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What do you want 2Chat and BoldSign to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with 2Chat and BoldSign
Triggers and actions 13 triggers · 14 actions
Trigger
Call Status UpdateTriggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.
- Incoming Call Completed
Triggers when an incoming phone call is completed (answered or missed).
- New WhatsApp Conversation
Triggers when a new WhatsApp conversation is started on your 2Chat connected number.
- New WhatsApp Message
Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
- Outgoing Call Completed
Triggers when an outgoing phone call is completed (answered or canceled).
- Participant Joined a WhatsApp Group
Triggers when someone joins a WhatsApp Group
- Participant Left a WhatsApp Group
Triggers when someone leaves a WhatsApp Group
- Participant Was Removed From a WhatsApp Group
Triggers when someone is removed from a WhatsApp Group
- WhatsApp Audio Message Transcribed
Triggers when a new WhatsApp audio message is transcribed to text.
- WhatsApp Call Made
Triggers when a new WhatsApp call is made from your connected number.
- WhatsApp Call Received
Triggers when a new WhatsApp call is received on your connected number.
- WhatsApp Group Message Received
Triggers when a new WhatsApp Group Message is received
- WhatsApp Order Received
Triggers when a WhatsApp Order is received on your 2Chat connected number.
- Create Contact
Creates a Contact in 2Chat
Action
Add contactAdds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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