BoloForms
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.
Your AI agent connects to BoloForms' API to retrieve document information and provide visibility into your eSignature workflows.
BoloForms
See how teams use AI agents to monitor document status, track pending signatures, and maintain eSignature oversight.
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.
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.
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.
BoloForms
FAQs
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.
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.
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.
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.
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.
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.
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.
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.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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