Connect ClearCRM and BoldSign
Integrate ClearCRM with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Document in Boldsign when Get recent contracts from ClearCRM
Delete Document in Boldsign when New Customer in Clearcrm
Delete Document in Boldsign when New Estimate in Clearcrm
Delete Document in Boldsign when New Invoice in Clearcrm
Delete Document in Boldsign when Get recent leads from ClearCRM
Popular ClearCRM + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Delete Document in Boldsign when Get recent contracts from ClearCRM
Use this flowDelete Document in Boldsign when New Customer in Clearcrm
Use this flowDelete Document in Boldsign when New Estimate in Clearcrm
Use this flowDelete Document in Boldsign when New Invoice in Clearcrm
Use this flowDelete Document in Boldsign when Get recent leads from ClearCRM
Use this flowDelete Document in Boldsign when New Payment in Clearcrm
Use this flowDelete Document in Boldsign when New Project in Clearcrm
Use this flowDelete Document in Boldsign when New Proposal in Clearcrm
Use this flowDelete Document in Boldsign when New Ticket in Clearcrm
Use this flowList Contacts from BoldSign when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM 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.
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 ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM 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 ClearCRM 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 ClearCRM triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in ClearCRM. 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 ClearCRM and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM 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.
