Connect viaSocket Table and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Created
Record Is Updated
Record Is Deleted
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use viaSocket Table and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when column value changes
New Row Created
Runs when new row is created
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
Upload Files to Record
Attach files by URL or Base64
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
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Frequently Asked Questions
To start, connect both your viaSocket Table and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how viaSocket Table data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between viaSocket Table and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between viaSocket Table and BoldSign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
Learn MoreAbout 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.
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