BoldSign integration

E-signatures with templates: send a document from a BoldSign template, check its status and know when it's signed.

Content and files1 triggers · 5 actions

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “Document Completed” happens in BoldSign, check the details with AI, then “Send Document from Template” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    Document Completed

    Triggers when all signers have signed a BoldSign document.

Actions

Then Calibra can do this for you
  • DO
    Send Document from Template

    Sends a BoldSign template for signature, filling each template role with a signer's name and email.

  • DO
    Get Document Properties

    Looks up a BoldSign document: its status, signers and the status of each one.

  • DO
    List Documents

    Lists your BoldSign documents, newest activity first, optionally filtered by status or a search term.

  • DO
    List Templates

    Lists your BoldSign templates with their roles.

  • DO
    Custom BoldSign API Request

    Makes a request to any endpoint of the BoldSign API with your connection.

Questions

Is the BoldSign integration free?

Yes. BoldSign is available on every Calibra plan, including the free plan, which needs no card.

How is BoldSign usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect BoldSign without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with BoldSign for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.