Connect Common Room and BoldSign
Integrate Common Room with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Activity From Third Party Source to Common Room when Document Declined in BoldSign
Add Contact From Third Party Source in Commonroom when Document Declined in BoldSign
List Segments from Common Room when Document Completed in BoldSign
Add Activity From Third Party Source to Common Room when Draft Created in BoldSign
Add Contact From Third Party Source in Commonroom when Draft Created in BoldSign
Popular Common Room + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Common Room
When this happens...
- Request a new Trigger for Common Room
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Add Activity From Third Party Source to Common Room when Document Declined in BoldSign
Use this flowAdd Contact From Third Party Source in Commonroom when Document Declined in BoldSign
Use this flowList Segments from Common Room when Document Completed in BoldSign
Use this flowAdd Activity From Third Party Source to Common Room when Draft Created in BoldSign
Use this flowAdd Contact From Third Party Source in Commonroom when Draft Created in BoldSign
Use this flowList Activity Types from Common Room when Draft Created in BoldSign
Use this flowList Segments from Common Room when Draft Created in BoldSign
Use this flowAdd Contact From Third Party Source in Commonroom when Document Send in Boldsign
Use this flowList Segments from Common Room when Document Send in Boldsign
Use this flowList Tags from Common Room when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between Common Room 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 Common Room integrations.
Add Activity From Third Party Source
Adds an activity to a contact in your room.
Add Contact From Third Party Source
Adds a contact to your room.
List Contact Custom Fields
Get all the contact custom fields from Common Room
List Activity Types
Get allActivity Types from Common Room
List Segments
Get all segments from Common Room
List Tags
Get all tags from Common Room.
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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AI will build it for you
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 Common Room
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn more
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 Common Room 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 Common Room 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 Common Room triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Common Room. 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 Common Room and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Common Room 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.
