BoldSign

BoldSign sends documents out for electronic signature and tracks them through the signing process.

Authentication

• API key

Actions

Generic API request. Call any BoldSign API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

• Get document propertiesRetrieve a single document's properties by id (GET /v1/document/properties?documentId=...).
• List documentsList documents (GET /v1/document/list) with optional pagination.
• List teamsList the teams configured in the connected BoldSign organization — the groupings that scope who can see and act on a document.
• List templatesList templates (GET /v1/template/list) with optional pagination.

Triggers

• Document activity (webhook)Starts when a document's status changes in the connected BoldSign account, for example when it is sent, viewed, signed, completed, or declined, delivered by a webhook instead of polling for activity.
• New document activityStarts when a document's activity date advances in the connected BoldSign account, for example when it is sent, viewed, signed, completed, or otherwise changes status.

Product names, logos and brands are the property of their respective owners and are used here for identification only. Their use does not imply endorsement by, or affiliation with, those owners.