DocuSign Integration

Field	Description	Required	Format
Client ID	DocuSign OAuth App Integration Key (Client ID)	Yes	`xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`
Client Secret	DocuSign OAuth App Secret Key	Yes	`xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx`

create_signature_request — Create and send a signature request from a DocuSign template

Parameters

string

required

DocuSign Account ID

string

required

Document Template ID

string

required

Subject line of the signature request email

string

Email message body to the recipient. Overrides the template setting

string

JSON array of template role objects, each with roleName, name, and email. Example: [{“roleName”:“Signer 1”,“name”:“Jane”,“email”:“jane@example.com”}]

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "status_date_time": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status Date Time"
    },
    "uri": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Uri"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateSignatureRequestOutput",
  "type": "object"
}

create_draft — Create a draft envelope from a DocuSign template without sending it

Parameters

string

required

DocuSign Account ID

string

required

Document Template ID

string

required

Subject line of the email

string

Email message body to the recipient. Overrides the template setting

string

JSON array of template role objects, each with roleName, name, and email

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "status_date_time": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status Date Time"
    },
    "uri": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Uri"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateDraftOutput",
  "type": "object"
}

create_envelope — Create a DocuSign envelope from a full envelope definition JSON payload for advanced multi-document or multi-recipient scenarios

Parameters

string

required

DocuSign Account ID

string

required

Full DocuSign envelope definition as a JSON string. Example: {“emailSubject”:“Please sign”,“status”:“sent”,“documents”:[…],“recipients”:{“signers”:[…]}}

string

Envelope status override. Use ‘created’ to save as draft or ‘sent’ to send immediately. Allowed values: sent, created

boolean

When creating a draft from multiple templates, merge template roles and remove empty recipients

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "status_date_time": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status Date Time"
    },
    "uri": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Uri"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateEnvelopeOutput",
  "type": "object"
}

create_envelope_from_file — Create and optionally send a single-document DocuSign envelope from a file URL with anchor-based signature tab placement

Parameters

string

required

DocuSign Account ID

string

required

URL of the document to send. The file will be fetched and base64-encoded for upload to DocuSign

string

required

Subject line of the email

string

required

Full name of the signer

string

required

Email address of the signer

string

Use ‘sent’ to send immediately or ‘created’ to save as draft. Allowed values: sent, created (Default: sent)

string

Document name shown in DocuSign. Defaults to the filename from the URL

string

File extension. Defaults to the extension from the URL, or ‘pdf’ if not detected

string

Recipient ID for the signer (Default: 1)

string

Routing order for the signer (Default: 1)

string

Set this for embedded signing recipients. The same value is required when creating a recipient view URL

string

Anchor text in the document where DocuSign places the signature tab. Example: /sn1/ (Default: /sn1/)

string

Horizontal offset in pixels for the signature tab relative to the anchor text (Default: 20)

string

Vertical offset in pixels for the signature tab relative to the anchor text (Default: 10)

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "status_date_time": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status Date Time"
    },
    "uri": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Uri"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateEnvelopeFromFileOutput",
  "type": "object"
}

create_recipient_view — Create an embedded signing URL for a selected envelope recipient who was created with a clientUserId

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

string

required

URL where DocuSign redirects the signer after the signing session. Must include https://

string

required

Recipient ID on the envelope

string

Convention string describing how your app authenticated the signer. Example: none (Default: none)

string

URL DocuSign pings while the signing session is active

string

Ping interval in seconds. DocuSign supports 60 to 1200

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "url": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Url"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateRecipientViewOutput",
  "type": "object"
}

get_envelope — Get details for a DocuSign envelope by ID

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

string

Comma-separated additional information to include. Allowed values: custom_fields, documents, extensions, folders, recipients, tabs

Response

{
  "$defs": {
    "EnvelopeSummary": {
      "additionalProperties": false,
      "properties": {
        "envelope_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Envelope Id"
        },
        "status": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Status"
        },
        "email_subject": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Email Subject"
        },
        "status_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Status Date Time"
        },
        "uri": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Uri"
        },
        "sender_user_name": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sender User Name"
        },
        "sender_email": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sender Email"
        },
        "created_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Created Date Time"
        },
        "sent_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sent Date Time"
        },
        "completed_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Completed Date Time"
        },
        "voided_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Voided Date Time"
        },
        "voided_reason": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Voided Reason"
        }
      },
      "title": "EnvelopeSummary",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope": {
      "anyOf": [
        {
          "$ref": "#/$defs/EnvelopeSummary"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    }
  },
  "required": [
    "success"
  ],
  "title": "GetEnvelopeOutput",
  "type": "object"
}

list_envelopes — Search for DocuSign envelopes by date, status, email, text, or folder filters

Parameters

string

required

DocuSign Account ID

string

Return envelopes changed on or after this ISO 8601 datetime, e.g. 2026-04-01T00:00:00Z. Defaults to 30 days ago

string

Return envelopes changed on or before this ISO 8601 datetime

string

Comma-separated envelope statuses. Allowed values: any, completed, created, declined, deleted, delivered, processing, sent, signed, timedout, voided

string

Filter by recipient or sender email address

string

Search text matched against envelope metadata

string

Comma-separated folder IDs to filter by

integer

Number of envelopes per page (Default: 100)

integer

Zero-based result offset (Default: 0)

string

Sort order. Allowed values: asc, desc

string

Field to sort by. Allowed values: action_required, created, completed, sent, signer_list, status, subject, last_modified

boolean

When true, follow pagination until no pages remain or max_pages is reached (Default: false)

integer

Maximum pages to retrieve when fetch_all is true (Default: 10)

