Connect seven and BoldSign
Integrate seven with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular seven + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
seven
When this happens...
Incoming SMS
Incoming call
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when Incoming SMS via Seven
Use this flowList Contacts from BoldSign when Incoming SMS via Seven
Use this flowDelete Document in Boldsign when Incoming SMS via Seven
Use this flowCreate Contact in BoldSign when Incoming call in Seven
Use this flowList Contacts from BoldSign when Incoming call in Seven
Use this flowDelete Document in Boldsign when Incoming call in Seven
Use this flowLookup CNAM using Seven when Draft Created in BoldSign
Use this flowLookup HLR with Seven when Draft Created in BoldSign
Use this flowLookup MNP using Seven when Draft Created in BoldSign
Use this flowLookup Number Format in Seven.io when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between seven and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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.
Do thisActions
Action is the task that follows automatically within your seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
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 seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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 seven 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 seven 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 seven triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in seven. 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 seven and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire seven 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.
