Docusign
Electronic signature and digital transaction management API for sending, signing, and managing documents.
Three ways to use Docusign
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 Docusign.
Add Multiple Documents
Adds or replaces multiple documents in an envelope using base64-encoded content.
Add Multiple Template Documents
Adds or replaces multiple documents in a template using base64-encoded content.
Add or Replace Document
Adds or replaces a single document in a draft or in-process envelope using raw document bytes.
Add or Replace Template Document
Adds or replaces a single document in a template using raw document bytes.
Add Recipients
Adds one or more recipients to an envelope.
Add Template Recipients
Adds one or more recipient roles to a template.
Supported triggers
Start a workflow when something happens in Docusign.
Envelope Sent in Docusign
Triggers when an envelope reaches "sent" status
Envelope Completed in Docusign
Triggers when an envelope reaches "completed" status
Envelope Declined in Docusign
Triggers when an envelope reaches "declined" status
Envelope Voided in Docusign
Triggers when an envelope reaches "voided" status
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.
Get started automating Docusign
Ready-to-use workflows
Prompts using Docusign
Auto-send Bullhorn offer letters through Docusign each morning
Every weekday at 7am, turn every newly verbal-accepted placement in Bullhorn into a sent Docusign offer letter, with a Slack ping for the recruiter.
Advance Follow Up Boss deals when DocuSign envelopes close
When a contract or closing doc is signed in DocuSign, automatically move the matching Follow Up Boss deal forward and post the win in Slack.
Automate new customer onboarding after a closed deal
When a HubSpot deal closes won, set up the Stripe customer, update your billing trackers, and walk the customer through payment to production access.
+2Route signed DocuSign contracts to HubSpot and Tabs
When a contract is signed in DocuSign, attach the PDF to the matching HubSpot deal, push it into Tabs for invoicing, and post a confirmation in Slack.
Close Won in HubSpot when a Docusign contract is signed
When an envelope completes, mark the matching HubSpot deal Closed Won, file the signed PDF in Google Drive, and post the win in Slack.
Auto-archive signed Docusign contracts to Google Drive
Every time a Docusign envelope is completed, file the signed PDF in Google Drive by counterparty and log a row in a Google Sheet.
Daily nudge for stalled Docusign envelopes
Every weekday at 9am ET, find Docusign envelopes that have gone quiet and send each deal owner a Slack digest with ready-to-send follow-up notes.
Auto-send Docusign offer letters from Ashby
When recruiting creates an offer in Ashby, prefill and send the right Docusign offer letter, then post a recap in Slack so the team can track signing.
