Boloforms logo

Integrate Boloforms with your AI CRM

BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.

Explore Triggers and Actions

Get Documents List

Retrieves a list of documents from a BoloForms workspace. Returns document metadata including IDs, names, signing types, status, and timestamps. Optionally filter by workspace ID. Use this to enumerate all documents available for signing, tracking, or management operations.

ActionTry it

How the Boloforms integration works

The Boloforms integration connects your Dench AI CRM directly to Boloforms, so agents can read and act on your Boloforms data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

1 action is available for agents to invoke on your behalf. Every call runs through Boloforms's own authorization, scoped to the account you connect.

Set up Boloforms in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Boloforms and click Connect — you'll authorize access through Boloforms's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Boloforms in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Boloforms integration work with Dench?

The Dench Boloforms integration connects your AI CRM to Boloforms, so AI agents can work with your Boloforms 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 Boloforms via Dench?

The Boloforms integration currently exposes 1 action, including Get Documents List. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Boloforms to Dench?

No. You connect Boloforms from your Dench workspace using Boloforms's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Boloforms integration secure?

Connections are authorized through Boloforms's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Boloforms connection from your workspace settings at any time.