Connect Worksection and BoldSign
Integrate Worksection with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when New Project in Worksection
List Contacts from BoldSign when New Project in Worksection
Delete Document in Boldsign when New Project in Worksection
Create Contact in BoldSign when New Project Task in Worksection
List Contacts from BoldSign when New Project Task in Worksection
Popular Worksection + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Worksection
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when New Project in Worksection
Use this flowList Contacts from BoldSign when New Project in Worksection
Use this flowDelete Document in Boldsign when New Project in Worksection
Use this flowCreate Contact in BoldSign when New Project Task in Worksection
Use this flowList Contacts from BoldSign when New Project Task in Worksection
Use this flowDelete Document in Boldsign when New Project Task in Worksection
Use this flowCreate Contact in BoldSign when New Comment in Task in Worksection
Use this flowList Contacts from BoldSign when New Comment in Task in Worksection
Use this flowDelete Document in Boldsign when New Comment in Task in Worksection
Use this flowCreate Contact in BoldSign when Task Completed in Project in Worksection
Use this flowSupported Triggers & Actions
Everything you can automate between Worksection and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
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 Worksection integrations.
Create Project
Adds a new project into your account.
List Projects
List projects or search by project name or ID.
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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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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn moreSimilar apps
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 Worksection 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 Worksection 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 Worksection triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Worksection. 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 Worksection and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Worksection 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.
