Integration

Connect Chaport to BoldSign

When something happens in Chaport, your agent does the next thing in BoldSign. Describe it in plain language and the automation is built, tested on every branch and kept running.

Chaport8 triggersChaport12 actionsBoldSign13 actions

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What do you want Chaport 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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Everything your agent can do with Chaport and BoldSign

Triggers and actions 8 triggers · 25 actions

Trigger
Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat Finished
Triggers when chat is finished.
Trigger
Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)
Fires when a message is read. Webhook event: message.read.
Trigger
New Chat Started
Triggers when chat is started.
Trigger
New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor Updated
Triggers when visitor data is updated.
Action
Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
Action
Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an Operator
Removes an operator from your Chaport account.
Action
List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List Visitors
Returns the visitors in your Chaport account, one page at a time.
Action
Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
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.

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The other way round: BoldSign to Chaport