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DocuSign

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

What agents can do

Actions342

  • Add contacts to contacts list

    Adds multiple contacts to a user's contacts list in docusign.

  • Add email overrides to envelope

    Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes.

  • Add envelope attachments

    Adds one or more envelope attachments to a draft or in-process envelope in docusign.

  • Add existing brand to group

    This endpoint adds one or more existing brands to a specified group in docusign.

  • Add file to workspace

    This endpoint adds a file to a specific folder within a docusign workspace.

  • Add members to signing group

    This endpoint adds one or more new members to a specified signing group within a docusign account.

  • Add new users to a specified account

    This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call.

  • Add or update account stamps

    This endpoint allows you to add or update one or more account stamps in a docusign account.

52 more
  • Add or update user custom settings

    Adds or updates custom user settings for a specified docusign user.

  • Add or update user signature

    This endpoint allows you to add or update a user's signature in docusign.

  • Add part to chunked upload

    Adds a chunk or part to an existing chunked upload in docusign.

  • Add step to envelope workflow

    This endpoint adds a new step to an existing envelope's workflow in docusign.

  • Add templates to document in envelope

    This endpoint adds pre-configured templates to a specific document within an existing envelope in docusign.

  • Add templates to envelope

    This endpoint adds templates to an existing docusign envelope.

  • Add user signature and initials images

    This endpoint allows you to add or update a user's signature and/or initials images in the docusign system.

  • Add users to existing group

    Adds one or more existing docusign users to an existing group within a specified account.

  • Apply action to bulk send envelopes

    This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified docusign bulk send batch.

  • Change users in account

    This endpoint allows you to update information for one or more users within a docusign account.

  • Close users in account

    Closes one or more users in a docusign account, preventing them from accessing account features without permanently deleting them.

  • Commit chunked upload for envelopes

    This endpoint commits a chunked upload in docusign, finalizing the upload process and preparing the uploaded content for use in other api calls.

  • Configure cloud storage redirect url

    This endpoint configures the redirect url information for one or more cloud storage providers associated with a specific user in docusign.

  • Create account custom field

    Creates a new custom field at the account level in docusign, making it available for all new envelopes associated with the account.

  • Create a collaborative workspace

    This endpoint creates a new collaborative workspace in docusign, providing a shared area for document management and workflow collaboration.

  • Create bcc email archive configuration

    Creates a bcc email archive configuration for a docusign account, enabling automatic archiving of docusign-generated emails.

  • Create brand profiles for account

    This endpoint creates brand profile files for a docusign account, customizing visual and textual elements.

  • Create bulk send request

    This endpoint initiates a bulk send process for docusign, allowing users to send a single envelope or template to multiple recipients efficiently.

  • Create bulk send test request

    This endpoint creates a bulk send test request to validate the compatibility between a bulk send list and an envelope or template for docusign's bulk sending feature.

  • Create connect configuration for account

    This endpoint creates a custom connect configuration for a specified docusign account, enabling webhook notifications for envelope and recipient events.

  • Create custom document fields in envelope

    Creates custom document fields in an existing envelope document within docusign.

  • Create custom fields for envelope

    This endpoint allows you to create or update custom fields for a specific docusign envelope.

  • Create custom fields in template document

    Creates custom document fields in an existing template document within docusign.

  • Create custom tab with properties

    Creates a custom tab with pre-defined properties for use in docusign envelopes.

  • Create document responsive html preview

    Creates a preview of the responsive html version of a specific document within a docusign envelope.

  • Create envelope from template

    Creates and sends an envelope using a template.

  • Create groups for account

    Creates one or more groups for a specified docusign account.

  • Create idproof resource token for recipient

    Creates a resource token that allows a sender to retrieve identification data for a specific recipient using docusign's id evidence api.

  • Create new account permission profile

    This endpoint creates a new permission profile for a docusign account, defining specific sets of permissions for user groups.

  • Create notary jurisdiction object

    Creates a new notary jurisdiction object in the docusign system.

  • Create or update user authorizations

    Creates or updates multiple user authorizations in docusign, allowing an agent user to perform specific actions on behalf of a principal user.

  • Create preview of responsive html

    Creates a preview of the responsive html version of a specific template document in docusign.

