Connect Salesforce to BoldSign

Both apps 24Salesforce 11BoldSign 13

• Trigger
  New object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

• 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.