Full list

Supported Triggers & Actions

Everything you can automate between Cloro and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

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 Cloro integrations.

Monitor Google Gemini Response

Monitor Google Gemini Response

Extract structured data from Google Gemini with source citations and multiple output formats for AI monitoring and analysis.

Monitor Google Search Results

Monitor Google Search Results

Extract structured data from Google Search including organic results, People Also Ask, related searches, and optional AI Overview.

Monitor Microsoft Copilot Response

Monitor Microsoft Copilot Response

Extract structured data from Microsoft Copilot with shopping cards for Microsoft products, enterprise solutions, and development tools.

Monitor Chatgpt Response

Monitor Chatgpt Response

Extract structured data from ChatGPT with shopping cards, entity extraction, and advanced features for monitoring products, prices, and brand mentions.

Monitor Perplexity Response

Monitor Perplexity Response

Extract structured data from Perplexity AI about your brand, products, or any topic across various regions.

Monitor Google News Results

Monitor Google News Results

Extract structured news articles from Google News including titles, links, snippets, sources, dates, and thumbnails.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 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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Integrations BoldSign
BoldSign + Cloro
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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

Frequently Asked Questions

How do I connect Cloro and BoldSign?

Sign up for a free viaSocket account, then authorize both your Cloro 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Cloro and BoldSign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Cloro to BoldSign?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Cloro triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Cloro. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Cloro and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Cloro 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.