Integration
Connect GoHighLevel to BoldSign
When New or updated contact fires in GoHighLevel, your agent runs Add contact in BoldSign. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want GoHighLevel and BoldSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What GoHighLevel can start in BoldSign
When New or updated contact in GoHighLevel
then Add contact in BoldSign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with GoHighLevel and BoldSign
Triggers and actions 1 trigger · 42 actions
- New or updated contact
Triggered when a contact is created or updated in your HighLevel sub-account.
- Create appointment
Book a new calendar appointment.
- Create note
Add a note to a contact.
- Create opportunity
Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.
- Create task
Create a task on a contact.
- Delete appointment
Cancel/delete a calendar event or appointment.
- Delete contact
Delete a contact.
- Delete note
Delete a note from a contact.
- Delete task
Delete a task from a contact.
- Find contacts
Search contacts by name, email, phone, or other criteria.
- Find conversations
Search conversations by contact or other criteria.
- Find opportunities
Search opportunities by pipeline, stage, contact, or other criteria.
- Get appointment
Retrieve a single calendar appointment by ID.
- Get calendar
Retrieve a single calendar's configuration by ID.
- Get contact
Retrieve a single contact by ID.
- Get conversation
Retrieve a single conversation by ID.
- Get note
Retrieve a single note on a contact.
- Get opportunity
Retrieve a single opportunity by ID.
- List calendar events
List calendar events within a date range.
- List calendars
List all calendars for the location.
- List notes
List all notes on a contact.
- List tasks
List all tasks on a contact.
- Remove tags from contact
Remove one or more tags from a contact.
- Send a message
Send an SMS, email, or other conversation message to a contact.
- Update appointment
Update an existing calendar appointment.
- Update contact
Update an existing contact's fields.
- Update note
Update an existing note on a contact.
- Update task
Update an existing task on a contact.
- Upsert contact
Create a contact or update it if a matching contact already exists.
- Upsert opportunity
Create an opportunity or update it if a matching one already exists.
- 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.
- 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.
Each app on its own
Reviews
What our customers say
More from GoHighLevel
GoHighLevel to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
GoHighLevel to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
GoHighLevel to AnthropicAnthropic builds Claude, a family of large language models.
GoHighLevel to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
GoHighLevel to ElevenLabsElevenLabs is an AI audio research and deployment company.
GoHighLevel to PushoverPushover sends real-time push notifications to your phone, tablet, desktop, and watch.
More into BoldSign
HubSpot to BoldSignHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to BoldSignSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to BoldSignSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to BoldSignGoogle Sheets
Gmail to BoldSignGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to BoldSignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
GoHighLevel and BoldSign, answered
What can start an automation from GoHighLevel?
Any of GoHighLevel's 1 trigger in the catalog, including New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in GoHighLevel?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to GoHighLevel?
BoldSign has no triggers in the catalog today, so automations start in GoHighLevel. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for GoHighLevel or BoldSign?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use GoHighLevel and BoldSign without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.