Connect Productroad and BoldSign
Integrate Productroad with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Productroad + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Productroad
When this happens...
New Post
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when New Post in Productroad
Use this flowList Contacts from BoldSign when New Post in Productroad
Use this flowDelete Document in Boldsign when New Post in Productroad
Use this flowChange Post Status in Productroad when Draft Created in BoldSign
Use this flowCreate Post on Productroad when Draft Created in BoldSign
Use this flowCreate Post on Behalf of Customer on Productroad when Draft Created in BoldSign
Use this flowChange Post Status in Productroad when Document Send in Boldsign
Use this flowCreate Post on Productroad when Document Send in Boldsign
Use this flowCreate Post on Behalf of Customer on Productroad when Document Send in Boldsign
Use this flowChange Post Status in Productroad when Teamplate Create in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Productroad and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
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 Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create Post on Behalf of Customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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 Productroad 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 Productroad 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 Productroad triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Productroad. 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 Productroad and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productroad 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.
