Integration
Connect eSignatures to BoldSign
When something happens in eSignatures, 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.
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What do you want eSignatures 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 eSignatures and BoldSign
Triggers and actions 4 triggers · 24 actions
Trigger
Contract SignedTriggers when a contract is signed by all signers.
Trigger
Contract WithdrawnFires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined SignatureFires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed ContractFires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add SignerAdd a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add TemplateCreate a new reusable contract template. POST /api/templates (Templates - New).
Action
Create ContractCreates a new contract.
Action
Delete SignerRemove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete TemplateDelete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get ContractRetrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get TemplateRetrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List TemplatesList all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract DraftSend a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update TemplateUpdate an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw ContractWithdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
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.