ceven

Boldsign

Sends documents for signature, tracks signing progress in real time, and archives completed agreements directly into your storage systems.

Try Boldsign in Ceven

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Why use Ceven?

  1. AI native Boldsign integration

    • Describe the outcome and Ceven picks the right Boldsign calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Boldsign data, across all 14 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Boldsign access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Boldsign, when, and on whose behalf.
    • The agent pauses and asks when Boldsign is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Boldsign.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Boldsign action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Boldsign, and when to use it.

Send document
Use this to send a new document for signature to one or more recipients with defined signing orders.
Get document status
Pull the current state of a document to see if it is sent, viewed, signed, or declined.
Cancel document
Void a pending signature request when a deal falls through or a document contains an error.
Download signed PDF
Retrieve the final executed version of the document once all parties have signed.
Create template
Define a reusable document structure with placeholders for recipients and signature fields.
Send from template
Trigger a signature request using a pre defined template and inject specific recipient data.
List documents
Pull a list of all documents filtered by date, status, or recipient email.
Get document details
Retrieve metadata for a specific document including the audit trail and field values.
Search documents
Query for specific agreements using keywords or recipient names.
Add reminder
Schedule a follow up notification for recipients who have not yet signed.
Delete document
Permanently remove a document record from the account.
Update recipient
Change the email address or name of a signer on a pending document.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your BoldSign account. When you initiate the connection, you are redirected to the BoldSign authorization page where you grant specific permissions to the Ceven agent. BoldSign then provides a secure token that Ceven uses to make API calls on your behalf. We do not store your password. You can manage or revoke this access at any time through your BoldSign account settings. This ensures that the agent only accesses the documents and templates you have explicitly authorized, maintaining a strict security boundary between your account and the workflow engine.
Yes. The BoldSign API provides granular event tracking. Ceven can poll the document status or listen for webhooks to identify exactly when a recipient opens the document. You can build a workflow that triggers a specific action, such as a Slack notification to a sales rep, the moment a high value client views a contract. This allows for a well timed follow up call while the document is fresh in the client's mind, rather than waiting for the signature to either happen or time out.
When a recipient selects the decline option in BoldSign, the document status updates to declined. Ceven detects this state change and can trigger a recovery workflow. For example, the agent can notify the account manager, create a task in your project management tool to resolve the objection, or automatically send a revised version of the document if the decline reason matches a known set of editable terms. This prevents declined documents from disappearing into a void.
Yes. BoldSign imposes rate limits on its API that vary based on your specific subscription tier. If a Ceven workflow attempts to send hundreds of documents in a very short window, you may encounter 429 Too Many Requests errors. To handle this, Ceven implements an exponential backoff strategy, queuing the requests and retrying them automatically. However, for extremely high volume bursts, we recommend scheduling the sends over a longer period or upgrading your BoldSign plan to increase your API throughput limits.
Absolutely. The agent can pull any data point from your connected systems, such as a customer name, address, or contract value, and map it directly into the BoldSign document fields. This means you do not have to manually type information into the document. The agent treats the BoldSign template as a destination and fills in the blanks using the context gathered from your other SaaS tools, ensuring that every agreement is personalized and accurate without manual data entry.
Yes. When the agent uses the send document action, it can specify a signing order. This ensures that Recipient A must sign before Recipient B receives the notification. Ceven can monitor this sequence and provide updates at each stage. For instance, you can set up a workflow that notifies the legal team only after the client has signed, but before the CEO signs, allowing for a final check of the document state before the internal sign off.
While the signed PDF remains in BoldSign, Ceven can be configured to move that file automatically. Once the agent detects the signed status, it can download the PDF and upload it to a specific folder in Google Drive, Dropbox, or a proprietary data warehouse. You can also tell the agent to rename the file using a specific naming convention, such as combining the client name and the date, so your digital archives remain organized without any human intervention.
The agent can create templates using the BoldSign API, but for best results, we recommend creating your visual layouts in the BoldSign web interface first. This allows you to precisely place the signature and date fields. Once the template exists, the Ceven agent can use the template ID to send documents rapidly. While the agent can technically define a template, the point and click editor in BoldSign is the superior way to ensure the document looks professional and the fields are positioned correctly.

Alternatives to Boldsign

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

DocuSign logoDocuSignHelloSign logoHelloSignAdobe Sign logoAdobe SignPandaDoc logoPandaDoc

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