Boloforms is an integration platform that automates digital signature workflows and form management via a powerful API. By incorporating Relevance AI, you can elevate your document processing capabilities with smart automation and AI-driven insights.
Boloforms streamlines document management and signature collection through its robust API. With Relevance AI, you can leverage intelligent AI Agents to automate and optimize these workflows, ensuring efficiency and accuracy.
Workflow Orchestration Mastery
The AI agent seamlessly coordinates complex approval chains and document routing based on real-time form responses and organizational rules
Predictive Approval Intelligence
Advanced analysis of historical approval patterns enables the AI agent to forecast approval likelihood and optimize routing paths
Smart Document Processing
Automated classification and extraction of key information from uploaded documents streamlines form completion and approval processes
Relevance AI seamlessly integrates with Boloforms to enhance your digital signature workflows within automated processes.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A BoloForms account
- A Relevance AI account with API access
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Boloforms integration utilizes a robust API to automate digital signature workflows and form management, ensuring that only authorized users can access your document processing tasks. Relevance AI manages API operations seamlessly, allowing you to send signature requests, manage document templates, and handle digital forms without the hassle of formatting or error handling.
With built-in validation and support for custom variables, your workflows can adapt to various data formats, ensuring smooth operation even in complex scenarios. The integration also supports multi-recipient signature management, making it ideal for businesses that require efficient document processing.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Boloforms + Relevance AI integration without writing code:
- Start with clear document templates: Use consistent naming conventions and variable placeholders in your templates for easier management.
- Utilize custom variables: Leverage custom variables to personalize your documents and forms, ensuring they meet specific recipient needs.
- Validate receiver information: Always check the accuracy of email addresses and roles in the receivers list to prevent errors.
- Test signature requests: Send test requests to yourself or a colleague before deploying to ensure everything works as expected.
- Monitor API usage: Keep an eye on your API rate limits and adjust your requests accordingly to avoid throttling.
