Integration
Connect Expiration Reminder to BoldSign
When something happens in Expiration Reminder, 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 Expiration Reminder 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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Triggers and actions 3 triggers · 28 actions
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
- New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
- Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
- Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
- Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
- Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
- Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
- Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
- Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
- Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
- Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
- Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
- Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
- List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
- List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
- List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
- Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
- Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
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.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- 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.
- 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.
- 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.
- 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.
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