Connect Keka and BoldSign
Integrate Keka with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Performance Goals in Keka when Draft Created in BoldSign
Create Exit Request in Keka when Draft Created in BoldSign
List leave types from Keka when Draft Created in BoldSign
List All Employee Salary Details from Keka when Draft Created in BoldSign
List Employee Documents from Keka when Draft Created in BoldSign
Popular Keka + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Keka
When this happens...
Employee Clocks In
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Find Performance Goals in Keka when Draft Created in BoldSign
Use this flowCreate Exit Request in Keka when Draft Created in BoldSign
Use this flowList leave types from Keka when Draft Created in BoldSign
Use this flowList All Employee Salary Details from Keka when Draft Created in BoldSign
Use this flowList Employee Documents from Keka when Draft Created in BoldSign
Use this flowList document types from Keka when Draft Created in BoldSign
Use this flowFind Employees in Keka when Draft Created in BoldSign
Use this flowLog Employee Clock In and Out in Keka when Draft Created in BoldSign
Use this flowCreate Leave Request in Keka when Draft Created in BoldSign
Use this flowUpload Employee Document to Keka when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Keka and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Employee Clocks In
Runs when employee clocks in
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).
Do thisActions
Action is the task that follows automatically within your Keka integrations.
Find Performance Goals
Retrieve performance goals, optionally filtering by goal IDs, timeframes, employee IDs, status, metric type, goal type, or date range.
Create Exit Request
Record resignation and last day
List leave types
List all leave types in your Keka account.
List All Employee Salary Details
Search Employee Salary Details by Employee Number
List Employee Documents
Get documents for one or more employees by email or employee ID. Optionally filter by document type.
List document types
Lists all document types in your Keka account, including each type's fields and whether they are required.
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 Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn moreAbout 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 Keka 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 Keka 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 Keka triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Keka. 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 Keka and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Keka 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.
