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What do you want Benetics 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 Benetics and BoldSign
Triggers and actions 4 triggers · 38 actions
Trigger
New ProjectTriggers when a new project is created.
- New Task
Triggers when a new task is created.
- Updated Project
Triggers when a project is updated.
- Updated Task
Triggers when a task is updated.
- Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
- Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
- Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
- Create Project
Creates a new project.
- Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
- Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
- Delete Plan Version
Remove one version of a plan from a project.
- Delete Project
Delete a project. DELETE /projects/{project_id}.
- Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
- Delete Task
Delete a task. DELETE /tasks/{task_id}.
- Document Upload
Upload a document
- Get Project
Get a single project by id. GET /projects/{project_id}.
- Get Report
Get a single report by id. GET /reports/{report_id}.
- Get Task
Get a single task by id. GET /tasks/{task_id}.
- List Members
List members of the organization. GET /members.
- List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
- List Projects
List projects in the organization. GET /projects.
- List Reports
List reports for a project. GET /projects/{project_id}/reports.
- List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
- Plan Upload
Upload a plan
- Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
- Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
- Update Project
Update a project's fields. PATCH /projects/{project_id}.
- Update Task
Update a task's fields. PATCH /tasks/{task_id}.
- Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
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.
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