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What do you want Cryptlex and BoldSign to do together?
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Triggers and actions 3 triggers · 23 actions
Trigger
New ActivationTriggers when a new activation is created.
Trigger
New LicenseTriggers when a new license is created.
Trigger
New Trial ActivationTriggers when a new trial activation is created.
Action
Create OrganizationCreates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.
Action
Create UserCreates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.
Action
Delete UserPermanently deletes a user in Cryptlex. This cannot be undone.
Action
Find Licenses by keyReturns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.
Action
Get UserReturns a single user in Cryptlex, including their name, email, role, company, tags and metadata.
Action
List ActivationsReturns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.
Action
List LicensesReturns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.
Action
List ProductsReturns the products in a Cryptlex account, with their names, license templates and license counts.
Action
List UsersReturns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.
Action
Update UserUpdates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.
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.
Action
Delete contactDeletes a contact from your BoldSign organization by its contact ID.
Action
Delete documentDeletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
Action
Download documentDownloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
Action
Get contactReturns the details of a BoldSign contact — name, email, company, job title and phone number.
Action
Get documentReturns the properties of a BoldSign document — its status, title, signers and timestamps.
Action
List contactsReturns the contacts in your BoldSign organization, optionally filtered by a search keyword.
Action
List documentsReturns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
Action
List templatesReturns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
Action
Revoke documentRevokes 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 documentSends 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 reminderEmails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
Action
Update contactUpdates 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.