Connect KanbanFlow and BoldSign
Integrate KanbanFlow with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular KanbanFlow + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
KanbanFlow
When this happens...
New Task Is Created
Task Is Moved
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Task in KanbanFlow when Draft Created in BoldSign
Use this flowCreate Task in KanbanFlow when Document Send in Boldsign
Use this flowCreate Task in KanbanFlow when Teamplate Create in BoldSign
Use this flowCreate Task in KanbanFlow when Template send in Boldsign
Use this flowCreate Task in KanbanFlow when Document Revoked in BoldSign
Use this flowCreate Task in KanbanFlow when Document Declined in BoldSign
Use this flowCreate Task in KanbanFlow when Document Completed in BoldSign
Use this flowCreate Contact in BoldSign when New Task Is Created in KanbanFlow
Use this flowCreate Contact in BoldSign when Task Is Moved in KanbanFlow
Use this flowList Contacts from BoldSign when Task Is Moved in KanbanFlow
Use this flowSupported Triggers & Actions
Everything you can automate between KanbanFlow and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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 KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
Learn moreSimilar apps
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 KanbanFlow 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 KanbanFlow 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 KanbanFlow triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in KanbanFlow. 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 KanbanFlow and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KanbanFlow 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.
