Connect SignDesk and BoldSign
Integrate SignDesk with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get request structure from SignDesk when Draft Created in BoldSign
Fetch Form Configuration in Signdesk when Draft Created in BoldSign
Create CLM Request in SignDesk when Draft Created in BoldSign
Get request structure from SignDesk when Document Send in Boldsign
Fetch Form Configuration in Signdesk when Document Send in Boldsign
Popular SignDesk + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
SignDesk
When this happens...
- Request a new Trigger for SignDesk
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Get request structure from SignDesk when Draft Created in BoldSign
Use this flowFetch Form Configuration in Signdesk when Draft Created in BoldSign
Use this flowCreate CLM Request in SignDesk when Draft Created in BoldSign
Use this flowGet request structure from SignDesk when Document Send in Boldsign
Use this flowFetch Form Configuration in Signdesk when Document Send in Boldsign
Use this flowCreate CLM Request in SignDesk when Document Send in Boldsign
Use this flowGet request structure from SignDesk when Teamplate Create in BoldSign
Use this flowFetch Form Configuration in Signdesk when Teamplate Create in BoldSign
Use this flowCreate CLM Request in SignDesk when Teamplate Create in BoldSign
Use this flowGet request structure from SignDesk when Template send in Boldsign
Use this flowSupported Triggers & Actions
Everything you can automate between SignDesk 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 SignDesk integrations.
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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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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 SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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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
Sign up for a free viaSocket account, then authorize both your SignDesk 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 SignDesk 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 SignDesk triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in SignDesk. 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 SignDesk and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SignDesk 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.
