Connect Wisboo to BoldSign

Both apps 28Wisboo 15BoldSign 13

• Trigger
  New Signup

  Triggers when a new user signs up in your Wisboo store.

• Trigger
  Product Access Granted

  Triggers when a user is granted access to a product.

• Trigger
  Product Sold

  Triggers when a new purchase is made in your Wisboo store.

• Action
  Create User

  Creates a new user (student) in your Wisboo store without sending a confirmation email.

• Action
  Generate Magic Link

  Generates a single-use login link for a Wisboo user, valid for up to 5 minutes.

• Action
  Get Product

  Returns one Wisboo product by its public ID.

• Action
  Get User

  Returns one Wisboo user by ID.

• Action
  Grant Product Access

  Grants a Wisboo user access to a product; granting a bundle also grants its contents.

• Action
  List Product Accesses

  Returns product accesses (which users can access which products), newest first.

• Action
  List Products

  Returns the products (courses, webinars, downloads, bundles) in your Wisboo store.

• Action
  List Purchases

  Returns purchases made in your Wisboo store, optionally filtered by email, product or user.

• Action
  List Users

  Returns the users in your Wisboo store, optionally filtered by name or email.

• Action
  Revoke Product Access

  Revokes a user's access to a product.

• Action
  Update Product Access

  Changes a product access's status or expiry date.

• Action
  Update User

  Updates a Wisboo user's profile details (not the email).

• 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.