14 available actions

What your AI agent can do in Boldsign

BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Brand DetailsTool to get brand details by brand ID.
  • List BrandsTool to list all brands in the account.
  • Send DocumentTool to send a document for eSignature.
  • Create Embedded Request LinkTool to create an embedded request link.
  • Edit Document (Beta)Tool to edit a draft or sent document.
  • Edit Custom FieldTool to edit an existing custom field.

Browse all 14 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Get Brand DetailsTool to get brand details by brand ID.
  • List BrandsTool to list all brands in the account.
  • List Behalf DocumentsTool to list documents sent on behalf of users.
  • List DocumentsTool to list documents in My Documents with filters.
  • List Team DocumentsTool to list team documents.
  • Get API Credits CountTool to get remaining BoldSign API credits count.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Create Custom FieldTool to create a brand-scoped custom field.
  • Send DocumentTool to send a document for eSignature.
  • Create Embedded Request LinkTool to create an embedded request link.
  • 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…
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Edit Custom FieldTool to edit an existing custom field.
  • Edit Document (Beta)Tool to edit a draft or sent document.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Remove Document AuthenticationTool to remove authentication from a document.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Extend Document ExpiryTool to extend a document's expiry date.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Boldsign account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Boldsign

How does the agent connect to Boldsign?
You sign in with your own Boldsign account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Boldsign at any time.
What can the agent actually do in Boldsign?
The page above lists the 14 actions currently available through the Boldsign connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Boldsign included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Boldsign is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Boldsign to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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