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 moreFewer
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.
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