DocuSign connector

Leverage the ability to upload, share, and electronically sign documents, and manage users with the DocuSign connector.

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.
Delete User Delete a user from DocuSign.
Download Document in Envelope Download document from an envelope.
Custom API Action Make an authenticated HTTP request to the DocuSign API.
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.