Send agreement envelopes upon document approval
When a record status changes to ready in SmartSuite, automatically send an envelope for signature in BoloForms to expedite approvals.
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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.
BoloForms Explore BoloForms →
TriggersFires when a document is sent for signature in BoloForms.
Fires when all parties have signed a document in BoloForms.
Fires when a signer declines to sign in BoloForms.
Fires when a pending envelope in BoloForms is voided.
Sends a document out for signature via BoloForms.
Voids a pending envelope in BoloForms.
Checks a document's signing status in BoloForms.
Creates a reusable signing template in BoloForms.
SmartSuite Explore SmartSuite →
TriggersFires when a new page or doc is created in SmartSuite.
Fires when a new record is added to a database or table in SmartSuite.
Fires when a doc in SmartSuite is published or shared.
Fires when a status field changes on a record in SmartSuite.
Starts a new page in SmartSuite from a saved template.
Creates or updates a record in SmartSuite.
Adds text to the end of an existing doc in SmartSuite.
Moves a page in SmartSuite into a different space.
More BoloForms + SmartSuite workflows
Update contract records when documents are signed
When an envelope is signed in BoloForms, automatically update the matching record status in SmartSuite to reflect completed signing.
See details
Append decline notices to review documentation
When an envelope is declined in BoloForms, automatically append text to the internal tracking document in SmartSuite to highlight required revisions.
See details
See all BoloForms + SmartSuite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send agreement envelopes upon document approval” between BoloForms and SmartSuite?
Yes — describe it in the box above and Knit's Integrations Agent researches BoloForms and SmartSuite'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 SmartSuite can automatically send an e-sign envelope via BoloForms.
How can we track signed contract statuses inside our document databases?
When an envelope is signed in BoloForms, you can automatically update a record status or append completion notes in SmartSuite.