Connect Reply and BoldSign
Integrate Reply with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Mark as Finished in Reply when Draft Created in BoldSign
Remove Person From Campaign in Reply when Draft Created in BoldSign
Create Person and Push to Campaign in Reply when Draft Created in BoldSign
Create Person in Reply when Draft Created in BoldSign
Add Step to Campaign in Reply when Draft Created in BoldSign
Popular Reply + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Reply
When this happens...
- Request a new Trigger for Reply
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Mark as Finished in Reply when Draft Created in BoldSign
Use this flowRemove Person From Campaign in Reply when Draft Created in BoldSign
Use this flowCreate Person and Push to Campaign in Reply when Draft Created in BoldSign
Use this flowCreate Person in Reply when Draft Created in BoldSign
Use this flowAdd Step to Campaign in Reply when Draft Created in BoldSign
Use this flowList Campaigns in Reply when Draft Created in BoldSign
Use this flowList Campaign Schedules from Reply when Draft Created in BoldSign
Use this flowList Schedules in Reply when Draft Created in BoldSign
Use this flowList Contacts in Reply when Draft Created in BoldSign
Use this flowList Lists in Reply when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Reply and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Document Declined
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Do thisActions
Action is the task that follows automatically within your Reply integrations.
Mark as Finished
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Remove Person From Campaign
Removes a person from a specific campaign in an array of campaigns.
Create Person and Push to Campaign
Creates a person and immediately adds them to a campaign.
Create Person
Creates a new person.
Add Step to Campaign
Adds a new step to an existing campaign.
List Campaigns
Get List of Campaigns
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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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 Reply
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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 Reply 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 Reply 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 Reply triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Reply. 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 Reply and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reply 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.
