BoldSign integration
Electronic Signature Software & API.
What your agents can do with BoldSign
4 pre-built BoldSign tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (1)
Send Document Using Template
Send documents for e-signature using a BoldSign template.
Triggers (3)
New Document Sent
Emit new event when a document is sent to a signer.
New Document Declined
Emit new event when a document is declined by a signer.
New Document Completed
Emit new event when a document is completed by all the signers.
Set up BoldSign in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your BoldSign account
In Relevance AI, open Integrations and add BoldSign. You will be sent to BoldSign to sign in and approve access, and the connection is stored against your workspace.
Use BoldSign in an agent
Create a tool, add a BoldSign tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put BoldSign to work in your agents
Connect BoldSign alongside 1,800+ other integrations and let your agents run the busywork.