Docusign

Docusign

Electronic signature and digital transaction management API for sending, signing, and managing documents.

OAuth75 tools5 triggers
Connect Docusign

Three ways to use Docusign

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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 Docusign.

Add Multiple Documents

Adds or replaces multiple documents in an envelope using base64-encoded content.

Tool

Add Multiple Template Documents

Adds or replaces multiple documents in a template using base64-encoded content.

Tool

Add or Replace Document

Adds or replaces a single document in a draft or in-process envelope using raw document bytes.

Tool

Add or Replace Template Document

Adds or replaces a single document in a template using raw document bytes.

Tool

Add Recipients

Adds one or more recipients to an envelope.

Tool

Add Template Recipients

Adds one or more recipient roles to a template.

Tool

Supported triggers

Start a workflow when something happens in Docusign.

Envelope Sent in Docusign

Triggers when an envelope reaches "sent" status

Trigger

Envelope Completed in Docusign

Triggers when an envelope reaches "completed" status

Trigger

Envelope Declined in Docusign

Triggers when an envelope reaches "declined" status

Trigger

Envelope Voided in Docusign

Triggers when an envelope reaches "voided" status

Trigger

Envelope Status Changed in Docusign

Triggers when a Docusign envelope reaches a selected status. Use the pre-baked triggers (Sent, Completed, Declined, Voided) when you only need one status. This trigger is for multi-status or unusual statuses.

Trigger

Get started automating Docusign

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 your specialist 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.

Specialist templates

Specialists that work with Docusign

Browse all templates

Your Docusign workflows, on autopilot.

Connect Docusign and let AI agents handle the busywork.

Connect Docusign

Create an account to connect your tools.

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