DocuSeal

DocuSeal

Create document templates, send eSignature requests, and retrieve signed documents.

API Key23 tools3 triggers
Connect DocuSeal

Three ways to use DocuSeal

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 DocuSeal.

Archive Submission

Archive a submission. Reverse with the update-submission endpoint using archived false.

Tool

Archive Template

Archive a document template. Reverse with the update-template endpoint using archived false.

Tool

Clone Template

Clone an existing document template into a new template, optionally into a different folder.

Tool

Create Submission

Create a signature request from an existing template and send it to the specified submitters.

Tool

Create Submission from DOCX

Create a one-off signature request from a DOCX file with dynamic content variables.

Tool

Create Submission from HTML

Create a one-off signature request from HTML content rendered as a fillable, signable form.

Tool

Supported triggers

Start a workflow when something happens in DocuSeal.

Submission Created in DocuSeal

Triggers when a new signature request (submission) is created in DocuSeal

Trigger

Submission Completed in DocuSeal

Triggers when every submitter has signed and a DocuSeal submission is completed

Trigger

Submitter Completed in DocuSeal

Triggers each time an individual submitter finishes signing their part of a DocuSeal submission

Trigger

Get started automating DocuSeal

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.