BoldSign ApproveThis

Update contract records when documents are signed

When an envelope is signed in BoldSign, automatically update the matching record status in ApproveThis to reflect completed signing.

Try:

See all BoldSign + ApproveThis 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.

ApproveThis Explore ApproveThis →

Triggers
New page created

Fires when a new page or doc is created in ApproveThis.

Record added

Fires when a new record is added to a database or table in ApproveThis.

Doc published

Fires when a doc in ApproveThis is published or shared.

Status changed

Fires when a status field changes on a record in ApproveThis.

Actions
Create page from template

Starts a new page in ApproveThis from a saved template.

Add or update record

Creates or updates a record in ApproveThis.

Append text

Adds text to the end of an existing doc in ApproveThis.

Move page

Moves a page in ApproveThis into a different space.

Send agreement envelopes upon document approval When a record status changes to ready in ApproveThis, automatically send an envelope for signature in BoldSign to expedite approvals. See details
Append decline notices to review documentation When an envelope is declined in BoldSign, automatically append text to the internal tracking document in ApproveThis to highlight required revisions. See details

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

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FAQ

Common questions

Can Knit build “Update contract records when documents are signed” between BoldSign and ApproveThis?

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

Can approving a workspace document send a agreement for e-signature?

Yes, changing a document status to ready in ApproveThis can automatically send an e-sign envelope via BoldSign.

How can we track signed contract statuses inside our document databases?

When an envelope is signed in BoldSign, you can automatically update a record status or append completion notes in ApproveThis.

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