Boldsign in the conversation.
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.
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Ask for it in plain language. It does the Boldsign part.
Copilot rides inside the inbox. With Boldsign connected it works there from the same panel as the conversation — no second tab, no copying an order number across.
- List Brands
- Send Document
- List Documents
- Edit Custom Field
- Get Brand Details
- Create Custom Field
What a specific connection exposes is decided by Boldsign, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
Read Boldsign from inside a workflow.
Boldsign is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Boldsign and hand the answer to the steps that follow — a message, a CRM update, an escalation.
If Boldsign does publish events to your workspace, they appear in the trigger picker the moment the connection is made.
One step that decides which Boldsign tools to call.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
You declare the output
The rows you name become the variables downstream steps read, so a branch can test what Boldsign said.
You cap the effort
A step budget and a model tier per node — the loop stops where you told it to.
Only what you switched on
The loop can call the Boldsign tools you left enabled and nothing else.
Connect Boldsign in about a minute.
- 1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
- 2
Find Boldsign in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Boldsign from its card.
- 3
Authorize with your own Boldsign account
You sign in on Boldsign's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
- 4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
Boldsign questions.
How do I connect Boldsign to Cloodot?
What can Cloodot do in Boldsign?
Can I limit which Boldsign tools Cloodot may use?
Can a workflow use Boldsign without a trigger from it?
Who in my team can connect Boldsign?
Rarely just one app.
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Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.