# Docusign integration

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

- Authentication: oauth2

## Tools (75)

- **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.
- **Add Users to Group**: Adds one or more users to a group.
- **Close Users**: Closes (deactivates) one or more user accounts.
- **Create Correct View**: Generates a URL to the correction view for modifying a sent envelope.
- **Create Edit View**: Generates a URL to an edit view for modifying a draft envelope in the Docusign UI.
- **Create Email Settings**: Sets email override settings (reply-to, BCC) for an envelope.
- **Create Envelope**: Creates and optionally sends an envelope with documents and recipients, either from inline content or a template.
- **Create Envelope Custom Fields**: Adds custom fields (metadata) to an envelope.
- **Create Groups**: Creates one or more new user groups in the account.
- **Create Lock**: Locks an envelope to prevent other users or apps from modifying it.
- **Create PowerForm**: Creates a new PowerForm based on an existing template.
- **Create Recipient (Embedded Signing) View**: Generates a URL for embedded signing that can be displayed in an iframe or redirected to.
- **Create Recipient Tabs**: Adds tabs (form fields like signature, text, date, checkbox) to a recipient on an envelope.
- **Create Sender View**: Generates a URL to the Docusign sender view for editing/sending a draft envelope.
- **Create Template**: Creates a new template with documents, recipients (roles), and tabs.
- **Create Users**: Adds one or more new users to the account.
- **Delete Documents**: Deletes one or more documents from an envelope.
- **Delete Email Settings**: Removes all email override settings from an envelope, reverting to account defaults.
- **Delete Envelope Custom Fields**: Deletes custom fields from an envelope.
- **Delete Groups**: Deletes one or more user groups from the account.
- **Delete Lock**: Removes an existing lock from an envelope.
- **Delete PowerForm**: Deletes a PowerForm.
- **Delete Recipients**: Removes one or more recipients from an envelope.
- **Delete Recipient Tabs**: Deletes specific tabs (form fields) from a recipient on an envelope.
- **Delete Template Documents**: Deletes one or more documents from a template.
- **Delete Template Recipients**: Removes recipient roles from a template.
- **Download Document**: Downloads a specific document from an envelope as binary PDF content.
- **Get Bulk Send Batch**: Gets the details and status of a specific bulk send batch.
- **Get Bulk Send Batch Envelopes**: Gets the list of envelopes created by a bulk send batch.
- **Get Email Settings**: Gets the email override settings for an envelope (reply-to, BCC addresses).
- **Get Envelope**: Gets the status and details of a single envelope by its ID.
- **Get Envelope Audit Events**: Returns the audit trail of events for an envelope (sent, viewed, signed, etc.).
- **Get Envelope Form Data**: Returns the values entered in all tabs (form fields) for an envelope.
- **Get Lock**: Gets the lock information for an envelope, if it is currently locked.
- **Get Notification Settings**: Gets the reminder and expiration notification settings for an envelope.
- **Get PowerForm**: Gets the details of a specific PowerForm.
- **Get PowerForm Form Data**: Returns the data users entered through a PowerForm.
- **Get Template**: Gets the details of a specific template including documents, recipients, and tabs.
- **Get Template Document**: Downloads a specific document from a template as binary PDF content.
- **Get User**: Gets the details of a specific user by their user ID.
- **Get User Info**: Returns the list of accounts the authenticated user belongs to, plus email, name, and the OpenID subject. The default account's `accountId` and `baseUri` are already provided by the platform — call this only when you need the full account list or user identity claims.
- **List Bulk Send Batches**: Gets a list of bulk send batches in the account.
- **List Envelope Custom Fields**: Gets the custom fields (metadata) associated with an envelope.
- **List Envelope Documents**: Gets the list of documents contained in an envelope.
- **List Envelopes**: Gets a list of envelopes filtered by status, date range, and other criteria.
- **List Folder Items**: Gets the envelopes and other items contained in a specific folder.
- **List Folders**: Gets the list of folders in the account (Draft, Sent Items, Inbox, etc.).
- **List Groups**: Gets a list of user groups in the account.
- **List Group Users**: Gets the list of users in a specific group.
- **List PowerForms**: Gets a list of PowerForms in the account.
- **List Recipients**: Gets the status and details of all recipients for an envelope.
- **List Recipient Tabs**: Gets all tabs (form fields) assigned to a specific recipient on an envelope.
- **List Template Documents**: Gets the list of documents in a template.
- **List Template Recipients**: Gets the list of recipient roles defined in a template.
- **List Templates**: Gets a list of templates in the account, filtered by name, date, ownership, and other criteria.
- **List Users**: Gets a list of users in the account filtered by status, email, or name.
- **Move Envelopes to Folder**: Moves one or more envelopes to a specified folder.
- **Remove Users from Group**: Removes one or more users from a group.
- **Update Email Settings**: Updates the email override settings for an envelope.
- **Update Envelope**: Sends a draft envelope, voids a sent envelope, or modifies envelope properties.
- **Update Envelope Custom Fields**: Updates existing custom fields on an envelope.
- **Update Groups**: Updates one or more existing user groups (e.g. rename a group).
- **Update Lock**: Updates an existing lock on an envelope (e.g. extend duration).
- **Update Notification Settings**: Sets or updates the reminder and expiration notification settings for an envelope.
- **Update PowerForm**: Updates an existing PowerForm's properties.
- **Update Recipients**: Updates one or more recipients on an envelope (e.g. change email, name, or routing order).
- **Update Recipient Tabs**: Updates existing tabs (form fields) for a recipient on an envelope.
- **Update Template**: Updates an existing template's properties such as name, email subject, or description.
- **Update Template Recipients**: Updates recipient roles on a template.
- **Update User**: Updates a user's profile information such as name, job title, or company.

