Connect Elastic Email and BoldSign
Integrate Elastic Email with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Campaigns from Elastic Email when Draft Created in BoldSign
Get a Contact in Elasticemail when Draft Created in BoldSign
Get All Contacts from Elastic Email when Draft Created in BoldSign
Create or Update Template in Elastic Email when Draft Created in BoldSign
Get All Templates from Elastic Email when Draft Created in BoldSign
Popular Elastic Email + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
Add Contact to Specified List
Campaign Sent
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
List Campaigns from Elastic Email when Draft Created in BoldSign
Use this flowGet a Contact in Elasticemail when Draft Created in BoldSign
Use this flowGet All Contacts from Elastic Email when Draft Created in BoldSign
Use this flowCreate or Update Template in Elastic Email when Draft Created in BoldSign
Use this flowGet All Templates from Elastic Email when Draft Created in BoldSign
Use this flowUnsubscribe Contacts in Elastic Email when Draft Created in BoldSign
Use this flowGet All Contacts from a List from a list in Elastic Email when Draft Created in BoldSign
Use this flowGet a Contact by Email in Elasticemail when Draft Created in BoldSign
Use this flowDelete Contact by Email in Elastic Email when Draft Created in BoldSign
Use this flowCreate Contact in Elastic Email when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
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.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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 Elastic Email 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 Elastic Email 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 Elastic Email triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Elastic Email. 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 Elastic Email and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email 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.
