Connect REI Pebble to BoldSign

Both apps 41REI Pebble 28BoldSign 13

• Trigger
  Contact Created

  Triggers when a new contact is added in Pebble.

• Trigger
  Contact Updated

  Triggers when a Pebble contact is added or changed.

• Trigger
  Deal Created

  Triggers when a new deal is added in Pebble.

• Trigger
  Deal Moved

  Triggers when a Pebble deal moves into a different stage.

• Trigger
  Deal Updated

  Triggers when a Pebble deal is added or changed.

• Trigger
  Document Created

  Triggers when a new document (such as a mail letter) is created in Pebble.

• Trigger
  Property Created

  Triggers when a new property is added in Pebble.

• Action
  Add tag

  Creates a new tag in your Pebble account that can be applied to either properties or contacts.

• Action
  Add tag to contact

  Applies an existing contact tag to a Pebble contact and returns the contact with its updated tags.

• Action
  Add tag to property

  Applies a property tag to a Pebble property and returns the property with its updated tags.

• Action
  Add task

  Adds a task to a deal's task list in Pebble and returns the created task.

• Action
  Complete task

  Marks a Pebble task as completed and returns the updated task.

• Action
  Create a Contact

  Creates a new contact in Pebble, such as a seller, buyer or agent, and returns the saved contact.

• Action
  Create a Deal

  Creates a new deal on a Pebble board and stage, optionally linking contacts and properties.

• Action
  Create a Note

  Adds a note (remark) to a Pebble deal.

• Action
  Create a Property

  Adds a new property (parcel) to Pebble, identified by its county and either an APN or a full street address.

• Action
  Find a Board

  Finds a Pebble deal board by name and returns its ID.

• Action
  Find a Contact

  Finds Pebble contacts by name, email or phone (partial match, at least three characters) and returns the first match.

• Action
  Find a County

  Finds a county by name and returns the county ID Pebble uses for properties (such as harris_tx).

• Action
  Find a Deal

  Finds a Pebble deal by title, board, stage or status and returns the first match.

• Action
  Find a Property

  Finds a Pebble property by parcel number, street address or owner name and returns the first match.

• Action
  Find a Stage

  Finds a Pebble deal stage by name, optionally within one board, and returns its ID.

• Action
  List tags

  Returns the tags in your Pebble account, optionally narrowed to property or contact tags or to names matching a search term.

• Action
  List tasks

  Returns the tasks on open deals in your Pebble account, optionally filtered by text, status, due date or assignee.

• Action
  Update a Contact

  Updates an existing Pebble contact. Fields left blank keep their current value.

• Action
  Update a Deal

  Updates an existing Pebble deal, including moving it to another board or stage. Blank fields keep their current value.

• Action
  Update a Property

  Updates an existing Pebble property. Blank fields keep their current value.

• Action
  Update task

  Updates the text, due date or assignee of an existing task. Fields left blank keep their current value.

• 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.