Connect Boldsign with Hookshot™ and your stack

BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows

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Tools and triggers

What Agents can do in Boldsign

Available tools and events after Boldsign is connected.

  • 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.

  • 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.

  • Edit Custom Field

    Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

  • Edit Document (Beta)

    Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

  • Extend Document Expiry

    Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

  • Get API Credits Count

    Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

  • Get Brand Details

    Tool to get brand details by brand ID. Use after obtaining the brand identifier.

  • 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.

  • List Brands

    Tool to list all brands in the account. Use after confirming account is authenticated.

  • List Documents

    Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

  • List Team Documents

    Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

  • 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.

  • Send Document

    Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

  • 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).

Setup

Connect Boldsign in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.