Connect Less Annoying CRM to BoldSign

Both apps 30Less Annoying CRM 17BoldSign 13

• Trigger
  Contact Deletion

  Triggers when a contact is deleted.

• Trigger
  Form Submission

  Triggers when a form submission is received.

• Trigger
  Group Membership Addition

  Triggers when a contact is added to a group.

• Trigger
  Group Membership Deletion

  Triggers when a contact is removed from a group.

• Trigger
  New Contact

  Triggers when a new contact is created or a contact is updated.

• Trigger
  Pipeline Item Deletion

  Triggers when a pipeline item is deleted.

• Trigger
  Pipeline Item Status Update

  Triggers when a new pipeline item is added or its status is updated.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contact Note

  Adds a note to a contact.

• Action
  Create Group Membership

  Adds a contact to a group.

• Action
  Create Pipeline Item

  Creates a new pipeline item.

• Action
  Create Task

  Creates a new task.

• Action
  Delete Group Membership

  Removes a contact from a group.

• Action
  Edit Contact

  Edit an existing contact. Blank fields will not be updated.

• Action
  Edit Pipeline Item

  Edit an existing pipeline item attached to a contact.

• Action
  Find Contact

  Search for contact by email, name, or LACRM Contact Id.

• Action
  Find Pipeline Item

  Search for a pipeline item.

• 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.