Connect Doubletick and BoldSign
Integrate Doubletick with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Draft Created in BoldSign
Get Customer Details in Doubletick when Draft Created in BoldSign
Delete a Template in Doubletick when Draft Created in BoldSign
Assign team member to chat in Doubletick when Draft Created in BoldSign
Logout a team member in Doubletick when Draft Created in BoldSign
Popular Doubletick + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Doubletick
When this happens...
- Request a new Trigger for Doubletick
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Send WhatsApp Message in Doubletick when Draft Created in BoldSign
Use this flowGet Customer Details in Doubletick when Draft Created in BoldSign
Use this flowDelete a Template in Doubletick when Draft Created in BoldSign
Use this flowAssign team member to chat in Doubletick when Draft Created in BoldSign
Use this flowLogout a team member in Doubletick when Draft Created in BoldSign
Use this flowSend WhatsApp Media Message in Doubletick when Document Send in Boldsign
Use this flowSend WhatsApp Template Message in Doubletick when Document Send in Boldsign
Use this flowAdd a member to a group in Doubletick when Document Send in Boldsign
Use this flowDelete a group in Doubletick when Document Send in Boldsign
Use this flowGet Customer Details in Doubletick when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between Doubletick 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 Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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 Doubletick 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 Doubletick 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 Doubletick triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Doubletick. 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 Doubletick and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doubletick 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.
