Create Copilot task for new BoldSign document
BoldSign + Copilot Integration
BoldSign + Copilot Integration
Connect BoldSign to Copilot in 1 click
Free forever.Use premium features free for 14 days.1.
Draft document is created in BoldSign Instant- Document is completed in BoldSign Instant
- Document is signed in BoldSign Instant
- Document is declined in BoldSign Instant
- Sender identity is created in BoldSign Instant
- Document is viewed in BoldSign Instant
- Sender identity is revoked in BoldSign Instant
- Sender identity is verified in BoldSign Instant
- Sender identity is deleted in BoldSign Instant
- Sender identity is updated in BoldSign Instant
- Sender identity is denied in BoldSign Instant
- Document is edited in BoldSign Instant
- Document is sent in BoldSign Instant
- Template send is failed in BoldSign Instant
- Document authentication is failed in BoldSign Instant
- Document is reassigned in BoldSign Instant
- Document template is created in BoldSign Instant
- Template draft is created in BoldSign Instant
- Document is revoked in BoldSign Instant
- Reminder is sent in BoldSign Instant
Payment is succeed in Copilot Instant- Client is created in Copilot Instant
- Client is updated in Copilot Instant
- Client is deleted in Copilot Instant
- Client is activated in Copilot Instant
- Client custom Field is updated in Copilot Instant
- Company is created in Copilot Instant
- Company is updated in Copilot Instant
- Company is deleted in Copilot Instant
- Contract is requested in Copilot Instant
- Contract is signed in Copilot Instant
- File is created in Copilot Instant
- File is updated in Copilot Instant
- File is deleted in Copilot Instant
- Folder is created in Copilot Instant
- Folder is updated in Copilot Instant
- Folder is deleted in Copilot Instant
- Form response is completed in Copilot Instant
- Internal user is created in Copilot Instant
- Internal user is deleted in Copilot Instant
- Invoice is created in Copilot Instant
- Invoice is updated in Copilot Instant
- Invoice is deleted in Copilot Instant
- Invoice is sent in Copilot Instant
- Invoice is paid in Copilot Instant
- Invoice is voided in Copilot Instant
- Message channel is created in Copilot Instant
- Message is sent in Copilot Instant
- Note is created in Copilot Instant
- Note is updated in Copilot Instant
- Note is deleted in Copilot Instant
- Notification is created in Copilot Instant
- Price is created in Copilot Instant
- Product is created in Copilot Instant
- Product is updated in Copilot Instant
- Task is created in Copilot Instant
- Task is updated in Copilot Instant
- Task is archived in Copilot Instant
- Task is deleted in Copilot Instant
- Task is completed in Copilot Instant
- Payment is failed in Copilot Instant
- Link is created in Copilot Instant
- Link is updated in Copilot Instant
- Link is deleted in Copilot Instant
- Subscription is created in Copilot Instant
- Subscription is canceled in Copilot Instant
2.
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BoldSign
BoldSign is an intuitive, secure e‑signature platform offering legally binding signatures, audit trails, branding, bulk sends, ID verification, mobile-friendly workflows, and scalable API integrations
Copilot
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
