Integration

Connect EquipDash to BoldSign

When something happens in EquipDash, 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.

EquipDash18 triggersEquipDash35 actionsBoldSign13 actions

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What do you want EquipDash 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 EquipDash and BoldSign

Triggers and actions 18 triggers · 48 actions

Trigger
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Booking Checked In
Triggers when a booking is checked in.
Trigger
Booking Picked Up
Triggers when a booking is picked up.
Trigger
Booking Returned
Triggers when a booking is returned.
Trigger
Booking Status Changed
Triggers when a booking status changes.
Trigger
Booking Updated
Triggers when a booking is updated.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Experience Created
Triggers when a new experience is created.
Trigger
Experience Schedule Created
Triggers when an experience schedule is created.
Trigger
Experience Updated
Triggers when an experience is updated.
Trigger
Inventory Added
Triggers when inventory is added to a product.
Trigger
Inventory Updated
Triggers when inventory is updated.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
Payment Received
Triggers when a payment is received.
Trigger
Product Created
Triggers when a new product is created.
Trigger
Product Updated
Triggers when a product is updated.
Trigger
Promo Code Created
Triggers when a new promo code is created.
Trigger
Shift Created
Triggers when a new shift is created.
Action
Add Inventory to Product
Adds inventory to a product.
Action
Add Note to Booking
Adds a note to a booking.
Action
Add Note to Customer
Adds a note to a customer.
Action
Add Note to Workshop
Adds a note to a workshop item.
Action
Add Payment to Booking
Adds a payment to a booking.
Action
Add Pricing to Product
Adds a pricing tier to a product.
Action
Add Schedule to Experience
Adds a schedule slot to an experience.
Action
Add to Workshop
Adds an item to the workshop.
Action
Archive Experience
Archives an experience.
Action
Archive Product
Archives a product.
Action
Cancel Booking
Cancels a booking.
Action
Check Product Availability
Checks availability of a product for given dates.
Action
Create Booking
Creates a new booking.
Action
Create Customer
Creates a new customer.
Action
Create Experience
Creates a new experience.
Action
Create Experience Category
Creates a new experience category.
Action
Create Product
Creates a new product.
Action
Create Product Category
Creates a new product category.
Action
Create Promo Code
Creates a new promo code.
Action
Create Shift
Creates a new staff shift.
Action
Create Tag
Creates a new tag.
Action
Create Voucher
Creates a new voucher.
Action
Delete Customer
Deletes a customer.
Action
Find Customer
Finds a customer.
Action
Find Experience
Finds a experience.
Action
Find Product
Finds a product.
Action
Find Promo Code
Finds a promo code.
Action
Find Staff
Finds a staff.
Action
Find Voucher
Finds a voucher.
Action
Remove From Workshop
Removes an item from the workshop.
Action
Update Booking Status
Updates the status of a booking.
Action
Update Customer
Updates a customer.
Action
Update Experience
Updates an experience.
Action
Update Product
Updates a product.
Action
Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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.

Each app on its own

The other way round: BoldSign to EquipDash