Docusign

Upload a file into a Docusign IAM Workspace so the agent and team members can access it for envelope creation and collaboration.

Append one or more recipients to an existing bulk send list, growing the audience for a mass envelope send.

Grant a user access to a Docusign IAM Workspace, making them a collaborator on documents stored there.

Dispatch a Docusign template as personalised envelopes to every recipient in a bulk send list in one operation.

Create a new named recipient list in Docusign that can be populated and then used to dispatch template envelopes at scale.

Prepare a Docusign envelope in draft state — documents loaded, recipients set — without sending it, allowing review before dispatch.

Generate a signable envelope directly from a document already stored in a Docusign IAM Workspace, skipping the file upload step.

Convert a signed or draft document into a reusable Docusign template with recipient roles and field positions preserved.

Provision a new Docusign IAM Workspace — a shared document hub — for a project, team, or deal.

Remove a specific document from a Docusign IAM Workspace to keep the file list clean and prevent outdated versions from being used.

Retrieve the PDF of a document inside a Docusign envelope — draft, in-progress, or fully executed — for archiving or downstream processing.

Create and immediately dispatch a Docusign envelope built around a specific uploaded document, with recipient and field configuration applied in one step.

Instantiate a saved Docusign template with real recipient details and send the resulting envelope immediately.

List all documents attached to a given envelope, returning document names and IDs so the agent can selectively download or reference them.

Search Docusign for a template by name or ID, returning its metadata so the agent can reference or instantiate it.

Retrieve the list of documents included in a specific Docusign template, so the agent can audit or reference the template's content before instantiating it.

List all available Docusign IAM Workspaces, returning their names and IDs for the agent to route documents or users to the right one.

List all documents stored in a specific Docusign IAM Workspace, returning file names and IDs so the agent can reference or retrieve them.

Stop an in-progress Docusign Maestro automated workflow instance, halting any further steps it would execute.

Temporarily suspend a running Docusign Maestro workflow instance so it can be reviewed or corrected before continuing.

Restart a paused Docusign Maestro workflow instance from where it left off, continuing the automated signing sequence.

Start a Docusign Maestro automated multi-step workflow by passing in the required input parameters, launching the full signing sequence.

Retrieve all envelopes associated with a Docusign IAM Workspace, so the agent can audit status, flag overdue items, or report on activity.

Retrieve all users who have access to a Docusign IAM Workspace, so the agent can audit membership, detect stale accounts, or report on collaborators.

Fires when a recipient clicks the 'Agree' button on a Docusign Click-to-Sign agreement, confirming acceptance without a traditional ink signature.

Fires when a recipient explicitly clicks 'Decline' on a Docusign clickwrap agreement, signalling they reject the terms.

Fires whenever Docusign Connect pushes any event from your account to the registered webhook endpoint, acting as a catch-all gateway for real-time account activity.

Fires when every recipient has signed and the envelope reaches 'Completed' status, indicating the document is fully executed.

Fires when a sender modifies an already-sent envelope — correcting a signer's email, adjusting field positions, or updating the document — and resends it.

Fires the moment a new Docusign envelope is created — whether sent immediately or saved as a draft — giving the agent early visibility into incoming signing activity.

Fires when a recipient actively declines to sign a Docusign envelope, providing the decline reason if one was entered.

Fires when a Docusign envelope is permanently deleted from the account, providing an audit trail entry for the removal.

Fires when a Docusign envelope has been successfully delivered to the recipient's inbox and they have opened or accessed it.

Fires when a draft envelope is discarded from Docusign before it was ever sent, indicating an abandoned signing setup.