BoldSign
by Syncfusion
Electronic signature application and API from Syncfusion.
- Category
- Productivity & Collaboration
- Type
- E-signature
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
02Data
What you can sync.
- Documents
- Templates
- Senders
- Contacts
- Teams
Track BoldSign documents next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other BoldSign data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
BoldSign uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Syncfusion if you need help.
04How it works
How it works in DataMind.
-
Pick BoldSign.
Open Lake, pick BoldSign in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the BoldSign API docs.
-
Answer a few questions.
The AI reads the BoldSign documentation, then asks which credentials you will use, which data to sync (for example documents and templates), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then BoldSign data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
