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What do you want Debitura and BoldSign to do together?
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Connect Claude CodeEverything your agent can do with Debitura and BoldSign
Triggers and actions 1 trigger · 24 actions
Trigger
New CaseTriggers when a new collection case appears in your Debitura account.
Action
Add Case MessagePosts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection EligibilityChecks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create CaseOpens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find CaseLooks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find PaymentFinds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case FilesReturns the documents attached to a collection case.
Action
Get Case MessagesReturns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case TimelineReturns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract StatusReturns whether the agreements needed to collect on a case have been signed yet.
Action
Preview CaseChecks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
Action
Upload File to CaseAttach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
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.
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