## Triggers (5)

- **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.

## Related prompts

- [File signed Docusign documents into the right Clio matter](https://www.generalinput.com/prompts/file-signed-docusign-documents-into-the-right-clio-matter.md)
- [Send Adyen payment links the moment a Docusign contract is signed](https://www.generalinput.com/prompts/send-adyen-payment-links-the-moment-a-docusign-contract-is-signed.md)
- [Auto-send Bullhorn offer letters through Docusign each morning](https://www.generalinput.com/prompts/auto-send-bullhorn-offer-letters-through-docusign-each-morning.md)
- [Advance Follow Up Boss deals when DocuSign envelopes close](https://www.generalinput.com/prompts/advance-follow-up-boss-deals-when-docusign-envelopes-close.md)
- [Automate new customer onboarding after a closed deal](https://www.generalinput.com/prompts/automate-new-customer-onboarding-after-a-closed-deal.md)
- [Route signed DocuSign contracts to HubSpot and Tabs](https://www.generalinput.com/prompts/route-signed-docusign-contracts-to-hubspot-and-tabs.md)
- [Close Won in HubSpot when a Docusign contract is signed](https://www.generalinput.com/prompts/close-won-in-hubspot-when-a-docusign-contract-is-signed.md)
- [Auto-archive signed Docusign contracts to Google Drive](https://www.generalinput.com/prompts/auto-archive-signed-docusign-contracts-to-google-drive.md)
- [Daily nudge for stalled Docusign envelopes](https://www.generalinput.com/prompts/daily-nudge-for-stalled-docusign-envelopes.md)
- [Auto-send Docusign offer letters from Ashby](https://www.generalinput.com/prompts/auto-send-docusign-offer-letters-from-ashby.md)
- [Close Won in Salesforce when a Docusign contract is signed](https://www.generalinput.com/prompts/close-won-in-salesforce-when-a-docusign-contract-is-signed.md)
- [Weekly Docusign contract pipeline report in Slack](https://www.generalinput.com/prompts/weekly-docusign-contract-pipeline-report-in-slack.md)

Connect Docusign in General Input: https://www.generalinput.com/apps/docusign