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BoldSign

Esign Documents Secure OAuth

Get documents signed and track them

What it does

BoldSign actions

87 actions

Ask in plain language — Praxivara picks the right BoldSign action, runs it, and confirms anything sensitive first.

Create the brand

Create the brand.

Edit the brand

Edit the brand.

Get the specific brand details

Get the specific brand details.

Delete the brand

Delete the brand.

Reset default brand

Reset default brand.

List all the brands

List all the brands.

List Contact document

List Contact document.

Deletes a contact

Deletes a contact.

Create the new Contact

Create the new Contact.

Update the contact

Update the contact.

Get summary of the contact

Get summary of the contact.

Create the custom field

Create the custom field.

Edit the custom field

Edit the custom field.

Delete the custom field

Delete the custom field.

List the custom fields respective to the brand id

List the custom fields respective to the brand id.

Generates a URL for creating or modifying custom

Generates a URL for creating or modifying custom.

Send a document for signature

Send a document for signature.

Extends the expiration date of the document

Extends the expiration date of the document.

Generates a send URL which embeds document sending

Generates a send URL which embeds document sending.

Generates an embedded edit URL that allows the

Generates an embedded edit URL that allows the.

Generates a URL to embeds Clone document process

Generates a URL to embeds Clone document process.

List documents

List documents.

Get user Team documents

Get user Team documents.

Gets the behalf documents

Gets the behalf documents.

View a document

View a document.

Download the document

Shows download the document.

Download the Attachment

Shows download the Attachment.

Download the audit trail document

Shows download the audit trail document.

Revoke the document

Revoke the document.

Delete the document

Delete the document.

Remind the pending signers

Remind the pending signers.

Changes the access code for the given document signer

Changes the access code for the given document signer.

Change recipient details of a document

Change recipient details of a document.

Get sign link for Embedded Sign

Get sign link for Embedded Sign.

Add the Tags in Documents

Add the Tags in Documents.

Delete the Tags in Documents

Delete the Tags in Documents.

Remove the access code for the given document signer

Remove the access code for the given document signer.

The add authentication to recipient

The add authentication to recipient.

Updates the value (prefill) of the fields in the

Updates the value (prefill) of the fields in the.

Sends a draft-status document out for signature

Sends a draft-status document out for signature.

Edit and updates an existing document

Edit and updates an existing document.

Cancels editing for a document that is currently in

Cancels editing for a document that is currently in.

List Group Contacts

List Group Contacts.

Create a new Group Contact

Create a new Group Contact.

Update the Group Contact

Update the Group Contact.

Get Summary of the Group Contact

Get Summary of the Group Contact.

Deletes a Group Contact

Deletes a Group Contact.

Retrieve the ID verification report for the

Shows retrieve the ID verification report for the.

Retrieve the uploaded ID verification document or

Shows retrieve the uploaded ID verification document or.

Generate a URL that embeds manual ID verification

Generate a URL that embeds manual ID verification.

Check remaining API credits

Check remaining API credits.

Creates sender identity

Creates sender identity.

Updates sender identity

Updates sender identity.

Deletes sender identity

Deletes sender identity.

Resends sender identity invitation

Resends sender identity invitation.

Rerequests denied sender identity

Rerequests denied sender identity.

Lists sender identity

Lists sender identity.

Gets sender identity by ID or email

Gets sender identity by ID or email.

Get Team details

Get Team details.

List Teams

List Teams.

Create Team

Create Team.

Update Team

Update Team.

List all the templates

List all the templates.

Creates a new template

Creates a new template.

Generates a create URL to embeds template create

Generates a create URL to embeds template create.

Generates a edit URL to embeds template edit process

Generates a edit URL to embeds template edit process.

Generates a URL to embeds Clone template process

Generates a URL to embeds Clone template process.

Deletes a template

Deletes a template.

Send a document for signature using a Template

Send a document for signature using a Template.

Send the document by merging multiple templates

Send the document by merging multiple templates.

Generates a send URL using a template which embeds

Generates a send URL using a template which embeds.

Generates a merge request URL using a template that

Generates a merge request URL using a template that.

Get summary of the template

Get summary of the template.

Download the template

Shows download the template.

Edit and updates an existing template

Edit and updates an existing template.

Add the Tags in Templates

Add the Tags in Templates.

Delete the Tags in Templates

Delete the Tags in Templates.

Share a template with teams and manage permissions

Share a template with teams and manage permissions.

Generates a preview URL for a template to view it

Generates a preview URL for a template to view it.

Create the user

Create the user.

Update new User role

Update new User role.

Resend the users invitation

Resend the users invitation.

Cancel the users invitation

Cancel the users invitation.

List user documents

List user documents.

Get summary of the user

Get summary of the user.

Update new User meta data details

Update new User meta data details.

Change users to other team

Change users to other team.

What it watches for

BoldSign triggers

3 triggers

Events in BoldSign that can start an automation on their own — no clicks required once you set it up.

Document sent for signature Webhook

Fires when a document goes out to its signers.

Document fully signed Webhook

Fires when every signer has signed.

Document declined Webhook

Fires when a signer refuses to sign.

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the BoldSign steps and shows you exactly what it did.

Catch me up on what needs my attention in BoldSign today.
Handle this in BoldSign and confirm before anything goes out.
Build me an AI agent that keeps BoldSign tidy every morning.
Pull the latest from BoldSign and turn it into a one-page report.
Works great with

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