Boldsign for AI agents
Agents read Boldsign at once. Changes and sends are held for a person's approval by default.
About Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
What an agent can do in Boldsign
Every Boldsign action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Boldsign without asking first. 6 actions.
- Get Brand DetailsTool to get brand details by brand ID. Use after obtaining the brand identifier.
- List BrandsTool to list all brands in the account. Use after confirming account is authenticated.
- List Behalf DocumentsTool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
- List DocumentsTool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
- List Team DocumentsTool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
- Get API Credits CountTool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 8 actions.
- Create Custom FieldTool 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 FieldTool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
- 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 ExpiryTool to extend a document's expiry date. Use before signing to prolong a document's deadline.
- Remove Document AuthenticationTool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
- Send DocumentTool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
- Create Embedded Request LinkTool 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).
Changes wait in Needs you
Changes and sends in Boldsign are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Boldsign questions
Can an agent change data in Boldsign on its own?
Not by default. Changes and sends in Boldsign are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Boldsign?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Boldsign connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.