Connect Vaiz to BoldSign

Both apps 29Vaiz 16BoldSign 13

• Trigger
  New Task

  Triggers when a new task is created in Vaiz, optionally limited to one board or project.

• Trigger
  Task Completed

  Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.

• Trigger
  Task Group Changed

  Triggers when a task moves to a different group (column) on its board.

• Action
  Add comment

  Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.

• Action
  Create Task

  Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.

• Action
  Delete comment

  Deletes a comment from a Vaiz task or document.

• Action
  Edit Task

  Updates an existing Vaiz task. Only the fields you fill in are changed.

• Action
  Get milestone

  Returns a single Vaiz milestone by its ID.

• Action
  Get project

  Returns a single Vaiz project by its ID, including its name, description, team, color and dates.

• Action
  Get task

  Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.

• Action
  List milestones

  Returns all milestones in the connected Vaiz space, with their dates, task counts and status.

• Action
  List projects

  Returns all projects in the connected Vaiz space.

• Action
  List tasks

  Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.

• Action
  Move task

  Moves a task to another group (column) on its board, optionally at a given position.

• Action
  Update comment

  Edits the text of an existing comment and adds, reorders or removes its attached files.

• Action
  Update milestone

  Updates an existing milestone's name, description, dates, tags or color.

• 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.