--- title: BoloSign API Integration on Truto slug: bolosign category: E-Signature canonical: "https://truto.one/integrations/detail/bolosign/" --- # BoloSign API Integration on Truto **Category:** E-Signature **Status:** Generally available ## MCP-ready AI tools Truto exposes 4 tools for BoloSign that AI agents can call directly. - **list_all_bolo_sign_get_documents** — List BoloSign signature documents with optional filtering by search query, date range, document ID, and sort order. Returns: documentId, name, createdAt, status, documentName, documentUrl, authorEmail, finishedPdfUrl, isSigningOrder, signers. Optional filters: query, sortOrder, sortBy, documentId, dateFrom, dateTo, filter. - **create_a_bolo_sign_pdf_template_lambda** — Send a BoloSign PDF or form template for signing with custom variables and receiver information. Returns: documentId, documentName, documentUrl, authorEmail, signers. The PDF_TEMPLATE variant also supports optional customVariables, mailData, and pdfData. - **list_all_bolo_sign_get_template_respondents** — List template respondents in BoloSign, or retrieve a specific respondent by providing respondentDocumentId. Returns: documentId, documentName, documentUrl, authorEmail, finishedPdfUrl, isSigningOrder, signers. - **list_all_bolo_sign_get_form_responses** — List BoloSign form responses with optional filtering and pagination. Returns: formResponseId, formId, formTitle, finishedPdfUrl, respondentEmail, response. ## How it works 1. **Link your customer's BoloSign account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach BoloSign.** The Proxy API is a 1-to-1 mapping of the BoloSign API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Automate offer letter generation in ATS platforms** — Applicant Tracking Systems can let recruiters trigger BoloSign templates directly from a candidate record, injecting name, salary, and start date without leaving the ATS. Signed offer letters flow back automatically to close the loop on hiring workflows. - **Embed contract dispatch inside CRM and CPQ tools** — Sales platforms can turn a closed-won deal into a signature-ready contract by populating BoloSign PDF templates with deal data. This eliminates copy-paste between the CRM and a separate e-signature tool. - **Sync signed documents into HRIS and vendor management systems** — HR and procurement platforms can pull finalized PDFs and signer metadata from BoloSign to keep employee files and vendor records complete. This gives compliance teams a single source of truth without manual uploads. - **Capture structured form data for onboarding and intake flows** — Healthcare, education, and financial platforms can extract structured form responses from BoloSign to auto-populate their own databases. Users fill out one form and downstream systems update automatically. - **Power vendor and partner onboarding for marketplaces** — B2B marketplaces can dispatch NDAs and vendor agreements at scale, then track respondent status to gate platform access until signatures are complete. This automates the compliance layer of vendor activation. ## What you can build - **Template-based contract dispatch** — Let users select a saved BoloSign template from your UI and send it with pre-filled custom variables and signer emails in one action. - **Document status dashboard** — Surface a real-time view of every document sent through BoloSign — Sent, Viewed, Signed, or Voided — mapped to your own records like deals, candidates, or work orders. - **Signed PDF auto-archival** — Automatically fetch the finished PDF URL once a document is signed and route it to your storage layer or attach it to the originating record in your app. - **Structured form response ingestion** — Pull typed field data from BoloSign form responses to update customer records, trigger downstream automations, or feed reporting pipelines. - **Respondent tracking and reminders** — Show which signers on a multi-party template have completed their action and which are pending, enabling in-app nudges or gated workflows. - **Bulk contract send for high-volume workflows** — Loop through a list of recipients in your app and dispatch personalized contracts from a single BoloSign template — ideal for mass onboarding or policy updates. ## FAQs ### How do end users connect their BoloSign account? Truto handles the credential capture and storage flow for BoloSign on your behalf, so your users authenticate once and your product gets a normalized connection to call the underlying endpoints. You don't need to build or maintain the auth handshake yourself. ### Which BoloSign operations are available through Truto today? The BoloSign integration currently exposes four tools: listing documents, creating a PDF template dispatch, listing template respondents, and listing form responses. These cover the core send, track, and retrieve workflows most SaaS integrations need. ### Can I inject dynamic data like customer names or pricing into a template? Yes. The create PDF template tool accepts custom variables that map to placeholders in the BoloSign template, along with signer email assignments, so you can generate personalized contracts from records in your app. ### How do I keep document status in sync with my application? The list documents tool returns current status and metadata, so you can poll on a schedule that matches your freshness requirements and update deal stages, candidate pipelines, or work orders accordingly. ### Can I retrieve the completed signed PDF? Yes. Once a document is signed, the list documents response includes the finished PDF URL, which you can download and store in your own system for record-keeping and audit purposes. ### Does the integration support extracting form field data, not just the signed PDF? Yes. The list form responses tool returns the structured data that respondents entered into form fields, so you can push that data directly into your database instead of parsing PDFs. ### What if I need a BoloSign capability that isn't in the current tool list? Truto builds additional endpoints on request. If your workflow requires operations beyond the four available tools, reach out and the integration surface can be extended to cover them. ## Related reading - [Connect BoloSign to Claude: Automate Templates and Form Responses](https://truto.one/blog/connect-bolosign-to-claude-automate-templates-and-form-responses/) — Learn how to connect BoloSign to Claude using a managed MCP server. Automate e-signatures, form responses, and template dispatching without custom code. - [Connect BoloSign to ChatGPT: Manage Signature Workflows and Status](https://truto.one/blog/connect-bolosign-to-chatgpt-manage-signature-workflows-and-status/) — Learn how to connect BoloSign to ChatGPT using a managed MCP server. Automate e-signature workflows, PDF templates, and track respondent status natively. - [Connect BoloSign to AI Agents: Orchestrate Signing and Respondents](https://truto.one/blog/connect-bolosign-to-ai-agents-orchestrate-signing-and-respondents/) — Learn how to connect BoloSign to AI agents using Truto's /tools endpoint. Fetch deterministic tools, bind them to LLMs, and automate complex e-signature workflows safely.