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Triggers and actions 44 triggers · 39 actions
Trigger
Affiliation Request ApprovedTriggers when a affiliation request is approved.
- Affiliation Request Created
Triggers when a affiliation request is created.
- Affiliation Request Denied
Triggers when a new affiliation request is denied.
- Cancellation Act Created
Triggers when a cancellation act is created.
- Cancellation Act Updated
Triggers when a cancellation act is updated.
- Customer Created
Triggers when a customer is created.
- Customer Updated
Triggers when a customer is updated.
- Fulfillment Created
Triggers when a fulfillment is created.
- Fulfillment Deleted
Triggers when a fulfillment is deleted.
- Fulfillment Updated
Triggers when a fulfillment is updated.
- Order Created
Triggers when a order is created.
- Order Delivered
Triggers when a order is delivered.
- Order Fulfilled
Triggers when a order is fulfilled.
- Order Paid
Triggers when a order is paid.
- Order Partially Fulfilled
Triggers when a order is partially fulfilled.
- Order Partially Shipped
Triggers when a order is partially shipped.
- Order Payment Failed
Triggers when a order payment fails.
- Order Processing
Triggers when a order becomes processing.
- Order Shipped
Triggers when a order is shipped.
- Order Unfulfilled
Triggers when a order is unfulfilled.
- Order Voided
Triggers when a order is voided.
- Payout Completed
Triggers when a payout is completed.
- Purchase Created
Triggers when a purchase is created.
- Purchase Invoked
Triggers when a purchase is invoked.
- Purchase Revoked
Triggers when a purchase is revoked.
- Purchase Updated
Triggers when a purchase is updated.
- Referral Approved
Triggers when a referral is approved.
- Referral Created
Triggers when a referral is created.
- Refund Created
Triggers when a refund is created.
- Refund Succeeded
Triggers when a refund succeeds.
- Return Request Completed
Triggers when a return request is completed.
- Return Request Created
Triggers when a return request is created.
- Return Request Deleted
Triggers when a return request is deleted.
- Return Request Opened
Triggers when a return request is opened.
- Return Request Updated
Triggers when a return request is updated.
- Subscription Active
Triggers when a subscription becomes active.
- Subscription Canceled
Triggers when a subscription is canceled.
- Subscription Completed
Triggers when a subscription is completed.
- Subscription Created
Triggers when a subscription is created.
- Subscription Past Due
Triggers when a subscription becomes past due.
- Subscription Renewed
Triggers when a subscription is renewed.
- Subscription Set to Cancel
Triggers when a subscription is set to cancel.
- Subscription Trialing
Triggers when a subscription becomes trialing.
- Subscription Updated
Triggers when a subscription is updated.
- Find Affiliation
Find an existing affiliation by ID.
- Find Affiliation Request
Find an existing affiliation request by ID.
- Find Cancellation Act
Find an existing cancellation act by ID.
- Find Checkout
Find an existing checkout by ID.
- Find Click
Find an existing click by ID.
- Find Coupon
Find an existing coupon by ID.
- Find Customer
Find an existing customer by ID.
- Find Fulfillment
Find an existing fulfillment by ID.
- Find Fulfillment Item
Find an existing fulfillment item by ID.
- Find Line Item
Find an existing line item by ID.
- Find Order
Find an existing order by ID.
- Find Payment Intent
Find an existing payment intent by ID.
- Find Payment Method
Find an existing payment method by ID.
- Find Payout
Find an existing payout by ID.
- Find Payout Group
Find an existing payout group by ID.
- Find Price
Find an existing price by ID.
- Find Product
Find an existing product by ID.
- Find Promotion
Find an existing promotion by ID.
- Find Purchase
Find an existing purchase by ID.
- Find Referral
Find an existing referral by ID.
- Find Referral Item
Find an existing referral item by ID.
- Find Refund
Find an existing refund by ID.
- Find Return Item
Find an existing return item by ID.
- Find Return Request
Find an existing return request by ID.
- Find Subscription
Find an existing subscription by ID.
- Find Tracking
Find an existing tracking by ID.
Action
Add contactAdds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- 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.
- 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.
- 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.
- 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.