Connect MyDocSafe and BoldSign
Integrate MyDocSafe with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when Document is Signed in Mydocsafe
List Contacts from BoldSign when Document is Signed in Mydocsafe
Delete Document in Boldsign when Document is Signed in Mydocsafe
Create Contact in BoldSign when Form is submitted in Mydocsafe
List Contacts from BoldSign when Form is submitted in Mydocsafe
Popular MyDocSafe + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when Document is Signed in Mydocsafe
Use this flowList Contacts from BoldSign when Document is Signed in Mydocsafe
Use this flowDelete Document in Boldsign when Document is Signed in Mydocsafe
Use this flowCreate Contact in BoldSign when Form is submitted in Mydocsafe
Use this flowList Contacts from BoldSign when Form is submitted in Mydocsafe
Use this flowDelete Document in Boldsign when Form is submitted in Mydocsafe
Use this flowCreate Contact in BoldSign when Esign is Rejected in Mydocsafe
Use this flowList Contacts from BoldSign when Esign is Rejected in Mydocsafe
Use this flowDelete Document in Boldsign when Esign is Rejected in Mydocsafe
Use this flowCreate Contact in BoldSign when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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 MyDocSafe 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 MyDocSafe 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 MyDocSafe triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in MyDocSafe. 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 MyDocSafe and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe 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.
