Integration
Connect Order Desk to BoldSign
When something happens in Order Desk, 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.
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What do you want Order Desk 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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Connect Claude CodeEverything your agent can do with Order Desk and BoldSign
Triggers and actions 2 triggers · 29 actions
Trigger
New Order AddedTriggered when a new order is added in Order Desk.
- Order Folder Changed
Triggered when an order moves to a different folder in Order Desk.
- Add Order Item
Adds a line item to an existing order in Order Desk.
- Add Order Note
Adds a note to an order's history in Order Desk.
- Add Shipment
Records a shipment with tracking details against an order in Order Desk.
- Change Folder
Moves an order into a different folder in Order Desk.
- Change Tag
Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
- Create Inventory Item
Creates a product in the Order Desk store's inventory.
- Create New Order
Creates a new order in Order Desk with its line items, addresses and totals.
- Delete Inventory Item
Deletes a product from the Order Desk store's inventory.
- Delete Order
Deletes an order from Order Desk.
- Delete Order Item
Removes a line item from an order in Order Desk.
- Get Inventory Item
Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.
- Get Order
Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
- List Orders
Returns orders from Order Desk, with optional folder, source, customer and date filters.
- Set Order Data
Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
- Set Order Item Data
Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
- Update Inventory Item
Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
Action
Add contactAdds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- 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.
- 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.
- 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.
- 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.