Integrations / Signatures
Connect Boldsign to WhatsApp: documents by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Boldsign once, then ask Flann to look things up in it or get work done in it, by text or voice note. Think of Flann as the assistant who knows where everything in Boldsign is filed. You ask on WhatsApp, by text or voice note, and it searches, opens and reads.
14 actions in Boldsign. 6 only look things up, and 8 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Boldsign
Send any of these on WhatsApp, in your own words. Flann finds the right Boldsign action and fills in the details from the conversation.
“Show me my documents in Boldsign.”
“Show me my team documents in Boldsign.”
“Show me my behalf documents in Boldsign.”
“Upload a file in Boldsign.”
“Edit the document in Boldsign.”
“Remove the document authentication in Boldsign.”
What Flann can work with in Boldsign
Boldsign gives Flann 14 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Documents | updatelook upsend | 4 |
| Brands | look up | 2 |
There are three ways to get documents work done in Boldsign. Side by side:
| Compare | In Boldsign yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on BoldsignYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about documents | Filters and searches you run yourself | Only the look-ups someone built | 6 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 8 changes, made from a message |
| Boldsign records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Boldsign |
YesPartlyNo
Step by step: Boldsign jobs you can hand to Flann
Each step below names the Boldsign action Flann actually runs.
Find a document and send it
- You message Flann on WhatsApp: “Find the document we talked about in Boldsign and send it.”
- Flann runs
List Documentsin Boldsign and shows you what it found. - Flann runs
Send Documentin Boldsign. - It confirms in the chat once it is sent.
Get answers about your brands
- You message Flann on WhatsApp: “What is the latest on our brands in Boldsign?”
- Flann runs
List BrandsandGet Brand Detailsin Boldsign and shows you what it found. - Nothing in Boldsign is changed: these are look-ups, so they run straight away.
Check your behalf documents from WhatsApp
- You message Flann on WhatsApp: “Show me where our behalf documents in Boldsign stand.”
- Flann runs
List Behalf Documentsin Boldsign and shows you what it found. - Nothing in Boldsign is changed: these are look-ups, so they run straight away.
Repetitive Boldsign work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging the day’s takings
Today
At closing you are meant to add takings, card totals and petty cash to a spreadsheet in Boldsign. Tired, you skip it, and the gaps show up at month end.
With Flann
“Here’s the till slip. Add today’s totals to the takings sheet in Boldsign.”
Cash, card and refund totals are read off the slip and matched to the columns already in your takings sheet in Boldsign.
What you stop doing: Typing up the till slip after a long shift is off your list.
Filing the stray uploads
Today
Scans, photos and attachments land wherever they happened to be saved. Once a month you try to sort the mess in Boldsign and never quite finish.
With Flann
“Tidy this month’s uploads in Boldsign into the right client folders.”
Each new file in Boldsign is matched to the client or supplier it belongs to, and the ones called scan or untitled get a proposed name that says what they are. The whole plan arrives as one card you can edit.
What you stop doing: Sorting stray uploads once a month falls away.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Boldsign
- Search for Boldsign in Flann’s Connectors.
- Sign in to your Boldsign account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the Boldsign action and fills in the details.
Look-ups run as soon as you ask and change nothing in Boldsign. You can disconnect Boldsign from Connectors at any time.
Ways to use Boldsign with Flann
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Boldsign for you to check.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches Boldsign and brings it into the chat.
Keep things in order
Tell Flann where something belongs.
Everything Flann can do in Boldsign
The full list of Boldsign actions available to Flann once you connect it.
Looks up 6
- Get API Credits Count
- Get Brand Details
- List Behalf Documents
- List Brands
- List Documents
- List Team Documents
Changes 8
- Create Custom Field
- Create Embedded Request Link
- Edit Custom Field
- Edit Document (Beta)
- Extend Document Expiry
- Remove Document Authentication
- Send Document
- Upload File (Helper)
More Signatures apps Flann works with
Google Slides
NotionCommon questions
What can Flann do with documents in Boldsign?
Flann can update, look up and send documents in Boldsign, using 4 actions (Edit Document (Beta), List Documents, Send Document, List Team Documents). Looking up runs straight away and changes nothing. The other actions create or change documents in Boldsign.
What can Flann do with brands in Boldsign?
Flann can look up brands in Boldsign, using 2 actions (Get Brand Details, List Brands). All of them only look things up, so they run straight away.
How does Flann connect to Boldsign?
Open Connectors in Flann, choose Boldsign and sign in to your Boldsign account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 14 actions in Boldsign.
Can I use Boldsign from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Boldsign for you. You do not need to open Boldsign.
Is Boldsign included in my Flann plan?
Yes. Every Flann plan includes every app, Boldsign included.