. 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 ChatBotKit and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBotKit and BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
