DocuSign

DocuSign Integration

Create, send, and track e-signature envelopes

Documents & E-Signatures 14 actions OAuth 2.0 (sign in to authorise)

Start automating DocuSign

What you can automate with DocuSign

Drag any of these 14 actions into a process — no code, no API wrangling.

Create Envelope

Create and optionally send an envelope for signing

Create template

Create a DocuSign template.

Download document

Download a document from a DocuSign envelope.

Download Document

Download a document from an envelope

Get Envelope

Get envelope details and status

Get Envelope Status

Get detailed envelope status

List envelope audit

List audit events for a DocuSign envelope.

List Envelopes

List envelopes (documents sent for signature)

List Recipients

List recipients of an envelope

List Templates

List available templates

Resend envelope

Resend a DocuSign envelope notification.

Send Envelope

Send a draft envelope

Update recipients

Update recipients on a DocuSign envelope.

Void envelope

Void a DocuSign envelope.

How the DocuSign connection works

1. Authenticate

DocuSign uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop DocuSign steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because DocuSign has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other Documents & E-Signatures connectors

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