BoldSign by Synergetic

boldsign is an electronic signature platform offering secure, legally binding e signatures, robust api integration, and workflow automation for businesses integrating with make com enables users to automate document signing and management processes across various business applications this is ai generated content based on official boldsign documentation the content may still contain errors—please verify important information if you have questions, contact https //boldsign com/contact us/ directly how to get support on boldsign boldsign is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=boldsign\&app slug=boldsign community\&app unique id=boldsign j2p1td 6o6fm9 requirements to use the boldsign app in make, you must have an active account or a free developer sandbox account and an api key or oauth access token, boldsign com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/boldsign community/ click the install button follow the on screen instructions to complete the setup connect boldsign and {{product name}} to get started, you must first create a connection between boldsign and {{product name}} , allowing the two services to communicate you can connect using the following method api key,oauth 2 0 api key instructions you need to manually retrieve your api key via the boldsign web app login to your boldsign platform using your credentials navigate to the section in the boldsign web app where api keys are managed locate and retrieve your api key oauth 2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=boldsign\&app slug=boldsign community\&app unique id=boldsign j2p1td 6o6fm9 create the connection in {{product name}} https //www make com/en/register , add the boldsign module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your boldsign or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page boldsign modules after connecting to the boldsign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access endpoints and features not covered by the standard modules send document from template generate a document using a boldsign template and send it out to recipients for their signatures watch completed documents triggers when all designated signers have finished signing the document, indicating its completion watch declined documents triggers when a document is rejected or not approved, letting you know as soon as a document has been declined watch document sent triggers when a document is successfully sent, allowing you to automatically start workflows whenever a document is dispatched to a recipient templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} boldsign resources you can have access to more resources related to this app on the following links https //community make com/search?q=boldsign boldsign com https //support boldsign com/ https //developers boldsign com/api overview/getting started/?region=us https //www make com/en/integrations/boldsign community