Integrate DocuSign

Provide your users with in-app integration with DocuSign

DocuSign connector

DocuSign

Electronically sign, and now prepare, act on, and manage agreements to deliver great experiences for your customers and employees.

DocuSign Connector Methods

Templates

Feature Description Type
Get Templates Returns all Templates attached to account Action

Users

Feature Description Type
Get User Info Returns account information and the base_uri needed to interact with the core DocuSign API service. Action
List Users Returns all users for the specified account Action

Envelopes

Feature Description Type
List New Envelope Status Changes Retrieves a list of envelopes that match your request whose status has changed since the last run. Action
List Envelope Status Changes Retrieves a list of envelopes that match your request. You must include one or more of the following parameters: From Date, Envelope ID's, Transaction ID's. Action
Send Envelope Creates and sends an envelope from a template created on the docusign website. Action
Get Envelope Retrieves the overall status for the specified envelope. Action

Groups

Feature Description Type
List Groups Returns all groups for an account. Action
List Group Users Retrieves a list of users in a group. Action

Organizations

Feature Description Type
List Organizations Users Returns all users in the organization. Action
List Organizations Returns all Organizations Action
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