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Connect Relvato and BoldSign

Integrate Relvato with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Relvato and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

New Run

New Run

Runs when a monitor run finishes on your sites, optionally only failed runs or runs with warnings.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

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 Relvato integrations.

Get Site Overview

Get Site Overview

Get a site's health verdict: what needs attention, each monitor's latest run and plan usage.

List Sites

List Sites

List every website Relvato monitors in your account.

Get Site Health

Get Site Health

Get a site's health now and over time, group briefings and probe uptime.

Get Site Performance

Get Site Performance

Get lab and real-user Web Vitals for a site, what slows it down and the top fixes.

Find Runs

Find Runs

Find recent monitor runs, newest first, by site, monitor or status.

Get Run

Get Run

Get one run in detail: steps, warnings, findings and metrics.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations BoldSign
BoldSign + Relvato
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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

How do I connect Relvato and BoldSign?

Sign up for a free viaSocket account, then authorize both your Relvato 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Relvato and BoldSign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Relvato to BoldSign?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Relvato triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Relvato. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Relvato and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Relvato 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.