Connect Xodo Sign and BoldSign
Integrate Xodo Sign with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when Document Is Sent via Xodo Sign
List Contacts from BoldSign when Document Is Sent via Xodo Sign
Delete Document in Boldsign when Document Is Sent via Xodo Sign
Create Contact in BoldSign when Document Completed in Xodo Sign
List Contacts from BoldSign when Document Completed in Xodo Sign
Popular Xodo Sign + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when Document Is Sent via Xodo Sign
Use this flowList Contacts from BoldSign when Document Is Sent via Xodo Sign
Use this flowDelete Document in Boldsign when Document Is Sent via Xodo Sign
Use this flowCreate Contact in BoldSign when Document Completed in Xodo Sign
Use this flowList Contacts from BoldSign when Document Completed in Xodo Sign
Use this flowDelete Document in Boldsign when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when Draft Created in BoldSign
Use this flowGet Final Signed Document from Xodo Sign when Draft Created in BoldSign
Use this flowSend Reminder via Xodo Sign when Draft Created in BoldSign
Use this flowFind and Download Document from Xodo Sign when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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.
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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 Xodo Sign 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 Xodo Sign 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 Xodo Sign triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Xodo Sign. 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 Xodo Sign and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign 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.
