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Connect Whatchimp and BoldSign

Integrate Whatchimp with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Full list

Supported Triggers & Actions

Everything you can automate between Whatchimp and BoldSign.

When this happensTriggers

A trigger is an event that starts a workflow.

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).

Document Declined

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 Whatchimp integrations.

Send Message

Send Message

Sends a new WhatsApp message to a phone number within the 24‑hour messaging window.

Send WhatsApp Template

Send WhatsApp Template

Send WhatsApp template message

Assign Chat To Team Member

Assign Chat To Team Member

Assigns a chat to a specific team member.

Create Subscriber

Create Subscriber

Adds a new subscriber using their name and phone number.

Create Label

Create Label

Creates a new label (tag) to organize contacts and messages.

Update Subscriber

Update Subscriber

Updates an existing subscriber's details such as phone number, name, gender, and labels.

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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Integrations Whatchimp
Whatchimp + BoldSign
Whatchimp logo

About Whatchimp

Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.

Learn more
Integrations BoldSign
BoldSign + Whatchimp
BoldSign logo

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

How do I connect Whatchimp and BoldSign?

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