BoloForms

eSignature visibility through conversation

Legal and operations teams waste time logging into dashboards to check document status. Your AI agent retrieves document lists from BoloForms and reports which contracts are pending, signed, or awaiting action. Signature tracking happens through Slack.

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Chosen by 800+ global brands across industries

Document status at your fingertips

Your AI agent connects to BoloForms' API to retrieve document information and provide visibility into your eSignature workflows.

List All Documents

Checking document inventory. Your AI agent retrieves the complete list of documents from your BoloForms account via the Get Documents List endpoint.

Track Document Status

Monitoring signatures. Your agent reports which documents are pending, signed, or awaiting action from the BoloForms document list.

Search Documents

Finding specific contracts. Your agent filters through BoloForms documents to locate what you need by name or metadata.

Team Document Overview

Managing team workflows. Your agent provides visibility into documents across your BoloForms organization for managers.

Recent Activity Check

Staying current. Your agent retrieves recently created or modified documents from BoloForms for quick status updates.

Document Counts

Quick metrics. Your agent summarizes how many documents exist in various states across your BoloForms account.

BoloForms

Use Cases

eSignature workflow visibility

See how teams use AI agents to monitor document status, track pending signatures, and maintain eSignature oversight.

Contract Status Check for Sales Pipeline

A sales manager needs to know which contracts are pending before the weekly forecast meeting. They ask the AI Agent for unsigned documents from this month. The agent retrieves the BoloForms document list via the Get Documents List API and filters by status. The manager sees exactly which deals need signature follow-up.

Daily Document Report for Operations

An operations lead needs a morning briefing on document activity across the team. They message the AI Agent for a document summary. The agent lists recent BoloForms documents with their current status and timestamps. The team starts the day with full visibility into what needs attention.

Client Agreement Lookup for Account Management

An account manager needs to find a specific client's agreement before a renewal call. They ask the AI Agent to locate documents containing the client name. The agent searches the BoloForms document list and returns matching documents with status. The manager finds the agreement without navigating multiple dashboards.

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BoloForms

BoloForms

FAQs

Frequently Asked Questions

How does the AI agent retrieve documents from BoloForms?

The agent calls BoloForms' Get Documents List API endpoint with your credentials. It returns all documents associated with your account including names, status, and metadata. The agent can then filter or search the results based on your query.

Can the agent create or send documents for signature?

Currently, the integration focuses on document retrieval and status monitoring. Document creation and sending happen in BoloForms directly or via their Zapier integration. The agent provides read-only visibility into your document status.

What BoloForms credentials does Tars need?

Tars requires your BoloForms API key generated from your account settings. The API key authenticates requests to retrieve document lists. We recommend creating a dedicated API key for the integration.

Does Tars store BoloForms document content?

No. Tars retrieves document metadata from BoloForms' API in real-time. Document names, status, and timestamps are fetched live. Your actual signed documents and their contents remain exclusively in BoloForms.

Is BoloForms' eSignature legally compliant?

Yes. BoloForms is E-SIGN, UETA, and HIPAA compliant with SOC 2 certification. Documents signed through BoloForms maintain full legal validity. The Tars integration inherits these compliance standards for retrieval operations.

How is this different from BoloForms' native notifications?

BoloForms notifications alert you when specific events occur. Tars enables on-demand document queries like 'Show me all pending contracts' or 'Find agreements for Acme Corp' from Slack without waiting for notifications.

Can multiple team members use this integration?

Yes. Deploy the AI agent to your team Slack channel, and anyone can query BoloForms document status. Access follows your BoloForms account permissions based on the configured API key.

What document metadata can I retrieve?

The agent retrieves document names, signature status, creation dates, and associated metadata from BoloForms. You can filter by status, search by name, or request summaries of document counts.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Real results, real customers, real stories

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“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager
“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

GDPR
ISO
SOC 2
HIPAA

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Get in touch

Email - sales@hellotars.com

Get in touch.

Email - sales@hellotars.com

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