Connect Memberstack to BoldSign

Both apps 23Memberstack 10BoldSign 13

• Trigger
  Member Deleted

  Triggered instantly when a Memberstack member is deleted (member.deleted). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.deleted event.

• Trigger
  Member's Plan Added

  Triggered instantly when a plan is added to a Memberstack member (member.plan.added). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.plan.added event.

• Trigger
  Member's Plan Canceled

  Triggered instantly when a plan is canceled or removed from a Memberstack member (member.plan.updated / member.plan.canceled). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the plan cancellation event.

• Trigger
  Member's Plan Updated

  Triggered instantly when a Memberstack member plan connection changes (member.plan.updated). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.plan.updated event.

• Trigger
  Member Updated

  Triggered instantly when a Memberstack member's data changes (member.updated). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.updated event.

• Trigger
  New Member

  Triggered instantly when a new Memberstack member signs up (member.created). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.created event.

• Action
  Create Member

  Creates a member with no plans or a free plan.

• Action
  Delete Member

  Deletes a member.

• Action
  Find Member

  Lookup a member by id.

• Action
  Update Member

  Updates a member.

• 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.