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Actions and Triggers
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 Clearout integrations.
Verify Email Address
Verify an email address to know its status (Valid or Invalid or Catch-All or Disposable or Free Account, Spamtrap or Toxic).
Verify Email Address for CatchAll
Verify an email address for Catch-All. A 'Catch-All' email account is the account that captures emails sent to any invalid email addresses of the domain and never bounces it back to the sender.
Verify Email Address for Disposable
Verify email address for Disposable. Generally, a disposable email address is a temporary mailbox that can only receive an email, self-destructed after a certain time elapses. It is also known by names like throwaway email, fake-mail or trash-mail, such type of email addresses are used for account activation, thus by not revealing personal email address to the service provider, so it is highly recommended not to send emails to disposable addresses
Verify Email Address for Business Email
Verify email address belongs to Business or Work or Professional. Most business sites/applications require to capture only the business email addresses. However, in certain contexts, businesses can receive better open/response rates when only sending to non-free email addresses.
Verify Email Address for Role
Verify email address for role account, typically these addresses are associated with a role or group (postmaster, support, sales, etc.) account instead of a person. In some instances, mailing to a role address can lead to a decreased open rate and is generally advised against while sending an email.
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Frequently Asked Questions
To start, connect both your Clearout and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Clearout triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Clearout data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between Clearout and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clearout and BoldSign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Clearout
Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.
Learn MoreAbout 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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