Documenso

Documenso

Open-source electronic signature API for sending documents for signature, placing signature fields, and retrieving signed PDFs and audit trails.

API Key37 tools2 triggers

Three ways to use Documenso

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Documenso.

Cancel Envelope

Cancel a distributed envelope so it can no longer be signed

Tool

Create Embedding Presign Token

Mint a short-lived token for embedded signing and authoring flows

Tool

Create Envelope

Create a document or template envelope with PDFs, recipients, and inline signature fields

Tool

Create Envelope Attachment

Attach a labelled link to an envelope

Tool

Create Envelope Fields

Add signature, text, date, or choice fields to an envelope

Tool

Create Envelope Items

Upload additional PDFs into an existing envelope

Tool

Supported triggers

Start a workflow when something happens in Documenso.

Envelope Created in Documenso

Triggers when a new document envelope is created in Documenso (including drafts)

Trigger

Envelope Completed in Documenso

Triggers when every recipient has signed and a Documenso envelope is completed

Trigger

Get started automating Documenso

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Documenso

Browse all

See why your agreements take so long to get signed

A dashboard that measures how many days your contracts really take to sign, ranks the counterparties who always need chasing, and explains every stall.

DocumensoSlack Bot

Send contracts and watch them close from one deal desk

See every closing deal beside its contract, let an assistant prepare the paperwork, and send it for signature only after you have checked the numbers.

DocumensoHubSpotSlack Bot

A contract register your legal and finance team can search

Every completed agreement in one filterable table, with effective dates, renewal windows, payment terms and liability caps pulled out of the signed PDFs.

DocumensoGoogle Sheets

Get every new hire's paperwork signed before day one

Every weekday we find who starts in the next two weeks, send only the documents they still need, and show People Ops exactly who to chase.

DocumensoBambooHRSlack Bot

Chase unsigned contracts and nudge stalled signers daily

Every weekday we find the contracts still waiting on a signature, resend the ones going stale, and post a prioritized chase list to Slack.

DocumensoGmailSlack Bot

Log signed Documenso contracts as closed won in HubSpot

When a contract is fully signed, we read the agreed terms, move the matching HubSpot deal to closed won, and post a deal desk summary to Slack.

DocumensoHubSpotSlack Bot

Auto-file completed Documenso contracts in Box and Sheets

When a contract finishes signing, the signed PDF and its certificate land in Box by quarter, your register updates and your ops channel hears about it.

DocumensoBoxGoogle SheetsSlack Bot

Catch contract auto-renewals before the notice deadline

Every month we read your signed contracts, find the ones about to auto-renew, and warn you before your window to renegotiate closes.

DocumensoGoogle CalendarGmailSlack Bot