Connect Docusign and BoldSign
Integrate Docusign with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in DocuSign when Draft Created in BoldSign
Update Workspace in DocuSign when Draft Created in BoldSign
Delete Workspace in Docusign when Draft Created in BoldSign
Create a Bulk Send List in DocuSign when Draft Created in BoldSign
Create Template in DocuSign when Draft Created in BoldSign
Popular Docusign + BoldSign flows
Start from a real workflow other teams are already running.
Create Workspace in DocuSign when Draft Created in BoldSign
Use this flowUpdate Workspace in DocuSign when Draft Created in BoldSign
Use this flowDelete Workspace in Docusign when Draft Created in BoldSign
Use this flowCreate a Bulk Send List in DocuSign when Draft Created in BoldSign
Use this flowCreate Template in DocuSign when Draft Created in BoldSign
Use this flowUpdate Template in Docusign when Draft Created in BoldSign
Use this flowCreate Signing Group in Docusign when Draft Created in BoldSign
Use this flowAdd User to Signing Group in Docusign when Draft Created in BoldSign
Use this flowUpdate Signing Group in Docusign when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Docusign 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 Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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 Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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 Docusign 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 Docusign 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 Docusign triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Docusign. 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 Docusign and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docusign 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.