Response

{
  "$defs": {
    "EnvelopeSummary": {
      "additionalProperties": false,
      "properties": {
        "envelope_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Envelope Id"
        },
        "status": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Status"
        },
        "email_subject": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Email Subject"
        },
        "status_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Status Date Time"
        },
        "uri": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Uri"
        },
        "sender_user_name": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sender User Name"
        },
        "sender_email": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sender Email"
        },
        "created_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Created Date Time"
        },
        "sent_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Sent Date Time"
        },
        "completed_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Completed Date Time"
        },
        "voided_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Voided Date Time"
        },
        "voided_reason": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Voided Reason"
        }
      },
      "title": "EnvelopeSummary",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelopes": {
      "items": {
        "$ref": "#/$defs/EnvelopeSummary"
      },
      "title": "Envelopes",
      "type": "array"
    },
    "result_set_size": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Result Set Size"
    },
    "total_set_size": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Total Set Size"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListEnvelopesOutput",
  "type": "object"
}

list_documents — List documents in a DocuSign envelope

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

boolean

Whether to include tab information for each document (Default: false)

boolean

Whether to include document metadata (Default: false)

Response

{
  "$defs": {
    "DocumentSummary": {
      "additionalProperties": false,
      "properties": {
        "document_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Document Id"
        },
        "name": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Name"
        },
        "type": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Type"
        },
        "uri": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Uri"
        },
        "order": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Order"
        },
        "pages": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Pages"
        }
      },
      "title": "DocumentSummary",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "documents": {
      "items": {
        "$ref": "#/$defs/DocumentSummary"
      },
      "title": "Documents",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListDocumentsOutput",
  "type": "object"
}

list_recipients — List recipients and their status for a DocuSign envelope

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

boolean

Whether to include each recipient’s tabs (Default: false)

boolean

Whether to include extended recipient information (Default: false)

boolean

Whether to include metadata (Default: false)

Response

{
  "$defs": {
    "RecipientSummary": {
      "additionalProperties": false,
      "properties": {
        "recipient_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Recipient Id"
        },
        "name": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Name"
        },
        "email": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Email"
        },
        "status": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Status"
        },
        "routing_order": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Routing Order"
        },
        "client_user_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Client User Id"
        },
        "signed_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Signed Date Time"
        },
        "delivered_date_time": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "default": null,
          "title": "Delivered Date Time"
        }
      },
      "title": "RecipientSummary",
      "type": "object"
    }
  },
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "signers": {
      "items": {
        "$ref": "#/$defs/RecipientSummary"
      },
      "title": "Signers",
      "type": "array"
    },
    "carbon_copies": {
      "items": {
        "$ref": "#/$defs/RecipientSummary"
      },
      "title": "Carbon Copies",
      "type": "array"
    },
    "agents": {
      "items": {
        "$ref": "#/$defs/RecipientSummary"
      },
      "title": "Agents",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListRecipientsOutput",
  "type": "object"
}

send_envelope — Send an existing draft DocuSign envelope by updating its status to sent

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    }
  },
  "required": [
    "success"
  ],
  "title": "SendEnvelopeOutput",
  "type": "object"
}

download_documents — Download documents from a DocuSign envelope as base64-encoded content

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

string

required

Download type. Allowed values: combined (All Documents PDF), archive (All Documents Zip), certificate (Certificate PDF), portfolio (Portfolio PDF)

string

required

Filename including extension (.pdf or .zip) for the downloaded content

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "content_base64": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Content Base64"
    },
    "filename": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Filename"
    },
    "content_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Content Type"
    }
  },
  "required": [
    "success"
  ],
  "title": "DownloadDocumentsOutput",
  "type": "object"
}

void_envelope — Void a DocuSign envelope that is still in process, cancelling it and preventing recipients from completing it

Parameters

string

required

DocuSign Account ID

string

required

DocuSign envelope ID

string

required

Reason the envelope is being voided. Visible in DocuSign audit history

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "envelope_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Envelope Id"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    }
  },
  "required": [
    "success"
  ],
  "title": "VoidEnvelopeOutput",
  "type": "object"
}

Using

Providers

Building

Tools

DocuSign Integration for AI Agents & Workflows

Overview

Authentication

OAuth2 Authentication

Required Credentials

OAuth Configuration

Available Actions

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Limits & Quotas

Cal.com

Canva

ConvertAPI

Links

​Overview

​Authentication

​OAuth2 Authentication

​Required Credentials

​OAuth Configuration

​Available Actions

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Limits & Quotas

​Related integrations

Cal.com

Canva

ConvertAPI

​Links

Overview

Authentication

OAuth2 Authentication

Required Credentials

OAuth Configuration

Available Actions

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Limits & Quotas

Related integrations

Links