BoldSign ACTION
Send Document Using Template
Send documents for e-signature using a BoldSign template. See the documentation
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's BoldSign account once, then configure and run Send Document Using Template from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "boldsign-send-document-template",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
boldsign: { authProvisionId: "apn_xxxxxxx" },
templateId: "Template ID",
title: "Title",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "boldsign-send-document-template",
"configured_props": {
"boldsign": { "authProvisionId": "apn_xxxxxxx" },
"templateId": "Template ID",
"title": "Title"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "boldsign",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "boldsign-send-document-template",
arguments: {
templateId: "Template ID",
title: "Title",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
templateId Template ID | string | The ID of the BoldSign template to use. Required Dynamic |
title Title | string | The title of the document. Optional |
message Message | string | A message to include with the document. Optional |
roles Roles | string[] | A role is simply a placeholder for a real person. For example, if we have a purchase order that will always be signed by two people, one from the company and one from the customer, we can create a template with two roles Customer and Representative. Example: [{"roleIndex": 50,"signerName": "Richard","signerOrder": 1,"signerEmail": "richard@cubeflakes.com","privateMessage": "Please check and sign the document.","authenticationCode": "281028","enableEmailOTP": false,"signerType": "Signer","signerRole": "Manager","formFields": [{"id": "SignField","fieldType": "Signature","pageNumber": 1,"bounds": {"x": 100,"y": 100,"width": 100,"height": 50},"isRequired": true}]. Required |
brandId Brand ID | string | The brand ID for customizing the document. Optional Dynamic |
labels Labels | string[] | Labels for categorizing documents. Optional |
disableEmails Disable Emails | boolean | Disable sending emails to recipients. Optional |
disableSMS Disable SMS | boolean | Disable sending SMS to recipients. Optional |
hideDocumentId Hide Document ID | boolean | Decides whether the document ID should be hidden or not. Optional |
enableAutoReminder Enable Auto Reminder | boolean | Enable automatic reminders. Optional |
reminderDays Reminder Days | integer | Number of days between reminders. Optional |
reminderCount Reminder Count | integer | Number of reminder attempts. Optional |
cc CC | string[] | A list of CC recipients for the document. Optional Dynamic |
expiryDays Expiry Days | integer | Number of days before document expires. Optional |
enablePrintAndSign Enable Print and Sign | boolean | Allow signers to print and sign document. Optional |
enableReassign Enable Reassign | boolean | Allow signers to reassign the document. Optional |
enableSigningOrder Enable Signing Order | boolean | Enable signing order for the document. Optional |
disableExpiryAlert Disable Expiry Alert | boolean | Disable alerts before document expiry. Optional |
documentInfo Document Info | string[] | Custom information fields for the document. See the documentation for further information. Optional |
roleRemovalIndices Role Removal Indices | integer[] | Removes the roles present in the template with their indices given in this property. Optional |
documentDownloadOption Document Download Option | string | Option for document download configuration. Optional |
formGroups Form Groups | string[] | Manages the rules and configuration of grouped form fields. See the documentation for further information. Optional |
files File Paths or URLs | string[] | The files to upload. For each entry, provide either a file URL or path to a file in the /tmp directory (for example, /tmp/myFile.txt) Optional |
fileUrls File URLs | string[] | URLs of files to include in the document. Optional |
recipientNotificationSettings Recipient Notification Settings | object | Settings for recipient notifications. See the documentation for further information. Optional |
removeFormfields Remove Formfields | string[] | The removeFormFields property in API allows you to exclude specific form fields from a document before sending it. You provide a string array with the IDs of the existing form fields you want to remove. One or more values can be specified. Optional |
enableAuditTrailLocalization Enable Audit Trail Localization | boolean | Enable localization for audit trail based on the signer's language. If null is provided, the value will be inherited from the Business Profile settings. Only one additional language can be specified in the signer's languages besides English. Optional |
syncDir SyncDir | dir | Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- boldsign-send-document-template
- Version
- 0.1.3
- App
- BoldSign
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