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
See where your Docusign signing process actually stalls
A dashboard that rebuilds the real timeline of every agreement so you can see which contracts, reps, and countersigners are slowing deals down.
Send a batch of Docusign envelopes from a Google Sheet
Pick a Docusign template, point at a spreadsheet, check every recipient before anything goes out, then send and track signatures from one screen.
Signature chase console for stalled Docusign envelopes
One screen showing every contract still waiting for signature, who is holding it up, whether they ever opened it, and what to do about it.
Send Workable offer letters for signature automatically
The moment a candidate reaches your offer stage in Workable, the offer letter goes out for signature, gets logged, and the recruiting team is notified.
Close won in Dynamics 365 and invoice when a contract is signed
When a contract is fully signed, we close the matching deal as won in Dynamics 365, raise the invoice, and announce the win in Microsoft Teams.
Turn every signed contract into a searchable renewal register
Every contract you sign gets read, logged, and dated automatically, so you always know the last day to give notice before it renews.
File signed Docusign documents into the right Clio matter
When an engagement letter or agreement is signed in Docusign, we file the executed PDF into the matching Clio matter, add a note that it was executed, and confirm in Slack.
Send Adyen payment links the moment a Docusign contract is signed
When an envelope is signed in Docusign, we generate an Adyen payment link for the contract amount and email it straight to your customer with Gmail.
