# BoldSign AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to BoldSign and helps you send documents for signature and track contracts, running 5 BoldSign actions for you like List CC Options, List Sent By Options, and List Brand ID Options. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in BoldSign and reports back. Viktor connects in one click via OAuth. - Tool: BoldSign - Category: Productivity - Connection: One-click OAuth - Actions available: 5 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/boldsign ## What can you ask Viktor to do in BoldSign? - "Send this agreement out for signature in BoldSign and notify me when it's signed." - "Check BoldSign for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in BoldSign renewing in the next 30 days and list them." - "Watch BoldSign for a signed document and post it to the deal channel." ## What can Viktor do in BoldSign? (5 actions) - **List Template ID Options** - Retrieves available options for the Template ID field. - **List Sent By Options** - Retrieves available options for the Sent By field. - **List CC Options** - Retrieves available options for the CC field. - **List Brand ID Options** - Retrieves available options for the Brand ID field. - **Send Document Using Template** - Send documents for e-signature using a BoldSign template. ## How does Viktor work with BoldSign? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect BoldSign with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the BoldSign actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a BoldSign AI agent? A BoldSign AI agent is an AI that connects to your BoldSign account and completes work in it - it doesn't just answer questions about BoldSign, it takes the actions. Viktor is that agent: an AI employee that works in BoldSign on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right BoldSign actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About BoldSign Electronic Signature Software & API ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive BoldSign actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with BoldSign? Yes. BoldSign is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in BoldSign from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect BoldSign to Viktor? Ask Viktor in Slack or Microsoft Teams to connect BoldSign, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in BoldSign? Viktor can run 5 BoldSign actions, including List CC Options, List Sent By Options, and List Brand ID Options - and chain them with other tools in a single request. In practice that means Viktor helps you send documents for signature and track contracts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate BoldSign? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which BoldSign actions to take, runs them, and reports back. ### Is my BoldSign data secure with Viktor? Yes. Viktor connects to BoldSign in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the BoldSign integration cost? Nothing extra - every integration, including BoldSign, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use BoldSign together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from BoldSign, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses BoldSign together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.