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What do you want Tracknow and BoldSign to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Tracknow and BoldSign
Triggers and actions 4 triggers · 16 actions
Trigger
New AffiliateTriggered when a new affiliate is created in Tracknow.
- New Affiliate Payment
Triggered when a new affiliate payout request is created in Tracknow.
- New Conversion
Triggered when a new conversion is recorded in Tracknow.
- New Conversion Custom Status
Triggered when a conversion in Tracknow is given a custom status, and again whenever that custom status changes.
- List campaigns
Returns the campaigns in your Tracknow account, optionally narrowed to a status, a visibility, or a search term on the campaign title or ID.
- List conversions
Returns conversions recorded in Tracknow, optionally narrowed by date range, status, campaign, affiliate, advertiser, customer details, sub-tracking values or fraud rating.
- List leads
Returns leads recorded in Tracknow, optionally narrowed by date range, status, campaign, affiliate, customer name or email.
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.