DocuSign connector
Leverage the ability to upload, share, and electronically sign documents, and manage users with the DocuSign connector.
Authorize your DocuSign account
When you add a DocuSign card to a flow for the first time, you'll be prompted to configure the connection. This will enable you to connect your DocuSign account, save your account information, and reuse the connection in new flows that include DocuSign. See Authorization.
To revoke an API key from your DocuSign account, see Revoke Token.
DocuSign connector action cards
|
Actions |
Description |
|---|---|
| Add Custom Envelope Field | Add a custom envelope field to a draft or in-process envelope. |
| Add Recipient to Envelope | Add a recipient to an envelope. |
| Add User to Group | Add user to a DocuSign group. |
| Create Envelope | Create an envelope in DocuSign. |
| Create User | Create a user in DocuSign. |
| Custom API Action | Make an authenticated HTTP request to the DocuSign API. |
| Delete User | Delete a user from DocuSign. |
| Download Document in Envelope | Download document from an envelope. |
| List Groups | Retrieve a list of groups in a DocuSign account. |
| List Users in Group | Retrieve a list of users in a DocuSign group. |
| Modify Custom Field in Envelope | Modify a custom field in an envelope. |
| Read Envelope | Read an envelope in DocuSign. |
| Read User | Read a user in DocuSign. |
| Remove User from Group | Remove a user from a DocuSign group. |
| Search Custom Fields in Envelope | Find the custom fields in an envelope. |
| Search Envelope | Search an envelope in DocuSign. |
| Search Users | Search users in DocuSign group using the defined criteria. |
| Send Envelope | Send an envelope from DocuSign. |
| Update User | Update a user in DocuSign. |
| Upload Document to Envelope | Upload a document to an existing envelope. |