APIANT.aiApp
BoldSign
BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
What your agent can do with BoldSign
Triggers and actions 13 actions
- ActionAdd 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.
- ActionDelete contact
Deletes a contact from your BoldSign organization by its contact ID.
- ActionDelete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- ActionDownload document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- ActionGet contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- ActionGet document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- ActionList contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- ActionList documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- ActionList templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- ActionRevoke 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.
- ActionSend 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.
- ActionSend 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.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the BoldSign API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.