Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
ActionTry it
Integrate Boldsign
with your AI CRM
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Explore Triggers and Actions
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
ActionTry it
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
ActionTry it
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
ActionTry it
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
ActionTry it
Get API Credits Count
Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.
ActionTry it
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
ActionTry it
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
ActionTry it
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
ActionTry it
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
ActionTry it
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
ActionTry it
Remove Document Authentication
Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
ActionTry it
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
ActionTry it
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 in brand create).
ActionTry it
How the Boldsign integration works
The Boldsign integration connects your Dench AI CRM directly to Boldsign, so agents can read and act on your Boldsign data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
14 actions are available for agents to invoke on your behalf. Every call runs through Boldsign's own authorization, scoped to the account you connect.
Set up Boldsign in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Boldsign and click Connect — you'll authorize access through Boldsign's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Boldsign in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Boldsign integration work with Dench?
The Dench Boldsign integration connects your AI CRM to Boldsign, so AI agents can work with your Boldsign data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Boldsign via Dench?
The Boldsign integration currently exposes 14 actions, including Create Custom Field, Create Embedded Request Link, Edit Custom Field, Edit Document (Beta), Extend Document Expiry, and Get API Credits Count. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Boldsign to Dench?
No. You connect Boldsign from your Dench workspace using Boldsign's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Boldsign integration secure?
Connections are authorized through Boldsign's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Boldsign connection from your workspace settings at any time.