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. |
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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 BoldSign 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, create your account on BoldSign.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect BoldSign and Make
To get started, you must first create a connection between BoldSign and Make, 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 Make
Log in in your Make account, add the BoldSign module to your scenario, 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 Connect an applicationConnect an application. page.
BoldSign modules
After connecting to the BoldSign app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
BoldSign resources
You can have access to more resources related to this app on the following links :