Connect Gist and BoldSign
Integrate Gist with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
test when Draft Created in BoldSign
Add Tag to an Existing Contact in Gist when Draft Created in BoldSign
Remove Tag From Existing Contact in Gist when Draft Created in BoldSign
Subscribe to Campaign in Gist when Draft Created in BoldSign
Unsubscribe From a Campaign in Gist when Draft Created in BoldSign
Popular Gist + BoldSign flows
Start from a real workflow other teams are already running.
test when Draft Created in BoldSign
Use this flowAdd Tag to an Existing Contact in Gist when Draft Created in BoldSign
Use this flowRemove Tag From Existing Contact in Gist when Draft Created in BoldSign
Use this flowSubscribe to Campaign in Gist when Draft Created in BoldSign
Use this flowUnsubscribe From a Campaign in Gist when Draft Created in BoldSign
Use this flowFind a Contact in Gist when Draft Created in BoldSign
Use this flowtest when Document Send in Boldsign
Use this flowAdd Tag to an Existing Contact in Gist when Document Send in Boldsign
Use this flowRemove Tag From Existing Contact in Gist when Document Send in Boldsign
Use this flowSubscribe to Campaign in Gist when Document Send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between Gist 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 Gist integrations.
test
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply fix for empty contacts runtime crash in perform code.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to Campaign
Subscribe a contact to a specific campaign.
Unsubscribe From a Campaign
Runs the workflow automatically whenever any contact is unsubscribed from the specified campaign.
Find a Contact
Find an Existing Contact.
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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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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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 Gist 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 Gist 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 Gist triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Gist. 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 Gist and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gist 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.