  • Create preview of responsive html in envelope

    Creates a preview of the responsive html versions of all documents in an envelope, allowing users to review how pdf documents will appear as responsive html across different device types before…

  • Create recipient manual review link

    Creates a url for manually reviewing a recipient's identity in docusign.

  • Create recipient preview for envelope

    Creates a url for previewing the recipient's view of a draft envelope or template.

  • Create recipient view url

    Creates a url for embedding the docusign recipient view ui within an application, allowing users to sign documents directly in the app.

  • Create sender view url for envelope

    Creates a url for the sender view of a docusign envelope, enabling the embedding of docusign ui within an external application.

  • Create signing group

    Creates one or more signing groups in a docusign account.

  • Create template document custom fields

    This endpoint creates custom document fields in an existing docusign template.

  • Create template recipient preview url

    This endpoint generates a url that allows senders to preview the experience of a specific recipient for a docusign template.

  • Create template responsive html preview

    Creates a preview of the responsive html versions of all documents associated with a docusign template.

  • Create template workflow step

    This endpoint adds a new workflow step to an existing docusign template.

  • Create urlfor template edit view

    Creates a url for embedding the docusign template edit view within an application.

  • Create user authorization for agent user

    Creates a user authorization in docusign, enabling an agent user to perform specific actions on behalf of a principal user within the same account.

  • Delete account brand

    This endpoint deletes a specific brand from a docusign account.

  • Delete account custom field

    Deletes an existing account custom field from a docusign account.

  • Delete account permission profile

    This endpoint deletes a specific permission profile from a docusign account.

  • Delete account stamp

    Deletes a specific account stamp (signature) from a docusign account.

  • Delete bcc email archive configuration

    This endpoint deletes a bcc (blind carbon copy) email archive configuration from a specified docusign account.

  • Delete brand from group

    This endpoint allows users to delete one or more brands from a specified group within a docusign account.

  • Delete brand logo by type

    This endpoint deletes a specific logo from an account brand in docusign.

  • Delete brand profiles

    This endpoint allows you to delete one or more brand profiles from a docusign account.

And 282 more in Definable.

Starts an agent when

  • Envelope Completed

    Triggers when every recipient has finished and the agreement is executed.

    The moment it happens

  • Envelope Created

    Triggers when a draft envelope is created, either in the eSignature UI or by an API call that sets the envelope's status to created.

    The moment it happens

  • Envelope Declined

    Triggers when a recipient declines to sign, which declines the whole envelope.

    The moment it happens

  • Envelope Deleted

    Triggers when an already-sent envelope is deleted.

    The moment it happens

  • Envelope Delivered

    Triggers when every recipient has opened the envelope in the DocuSign signing site.

    The moment it happens

  • Envelope Discarded

    Triggers when a draft envelope is deleted or discarded in the tagging UI.

    The moment it happens

  • Envelope Purge Queued

    Triggers when an envelope is queued for purging.

    The moment it happens

  • Envelope Resent

    Triggers when the envelope is resent to its recipients from the UI or the API.

    The moment it happens

  • Envelope Sent

    Triggers when an envelope is sent to at least one recipient, including when a routing order moves on to the next recipient.

    The moment it happens

  • Envelope Voided

    Triggers when the sender voids the envelope or it expires.

    The moment it happens

  • Recipient Autoresponded

    Triggers when email delivery to a recipient fails, either a bad address or an auto-response from their mail system.

    The moment it happens

  • Recipient Completed

    Triggers when a specific recipient finishes their actions, usually but not always by signing.

    The moment it happens

  • Recipient Declined

    Triggers when a specific recipient declines to sign.

    The moment it happens

  • Recipient Delivered

    Triggers when a specific recipient opens the documents in the DocuSign signing site.

    The moment it happens

  • Recipient Finished Later

    Triggers when a recipient chooses Other Actions then Finish Later, leaving the session without completing.

    The moment it happens

  • Recipient Resent

    Triggers when the envelope is resent to one specific recipient.

    The moment it happens

  • Recipient Sent

    Triggers when a specific recipient is emailed that it is their turn to sign.

    The moment it happens

  • Template Created

    Triggers when a template is created, in the UI or through the API.

    The moment it happens

  • Template Deleted

    Triggers when a template is deleted.

    The moment it happens

  • Template Modified

    Triggers when a template is modified.

    The moment it happens

How it connects

You sign in to DocuSign in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.