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What do you want Checkvist 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 Checkvist and BoldSign
Triggers and actions 2 triggers · 28 actions
Trigger
New ListTriggered when a new checklist is created in Checkvist.
- New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
- Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
- Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
- Create New List
Creates a new Checkvist checklist and returns it.
- Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
- Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
- Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
- Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
- Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
- Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
- List Checklists
Returns the Checkvist checklists the connected account can see.
- List List Items
Returns the items (tasks) in a Checkvist checklist.
- List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
- Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
- Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
- Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.
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.