Integration

Connect Float to BoldSign

When something happens in Float, 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.

Float15 triggersFloat21 actionsBoldSign13 actions

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What do you want Float 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 Float and BoldSign

Triggers and actions 15 triggers · 34 actions

Trigger
New Allocation
Triggers when a new allocation is created.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Department
Triggers when a new department is added.
Trigger
New Logged Time
Triggers when a new logged time is created.
Trigger
New Milestone
Triggers when a new milestone is created.
Trigger
New Person
Triggers when a new person is added.
Trigger
New Phase
Triggers when a new phase is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Project Task
Triggers when a new project task is created.
Trigger
New Time Off
Triggers when a new time off is created.
Trigger
Updated Allocation
Triggers when an allocation is modified.
Trigger
Updated Logged Time
Triggers when a logged time is modified.
Trigger
Updated Phase
Triggers when a phase is modified.
Trigger
Updated Project
Triggers when a project is modified.
Trigger
Updated Project Task
Triggers when a project task is modified.
Action
Create Allocation
Creates a new allocation.
Action
Create Client
Creates a new client.
Action
Create Department
Creates a new department.
Action
Create Logged Time
Creates a new logged time.
Action
Create Milestone
Creates a new milestone.
Action
Create Person
Creates a new person.
Action
Create Phase
Creates a new phase.
Action
Create Project
Creates a new project.
Action
Create Project Task
Creates a new project task.
Action
Create Time Off
Creates a new time off.
Action
Find Allocation
Finds an allocation by ID.
Action
Find Logged Time
Finds a logged time by ID.
Action
Find Person
Finds a person by ID, email, or tag(s).
Action
Find Project
Finds a project by ID, project_code, or tag(s).
Action
Update Allocation
Update an existing allocation by ID.
Action
Update Logged Time
Update an existing logged time entry by ID.
Action
Update Milestone
Update an existing milestone by ID.
Action
Update Person
Update an existing person by ID.
Action
Update Phase
Update an existing phase by ID.
Action
Update Project
Update an existing project by ID.
Action
Update Project Task
Update an existing project task by ID.
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 Float