Integration

Connect monday.com to BoldSign

When something happens in monday.com, your agent does the next thing in BoldSign. Describe it in plain language and the automation is built, tested on every branch and kept running.

monday.com10 triggersmonday.com27 actionsBoldSign13 actions

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What do you want monday.com and BoldSign to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with monday.com and BoldSign

Triggers and actions 10 triggers · 40 actions

Trigger
Any Column Value Changed in Board
Triggers when any column's value is changed in the selected board.
Trigger
Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
Trigger
New Board
Triggers when a new board is created.
Trigger
New Item in Board
Triggers when an item is created in a specific board.
Trigger
New Subitem on Board
Triggers when a new subitem on a specific board is created.
Trigger
New Update in Board
Triggers when a new update is posted on a board.
Trigger
New User
Triggers when a new user joins your monday.com account.
Trigger
Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board.
Trigger
Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
Trigger
Specific Subitem Column Value Changed in Board
Triggers when a specific column's value changes in a subitem within the selected board.
Action
Archive Board
Archives a board
Action
Archive Group
Archives a specific group in a board
Action
Archive Item
Archives an item
Action
Create Board
Creates a new board
Action
Create Column
Create a new column in board.
Action
Create Group
Creates a new group in a board
Action
Create Item
Create a new Item in a board
Action
Create Subitem
Create a new subitem in a item with column values
Action
Create Update
Create a new update.
Action
Delete Group
Delete a specific group from a board
Action
Delete Item
Delete an item from a board
Action
Duplicate Item
Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
Action
Find Items
Find items that match a specific value in a column
Action
Find Subitems
Finds the subitems of a specific item on the board
Action
Find User by Name
Search for a user by name using exact matching
Action
Get Board Values
Returns the data for a all columns in the specific board
Action
Get Column Values
Returns the data for a specific column in the board
Action
Get File Column Values
Returns the data for a specific file column in the board
Action
Get Group Details
Returns the group name for a specific board
Action
Get User Details
Returns the details for a specific user
Action
Group Position
Duplicate a group with its items
Action
List Boards
Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
Action
Move Item to Group
Move an item to a different group
Action
Update Item
Change multiple column values of an item
Action
Update Item Name
Update an item's name
Action
Update Subitem
Updates a update subitem on your board.
Action
Upload File to Specific Column
Upload File To Specific Column
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.

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The other way round: BoldSign to monday.com