Move project tasks when envelopes are fully signed

When an envelope is signed in BoldSign, automatically move the corresponding project task in Aha! to the next stage.

Try:

See all BoldSign + Aha! integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

BoldSign Explore BoldSign →

Triggers

Envelope sent

Fires when a document is sent for signature in BoldSign.

Envelope signed

Fires when all parties have signed a document in BoldSign.

Envelope declined

Fires when a signer declines to sign in BoldSign.

Envelope voided

Fires when a pending envelope in BoldSign is voided.

Actions

Send envelope for signature

Sends a document out for signature via BoldSign.

Void envelope

Voids a pending envelope in BoldSign.

Get envelope status

Checks a document's signing status in BoldSign.

Create template

Creates a reusable signing template in BoldSign.

Aha! Explore Aha! →

Triggers

New task created

Fires when a new task or card is created in Aha!.

Task completed

Fires when a task in Aha! is marked complete.

Due date approaching

Fires when a task's due date in Aha! is coming up.

Comment added

Fires when a comment is added to a task in Aha!.

Actions

Create task

Creates a new task in Aha!.

Update task

Updates a task's status or assignee in Aha!.

Add comment

Posts a comment on a task in Aha!.

Move task

Moves a task in Aha! to a different board or list.

Send envelopes for signature upon task completion When a contract review task is completed in Aha!, automatically send an envelope for signature in BoldSign to the client. See details

Add task notes when document signature is declined When an envelope is declined in BoldSign, automatically add a comment to the task in Aha! so the team can follow up. See details

See all BoldSign + Aha! integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Move project tasks when envelopes are fully signed” between BoldSign and Aha!?

Yes — describe it in the box above and Knit's Integrations Agent researches BoldSign and Aha!'s public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate Aha! with BoldSign?

It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.

Can signature events automatically update project tasks?

Yes, when an envelope is signed or declined in BoldSign, you can automatically update task statuses or add explanatory comments in Aha!.