Connect Swiftype to BoldSign

Both apps 28Swiftype 15BoldSign 13

• Trigger
  New Document

  Triggers when a new Document is created.

• Action
  Add domain

  Add a crawler domain to an Engine. POST /api/v1/engines/{engine_id}/domains.json with url.

• Action
  Add engine

  Create a new Engine (index). POST /api/v1/engines.json with name.

• Action
  Create Document

  Creates a new Document.

• Action
  Delete document

  Delete a document by document_id from a document type. DELETE /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}.json

• Action
  Delete domain

  Remove a crawler domain from an Engine. DELETE /api/v1/engines/{engine_id}/domains/{domain_id}.json

• Action
  Delete engine

  Delete an Engine by id. DELETE /api/v1/engines/{engine_id}.json

• Action
  Get document

  Retrieve a single document by external_id from a document type. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{external_id}.json

• Action
  Get engine

  Retrieve a single Engine by id or name. GET /api/v1/engines/{engine_id}.json

• Action
  List documents

  List documents within a document type/engine. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents.json

• Action
  List domains

  List crawler domains configured on an Engine. GET /api/v1/engines/{engine_id}/domains.json

• Action
  List engines

  List all Engines for the account. GET /api/v1/engines.json

• Action
  Recrawl domain

  Trigger a recrawl of a domain's crawled content. PUT /api/v1/engines/{engine_id}/domains/{domain_id}/recrawl.json

• Action
  Search documents

  Perform full-text search over documents within an Engine. GET/POST https://search-api.swiftype.com/api/v1/public/engines/search.json with engine_key + q. Returns matching records grouped by document type.

• Action
  Update document

  Update fields on an existing document. PUT /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}/update_fields.json

• 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.