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How to get started with BoldSign on Zapier

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Connect to BoldSign on Zapier

BoldSign uses OAuth to authenticate your account on Zapier.

About BoldSign's app

Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only  
Is a paid BoldSign plan required? Yes
  • A paid account is required only for certain features:
    • Triggers: Available on all plans.
    • Send Document from Template action:
      • Sandbox: Available on the free plan.
      • Live: Requires a paid API plan.
  • View BoldSign's plans.
Are any special account permissions required? Yes
  • Only Admins and Team Admins can use BoldSign triggers in Zapier.
  • Members who try to access them will see a '403 Forbidden' error.
Are there usage limits? Yes
  • There are usage limits for sending documents through Zapier:
    • Live: 2000 requests per hour per account.
    • Sandbox: 50 requests per hour per account.
  • Exceeding these limits will result in a 429 "Too Many Requests" error.
  • Learn more about BoldSign's usage limits.
Are there pagination limits? No  
Do trigger samples use real data from your account or generic data? Real trigger samples  
Are custom fields supported? No  
Do update actions overwrite or append to existing data? Not applicable  
Is there any additional info? Yes
  • If you attempt to send a document without a paid API plan, you may receive a "403 Forbidden" error, which indicates insufficient permissions for the operation.
  • Find additional info about using BoldSign in Zapier.
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