Connect McTime to BoldSign

Both apps 30McTime 17BoldSign 13

• Trigger
  New Organization

  Triggered when a new organization is created in McTime.

• Action
  Add Assignment

  Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime.

• Action
  Add User

  Create (or edit, per vendor's add-or-edit semantics) a user.

• Action
  Create Client

  Creates a new client (an organization of type "client") in McTime.

• Action
  Create Organization

  Creates a new organization (project, client, branch, etc.) in McTime.

• Action
  Create Project

  Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against.

• Action
  Delete User

  Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too.

• Action
  Find Client

  Returns up to 50 McTime clients whose name contains the specified text.

• Action
  Find Organization

  Returns up to 50 organizations whose name contains the specified text.

• Action
  Find Project

  Returns up to 50 McTime projects whose name contains the specified text.

• Action
  Get Time Entry

  Retrieve a single McTime time entry by its ID.

• Action
  Get User

  Retrieves a single McTime user by id, including roles, address, export ids and employment details.

• Action
  List Assignments

  Lists a McTime user's assignments to organizations, grouped by role.

• Action
  List Time Entries

  Retrieve time entries within a date range, optionally filtered by user IDs.

• Action
  List Users

  Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page.

• Action
  Start Clocking

  Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time.

• Action
  Stop Clocking

  Stops the running McTime clock for a user, turning it into a normal time entry.

• 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.