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Connect touchSMS and BoldSign

Integrate touchSMS 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 touchSMS and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Received

New SMS Received

Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).

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 touchSMS integrations.

Create Contact

Create Contact

Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.

Send SMS

Send SMS

Send a text message to the specified phone number using your approved sender ID.

Send Verification SMS

Send Verification SMS

Send an SMS verification code to a recipient using the touchSMS verification template.

Add Opt-Out Number

Add Opt-Out Number

Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

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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Frequently Asked Questions

How do I connect touchSMS and BoldSign?

Sign up for a free viaSocket account, then authorize both your touchSMS 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 touchSMS 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 touchSMS 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 touchSMS triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in touchSMS. 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 touchSMS 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 touchSMS 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.