Boldsign
14 actions for Boldsign workflows.
Operations are the actions a workflow can take in Boldsign, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Track your API usage and consumption limits with real-time credit information. Use this when you need to monitor your current API quota before executing bulk operations or integrating Boldsign into your application's billing dashboard.
Get API Credits Count
BOLDSIGN_PLAN_GET_API_CREDITS_COUNTRetrieve your current BoldSign API credits balance to monitor your document signing and workflow automation usage. This helps you track consumption and plan for additional credits before running out.
Manage brand profiles and visual identity settings that apply to your signing documents and requests. These operations let you retrieve and organize multiple brand configurations, ensuring consistent company branding across all your signature workflows.
Get Brand Details
BOLDSIGN_BRAND_GETRetrieve your brand's customization settings and design preferences by ID, allowing you to verify or manage how your documents appear to recipients.
List Brands
BOLDSIGN_BRAND_LISTRetrieve all brands associated with your Boldsign account to view your available brand configurations and settings.
Handle the complete lifecycle of signing documents from creation through completion and expiration management. Use these operations to send documents for signature, track their status across your team, manage authentication requirements, and maintain organized records of all document activity.
List Documents
BOLDSIGN_DOCUMENT_LISTRetrieve and filter documents from your Boldsign account to find specific agreements, contracts, or forms based on criteria like status, date, or document type. Helps you quickly locate and manage your document library without manual searching.
Send Document
BOLDSIGN_DOCUMENT_SENDSend documents to recipients for electronic signature collection, streamlining your approval and agreement workflows. This enables you to manage document signing digitally without printing or manual collection.
Edit Document (Beta)
BOLDSIGN_DOCUMENT_EDIT_BETAModify an unsigned document by updating its files, recipients, or settings before it's finalized and sent for signature. This allows you to make corrections or adjustments without starting over from scratch.
Extend Document Expiry
BOLDSIGN_DOCUMENT_EXTEND_EXPIRYExtend the deadline for a document that needs signatures, allowing more time for signers to review and complete the signing process.
List Behalf Documents
BOLDSIGN_DOCUMENT_BEHALF_LISTRetrieve and filter a list of documents that have been sent on behalf of users, helping you track delegated signing requests and document status across your team.
List Team Documents
BOLDSIGN_DOCUMENT_TEAM_LISTRetrieve all documents associated with your team account, with optional filtering to find specific documents. This helps you maintain visibility over all signing documents and their statuses across your team.
Remove Document Authentication
BOLDSIGN_DOCUMENT_REMOVE_AUTHENTICATIONDisables signer authentication requirements on a document, allowing signers to access and sign without additional verification steps.
Define and customize form fields that signers interact with during the signing process. These operations enable you to create tailored field types specific to your workflow needs and modify existing fields to match evolving business requirements.
Create Custom Field
BOLDSIGN_CUSTOM_FIELD_CREATECreate a custom field tied to your brand that can be added to documents for collecting specific information from signers. This lets you standardize the data you capture across all your signing workflows.
Edit Custom Field
BOLDSIGN_CUSTOM_FIELD_EDITModify the properties of an existing custom field in your Boldsign documents, such as updating field names, labels, or validation rules. This allows you to refine document templates without recreating them from scratch.
Prepare files for use in signing workflows by uploading documents and assets to Boldsign's system. This helper operation manages file storage before you send documents for signature or use them in other signing operations.
Upload File (Helper)
BOLDSIGN_FILE_UPLOADUpload a file to temporary storage and receive a unique key for use in other BoldSign operations like creating brands or templates with logo files.
Generate embedded request links that allow signers to complete signing workflows directly within your application. Use this when you want to provide a seamless in-app signing experience without redirecting users to an external portal.
Create Embedded Request Link
BOLDSIGN_EMBEDDED_REQUEST_CREATE_LINKGenerates an embeddable URL that allows you to prepare and send documents for signature directly within your own application without redirecting users to an external platform.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.