Integrations Elastic Email BoldSign
Elastic Email + BoldSign
Full list

Supported Triggers & Actions

Everything you can automate between Elastic Email and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new contact is added to a specified contact list

When a new contact is added to a specified contact list

Runs the workflow automatically whenever a new contact is added to the specified contact list.

Campaign Sent

Campaign Sent

Triggers when a campaign is created.

When a contact unsubscribes

When a contact unsubscribes

Runs the workflow automatically whenever a contact unsubscribes from your emails.

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.

Do thisActions

Action is the task that follows automatically within your Elastic Email integrations.

List Campaigns

List Campaigns

Retrieve campaigns, or find a campaign by name.

List Contacts

List Contacts

List contacts in your Elastic Email account.

Create or Update Email Template

Create or Update Email Template

Create or update an email template identified by name.

List Email Templates

List Email Templates

List email templates, optionally filtering by scope (Personal or Global), template type, and maximum results.

Unsubscribe Contacts

Unsubscribe Contacts

Mark one or more contacts as unsubscribed so they no longer receive emails.

Get All Contacts from a List

Get All Contacts from a List

Get all contacts and their full details from a specified list.

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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Integrations Elastic Email
Elastic Email + BoldSign
Elastic Email logo

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
Integrations BoldSign
BoldSign + Elastic Email
BoldSign logo

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 Elastic Email and BoldSign?

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.

Does this integration work in real time?

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.

Can I control which data gets sent from Elastic Email 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 Elastic Email triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Elastic Email. 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 Elastic Email 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 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.