Boldsign Integration — Automate Boldsign with AI on Beauto
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Category: signatures, documents · 14 actions available
What you can automate with Boldsign
Beauto connects Boldsign with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Boldsign events, enrich Boldsign data with AI, or sync Boldsign with the rest of your stack — without writing code.
- Sync Boldsign data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Boldsign events and route the output anywhere
- Schedule recurring Boldsign tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Boldsign actions Beauto supports
- Get Brand Details — Tool to get brand details by brand ID. Use after obtaining the brand identifier.
- List Brands — Tool to list all brands in the account. Use after confirming account is authenticated.
- Create Custom Field — Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
- Edit Custom Field — Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
- List Behalf Documents — Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
- Edit Document (Beta) — Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
- Extend Document Expiry — Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
- List Documents — Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
- Remove Document Authentication — Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
- Send Document — Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
- List Team Documents — Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
- Create Embedded Request Link — Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
- Upload File (Helper) — Helper action to upload a file to R2 temp via the Composio file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).
- Get API Credits Count — Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.