Connect Fluentcrm to BoldSign

Both apps 27Fluentcrm 14BoldSign 13

• Trigger
  New Contact

  Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.

• Action
  Add Note to Contact

  Adds a note to a FluentCRM contact, with a title, description, note type and optional date.

• Action
  Create Contact

  Creates a new contact in FluentCRM, optionally adding them to tags and lists.

• Action
  Create List

  Creates a new contact list in FluentCRM and returns it.

• Action
  Create Tag

  Creates a new tag in FluentCRM that you can use to organise contacts.

• Action
  Delete Contact

  Permanently deletes a contact and all of its associated data from FluentCRM.

• Action
  Find Contacts

  Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.

• Action
  Get Contact

  Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.

• Action
  List Contact Notes

  Returns the notes recorded on a FluentCRM contact, optionally filtered by note title.

• Action
  List Lists

  Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted.

• Action
  List Tags

  Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.

• Action
  Send Double Opt-in Email

  Sends a double opt-in confirmation email to a contact who is not yet subscribed.

• Action
  Track Event

  Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.

• Action
  Update Contact

  Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.