Connect Circle to BoldSign

Both apps 49Circle 36BoldSign 13

• Trigger
  Content Approved

  Triggers when a moderator approves reported (flagged) content in your Circle community.

• Trigger
  Content Rejected

  Triggers when a moderator rejects reported content (a post or comment) in your Circle community.

• Trigger
  New Access Group

  Triggers when a new access group is created in your Circle community.

• Trigger
  New Comment Posted

  Triggers when a new comment is posted in your Circle community, optionally limited to one space or post.

• Trigger
  New Event Created

  Triggers when a new event is published in your Circle community, optionally limited to one event space.

• Trigger
  New Event RSVP

  Triggers when a member RSVPs yes to the selected Circle event.

• Trigger
  New Member Active Subscription

  Triggers when a community member's paid subscription becomes active in Circle.

• Trigger
  New Member Added

  Triggers when a new member joins the Circle community. Optionally includes invited members who have not finished setting up their profile, or only members with chosen tags.

• Trigger
  New Member Canceled Subscription

  Triggers when a community member's paid subscription is canceled in Circle, returning the canceled subscription with its member and paywall details.

• Trigger
  New Member Paid Charge

  Triggers when a community member is charged successfully (a new paid charge appears in Circle).

• Trigger
  New Member Past Due Subscription

  Triggers when a community member's paid subscription becomes past due.

• Trigger
  New Member Refunded Charge

  Triggers when a member's charge is refunded, fully or partially, in your Circle community.

• Trigger
  New Post

  Triggers when a new basic post is published in your Circle community, optionally limited to one space or space group.

• Trigger
  New Space Created

  Triggers when a new space is created in your Circle community.

• Trigger
  New Tagged Member

  Triggers when a member tag is applied to a community member or contact in your Circle community.

• Action
  Add Member to Space Group

  Adds an existing community member, by email, to a space group and to every space in that group. Does nothing if they are already in the group.

• Action
  Create Comment

  Creates a comment on a Circle post, or a reply to an existing comment, optionally authored as another community member.

• Action
  Create Contact

  Creates a non-member contact (lead) in your Circle community from an email address. The contact appears in your audience for email marketing but has no login or community access.

• Action
  Create Course Section

  Creates a new section at the end of a course space. The section starts with no lessons.

• Action
  Find Member

  Finds a community member by their exact email address, including invited members who have not finished setting up their profile.

• Action
  Has Member Tag

  Checks whether the community member with a given email address has a given member tag, and returns true or false along with the member's id and tags.

• Action
  Invite Member

  Invites a person to your Circle community by email, creating their Circle account if needed, and optionally adds them to spaces, space groups and member tags. Returns the new community member.

• Action
  Is Member of Space

  Checks whether a community member, identified by email, belongs to a chosen space and returns their space membership details.

• Action
  Is Member of Space Group

  Checks whether a community member, identified by email, belongs to a space group, and returns their membership details when they do.

• Action
  Mark Course Lesson as Completed

  Marks a course lesson as completed for a member of the course space, identified by their email address.

• Action
  Remove Member

  Removes a member from your Circle community by deactivating their membership and canceling their running paid subscriptions. Their posts and comments are kept, and inviting the same email again restores the membership.

• Action
  Remove Member From Access Group

  Removes a community member, identified by member ID or email, from an access group.

• Action
  Remove Member From Event

  Removes a member's RSVP from a Circle event, identified by the member's email. The attendee record is kept with its RSVP set to no.

• Action
  Remove Member From Space

  Removes a community member, identified by email, from a space. The person stays a member of the community.

• Action
  Remove Member From Space Group

  Removes a member from a space group and from every space in that group. They stay a member of the community.

• Action
  RSVP Member to Event

  Adds a community member, identified by email, to an event. The member is RSVPed directly when the event auto-RSVPs invited attendees; otherwise they are invited.

• Action
  Send Direct Message

  Sends a direct chat message to a Circle community member, identified by email, optionally as a reply in a thread.

• Action
  Start a Group Chat

  Sends a message to a group of community members in a group chat, starting the group chat if it does not exist yet. The message is sent as the community member the connection authenticates as.

• Action
  Tag Member

  Applies a member tag to the community member with the given email. If the member already has the tag, it is kept.

• Action
  Untag Member

  Removes a member tag from the community member with the given email. The tag itself stays in the community; only its assignment to that member is removed.

• Action
  Update Event

  Updates an existing event in a Circle event space. Only the fields you fill in are changed; everything else on the event stays as it is.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.