Integration

Connect PostHog to BoldSign

When something happens in PostHog, 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.

PostHog1 triggerPostHog10 actionsBoldSign13 actions

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What do you want PostHog 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 PostHog and BoldSign

Triggers and actions 1 trigger · 23 actions

Trigger
Action Performed
Triggers when an action is performed by a user.
Action
Add annotation
Create a new annotation on the project timeline (content, date_marker, scope). POST /api/projects/:project_id/annotations/
Action
Capture Event
Captures an event.
Action
Evaluate feature flags
Evaluate all feature flag values for a given distinct_id/person, returning flag states for use in automation branching. Public POST /flags endpoint (project token auth).
Action
Get person
Retrieve a single person by ID. GET /api/projects/:project_id/persons/:id/
Action
List annotations
List annotations in the project. GET /api/projects/:project_id/annotations/
Action
List cohorts
List cohorts defined in the project. GET /api/projects/:project_id/cohorts/
Action
List feature flags
List feature flags defined in the project. GET /api/projects/:project_id/feature_flags/
Action
List insights
List saved insights (charts/graphs) in the project. GET /api/projects/:project_id/insights/
Action
List persons
List/search persons in the project, optionally filtered by distinct_id or properties. GET /api/projects/:project_id/persons/
Action
Update person
Update a person's properties by ID. PATCH /api/projects/:project_id/persons/:id/
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 PostHog