BoldSign AidaForm

Send signature requests upon form completion

When a user completes an intake or agreement form in AidaForm, automatically generate and send an envelope for signature using BoldSign.

Try:

See all BoldSign + AidaForm 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.

AidaForm Explore AidaForm →

Triggers
New form response

Fires when a form is submitted in AidaForm.

Survey completed

Fires when a respondent finishes a survey in AidaForm.

Response updated

Fires when an existing response is edited in AidaForm.

Actions
Create or update form

Creates or updates a form or survey in AidaForm.

Retrieve a response

Looks up a specific form response in AidaForm.

Add a respondent

Adds a respondent or contact to a form in AidaForm.

Mark respondent status as completed when documents are signed When an envelope is fully signed in BoldSign, automatically update the matching respondent profile in AidaForm to reflect completed compliance. See details
Update survey records when a document signature is declined If a client declines to sign an envelope in BoldSign, automatically update their survey record in AidaForm so team members can address objections. See details

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

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FAQ

Common questions

Can Knit build “Send signature requests upon form completion” between BoldSign and AidaForm?

Yes — describe it in the box above and Knit's Integrations Agent researches BoldSign and AidaForm'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.

How does connecting BoldSign to AidaForm speed up document collection?

When prospective clients or recruits complete an intake form in AidaForm, you can automatically send them a personalized signature envelope through BoldSign.

Can document signing events update my survey records?

Yes, once an envelope is completed, voided, or declined in BoldSign, the corresponding respondent record in AidaForm can be updated automatically.

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