Connect SparrowDesk to BoldSign

Both apps 32SparrowDesk 19BoldSign 13

• Trigger
  New Contact

  Fires when a new contact is created. Poll GET /contacts sorted by creation date, or via new webhook subscription on contact-created event.

• Trigger
  New Ticket

  Fires when a new conversation (ticket) is created. Poll GET /conversations sorted by creation date, or via new webhook subscription on ticket-created event.

• Action
  Add Company

  Create a company. POST /companies

• Action
  Add Ticket Reply

  Create a reply on a conversation (ticket). POST /conversations/{id}/reply

• Action
  Create Contact

  Creates a new contact in your SparrowDesk account.

• Action
  Create Ticket

  Creates a new ticket (conversation) in your SparrowDesk account.

• Action
  Delete Contact

  Delete a contact by ID. DELETE /contacts/{id}

• Action
  Delete Ticket

  Delete a conversation (ticket) by ID. DELETE /conversations/{id}

• Action
  Get Company

  Retrieve a company by ID. GET /companies/{id}

• Action
  Get Contact

  Retrieve a single contact by ID. GET /contacts/{id}

• Action
  Get Ticket

  Retrieve a single conversation (ticket) by ID. GET /conversations/{id}

• Action
  List Companies

  List all companies. GET /companies

• Action
  List Contacts

  List all contacts. GET /contacts

• Action
  List Members

  List all team members on the account. GET /members

• Action
  List Tags

  List all tags on the account. GET /tags

• Action
  List Tickets

  List all conversations (tickets). GET /conversations

• Action
  Update Company

  Update a company by ID. PATCH /companies/{id}

• Action
  Update Contact

  Update a contact by ID. PATCH /contacts/{id}

• Action
  Update Ticket

  Update a conversation (ticket) by ID. PATCH /conversations/{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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.