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.