DocuSign

Triggers0

Things that can wake up your DocuSign coworker.

No triggers published for DocuSign yet — but you can still run it on a schedule or from a chat.

Actions10

Things your coworker can do in DocuSign.

• Add contacts to contacts list

  Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. It's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. The endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. Use this when you need to add or update multiple contacts simultaneously in a DocuSign account. Note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.

  DOCUSIGN_ADD_CONTACTS_TO_CONTACTS_LIST
• Create Envelope From Template

  Creates a signing envelope from a pre-existing DocuSign template. This action maps specific recipients to template roles and creates an envelope, either as a draft (status='created') or sent immediately (status='sent'). Prerequisites: - Use DOCUSIGN_LIST_ALL_TEMPLATES to get template IDs and role names - Role names in template_roles must match template roles exactly (case-sensitive) - Include 'recipients' parameter in list templates to see available role names Common Use Cases: - Send contracts, NDAs, or agreements for electronic signature - Create multi-party approval workflows with sequential signing - Distribute documents to carbon copy recipients Returns envelope_id for tracking and management.

  DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE
• Get Envelope

  Gets the status and basic information about an envelope from DocuSign. This action retrieves detailed information about a specific envelope, including: - Envelope status (created, sent, delivered, completed, declined, voided) - Creation and sent timestamps - Subject and message - Recipient information and their status - Document details - Envelope metadata

  DOCUSIGN_GET_ENVELOPE
• Get Envelope DocGen Form Fields

  Retrieves document generation form fields from an envelope's documents. DocGen form fields are placeholder fields (tags) in template documents that can be dynamically populated with data before sending. This action returns the list of available form fields including their names, types, validation rules, and current values. Use this to discover which fields can be populated via the UPDATE_ENVELOPE_DOC_GEN_FORM_FIELDS action. Common use cases: - Retrieve form field definitions before populating them with data - Inspect field types and validation requirements - Check current values of form fields in a draft envelope Note: Returns an empty response if the envelope has no DocGen form fields.

  DOCUSIGN_GET_ENVELOPE_DOC_GEN_FORM_FIELDS
• Get Envelope Document Fields

  Retrieves custom document fields from a specific document within a DocuSign envelope. Custom document fields are metadata key-value pairs attached to individual documents in an envelope. They are different from: - Envelope custom fields (which apply to the entire envelope) - Tabs/fields (which are fillable form fields for recipients) Use this action to retrieve metadata associated with a specific document, such as department codes, project IDs, or other custom categorization data. Prerequisites: - A valid envelope_id (create using DOCUSIGN_CREATE_ENVELOPE_FROM_TEMPLATE) - A valid document_id (obtain from DOCUSIGN_GET_ENVELOPE) - The document must exist in the specified envelope The document_id must be a string representation of a positive integer (1-2147483647). Typically documents are numbered sequentially starting from '1'. Returns a dictionary containing the 'documentFields' array with field objects.

  DOCUSIGN_GET_ENVELOPE_DOCUMENT_FIELDS
• Get Template

  Gets a template definition from the specified account. You can include additional template attributes in the response by using the include parameter: - powerforms: Includes information about PowerForms - tabs: Includes information about tabs - documents: Includes information about documents - favorite_template_status: Includes the template favoritedByMe property

  DOCUSIGN_GET_TEMPLATE
• Get Account Templates

  Gets the definition of a template or templates in the specified account. Note: If the count parameter is not used, listTemplates has a default limit of 2,000 templates. If the account has more than 2,000 templates, listTemplates will return the first 2,000 templates. To retrieve more than 2,000 templates, repeat the API call, specifying start_position and count to control the number of templates retrieved.

  DOCUSIGN_LIST_ALL_TEMPLATES
• Get OAuth User Info

  Tool to retrieve authenticated user's account information from DocuSign OAuth. Use this to validate the OAuth access token and obtain essential account details including user ID (sub), name, email, and the list of DocuSign accounts with their base URIs and account IDs for subsequent API calls.

  DOCUSIGN_LIST_OAUTH_USERINFO
• Send Envelope

  Sends a draft envelope by updating its status to 'sent'. Example envelope_id format: '93be49ab-xxxx-xxxx-xxxx-f752070d71ec'

  DOCUSIGN_SEND_ENVELOPE
• Update Envelope DocGen Form Fields

  This method dynamically generates an envelope's documents by populating its sender fields. The envelope must be in a draft state. Use the DocumentGeneration::getEnvelopeDocGenFormFields response to retrieve the list of sender fields for your envelope. Use that list to build the request for this method. For each field, specify the field name and the value to populate. Important notes: - If update_docgen_formfields_only is false (the default), the documentId changes after the update. - This endpoint does not validate number, date, or select data field values. The request can succeed even if a number or date field value is not a valid number or date, or if a select field value is not one of the allowed values. The envelope's template must be configured with document generation capabilities; this method has no effect on standard envelopes without doc-gen templates.

  DOCUSIGN_UPDATE_ENVELOPE_DOC_GEN_FORM_FIELDS