Connect Rotessa to BoldSign

Both apps 28Rotessa 15BoldSign 13

• Trigger
  Customer Change

  Triggers when a Rotessa customer is added or updated.

• Trigger
  Declined Transaction

  Triggers when a Rotessa payment is declined.

• Trigger
  New Customer

  Triggers when a new customer is added in Rotessa.

• Trigger
  Transaction Approved

  Triggers when a Rotessa payment is approved.

• Action
  Create Customer

  Creates a new customer in Rotessa with their bank details.

• Action
  Create Transaction

  Creates a one-time or recurring payment (transaction schedule) for a Rotessa customer.

• Action
  Create Transaction Schedule by Custom Identifier

  Creates a one-time or recurring payment for the customer identified by your custom identifier.

• Action
  Delete Transaction Schedule

  Deletes a transaction schedule so no further payments are processed.

• Action
  Get Customer

  Returns one Rotessa customer by ID, including bank details, address and schedules.

• Action
  Get Transaction Schedule

  Returns one transaction schedule and its payments.

• Action
  List Customers

  Returns all customers in your Rotessa account.

• Action
  List Transactions

  Returns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback).

• Action
  Match a Customer

  Finds the Rotessa customer that carries your custom identifier.

• Action
  Update Customer

  Updates an existing Rotessa customer's contact or bank details.

• Action
  Update Transaction Schedule

  Changes the amount or comment of an existing transaction schedule.

• 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.