Boldsign

These are the Boldsign actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

• 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).