Integration

Connect One Tap to BoldSign

When something happens in One Tap, 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.

One Tap2 triggersOne Tap21 actionsBoldSign13 actions

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What do you want One Tap 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 One Tap and BoldSign

Triggers and actions 2 triggers · 34 actions

Trigger
New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
Trigger
New Profile
Triggered when a new person profile is created in One Tap.
Action
Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create Profile
Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
Action
Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
Action
Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update Profile
Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
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.

Each app on its own

The other way round: BoldSign to One Tap