--- title: "Connect Attio to BoldSign - APIANT.ai" description: "When \"List Entry Created\" fires in Attio, your agent runs \"Add contact\" in BoldSign." canonical: "https://apiant.ai/connect/attio-to-boldsign" --- # Connect Attio to BoldSign When **List Entry Created** fires in [Attio](https://apiant.ai/connections/attio), your agent runs **Add contact** in [BoldSign](https://apiant.ai/connections/boldsign). Describe the whole flow and it is built, tested on every scenario and kept running. Attio **7** triggers Attio **13** actions BoldSign **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Attio and BoldSign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Attio can start in BoldSign - When **List Entry Created** in Attio then **Add contact** in BoldSign - When **List Entry Updated** in Attio then **Update contact** in BoldSign Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Attio and BoldSign ## Triggers and actions 7 triggers · 26 actions - Trigger **List Entry Created** Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off. - Trigger **List Entry Deleted** Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at. - Trigger **List Entry Updated** Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed. - Trigger **Record Created** Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to. - Trigger **Record Deleted** Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to. - Trigger **Record Updated** Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed. - Trigger **Task Created** Triggers when a new task is created in Attio, giving you the new task's ID and who created it. - Action **Create List Entry** Adds a record to an Attio list as a new list entry and returns the entry. - Action **Create Note** Creates a note on an Attio record and returns the new note. - Action **Create or Update List Entry by Parent Record** Adds a record to an Attio list, or updates its existing entry if it is already on the list. - Action **Create or Update Record** Creates a record in Attio, or updates the existing record that matches on the chosen field. - Action **Create Record** Creates a new record on the chosen Attio object and returns it. - Action **Create Storage Location** Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive. - Action **Create Task** Creates a task in Attio, optionally linked to a record and assigned to a workspace member. - Action **Delete List Entry** Removes an entry from an Attio list. - Action **Find List Entries** Returns the entries on an Attio list. - Action **Find Records** Searches records on the chosen Attio object and returns the matches. - Action **Update List Entry** Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched. - Action **Update Record** Updates the field values on an existing Attio record. Fields you leave blank are left untouched. - Action **Update Task** Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed. - Action **Add contact** Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address. - Action **Delete contact** Deletes a contact from your BoldSign organization by its contact ID. - Action **Delete document** Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead. - Action **Download document** Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps. - Action **Get contact** Returns the details of a BoldSign contact — name, email, company, job title and phone number. - Action **Get document** Returns the properties of a BoldSign document — its status, title, signers and timestamps. - Action **List contacts** Returns the contacts in your BoldSign organization, optionally filtered by a search keyword. - Action **List documents** Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range. - Action **List templates** Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand. - Action **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. - Action **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. - Action **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. - Action **Update contact** Updates an existing BoldSign contact's name, email, phone number, job title and company. ## Each app on its own - [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio) - [ **BoldSign** BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from...](https://apiant.ai/connections/boldsign) Reviews ## What our customers say ## More from Attio - [ **Attio to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/attio-to-linkedin) - [ **Attio to Amplitude** Amplitude is a product analytics service that makes it easier for companies to understand user behavior...](https://apiant.ai/connect/attio-to-amplitude) - [ **Attio to Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connect/attio-to-chargebee) - [ **Attio to Dreamdata** Dreamdata is a B2B revenue attribution platform.](https://apiant.ai/connect/attio-to-dreamdata) - [ **Attio to Fibery** Fibery is the first work management software that fits and grows with your company.](https://apiant.ai/connect/attio-to-fibery) - [ **Attio to Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connect/attio-to-myphoner) ## More into BoldSign - [ **HubSpot to BoldSign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-boldsign) - [ **Salesforce to BoldSign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-boldsign) - [ **Slack to BoldSign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-boldsign) - [ **Google Sheets to BoldSign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-boldsign) - [ **Gmail to BoldSign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-boldsign) - [ **Google Calendar to BoldSign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-boldsign) Questions ## Attio and BoldSign, answered ### ### What can start an automation from Attio? Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BoldSign when something happens in Attio? Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BoldSign to Attio? BoldSign has no triggers in the catalog today, so automations start in Attio. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it. ### ### Do I have to build a connector for Attio or BoldSign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Attio and BoldSign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.