DocuSign Component
DocuSign Connector

Quickly integrate your B2B software product with DocuSign.

About the DocuSign Connector

Use the DocuSign component to manage signature collection and document distribution.

Documentation

Connector Actions

Action NameAction Description
Get AccountRetrieves the account information for the specified account.
Delete AccountCloses the specified account.
Create AccountCreates a new DocuSign account.
List Account SettingsRetrieves the account settings information for the specified account.
Create Account SignatureAdds or updates one or more account stamps.
Delete Account SignatureDeletes a stamp specified by signatureId.
Get Account SignatureReturns information about the specified stamp.
Get Account Signature ImageReturns the image for an account stamp.
Update Account SignatureUpdates an account stamp specified by the signatureId query parameter.
Update Account Signature ImageSets a signature image, initials, or stamp.
Create Bulk Send ListThis method creates a bulk send list that you can use to send an envelope to up to 1,000 recipients at once.
Delete Bulk Send ListThis method deletes a bulk send list.
Get Bulk Send ListThis method returns all of the details associated with a specific bulk send list that belongs to the current user.
Get Bulk Send ListsThis method returns a list of bulk send lists belonging to the current user, as well as basic information about each list.
Update Bulk Send ListThis method replaces the definition of an existing bulk send list.
Get Bulk Send StatusGets the general status of a specific bulk send batch.
Get Bulk Send BatchesReturns a summary of bulk send batches.
Create TemplateCreates one or more template definitions, using a multipart request for each template.
Get TemplateRetrieves the definition of the specified template.
List TemplatesRetrieves the list of templates for the specified account.
Update TemplateUpdates an existing template.
List FoldersReturns a list of the account's folders.
List Folder ItemsGets information about items in the specified folder.
List Envelope DocumentsRetrieves a list of documents associated with the specified envelope.
Get Envelope DocumentRetrieves a single document or all documents from an envelope.
Update Envelope DocumentAdds or replaces a document in an existing draft or in-process envelope.
Delete Envelope DocumentDeletes one or more documents from an existing envelope that has not yet been completed.
List Template DocumentsRetrieves a list of documents associated with the specified template.
Get Template DocumentThis method retrieves one or more PDF documents from the template that you specify.
Update Template DocumentThis methods updates an existing template document.
Delete Template DocumentThis method deletes one or more documents from an existing template.
Get EnvelopeRetrieves the overall status for the specified envelope.
Create EnvelopeCreates and sends an envelope or creates a draft envelope.
Update EnvelopeThis method enables you to make changes to an envelope.
Get UserRetrieves the user information for the specified user.
Update UserTo update user information for a specific user, submit a Users object with updated field values in the request body of this operation.
Delete UserCloses one or more users in the account, preventing them from accessing account features.
Get ContactThis method returns one or more contacts associated with a DocuSign account.
Create ContactThis method adds multiple contacts into a contacts list.
Update ContactThis method updates one or more contacts associated with an account.
Delete ContactThis method deletes a contact associated with an account.
Get Recipient SignatureRetrieves signature information for a signer or sign-in-person recipient.
Get Recipient Signature ImageRetrieves the specified user signature image.
Create WebhookCreate a new webhook (Account Level).
List WebhooksRetrieve all webhooks.
Get WebhookRetrieve a single webhook.
Update WebhookUpdate an existing webhook.
Delete WebhookDelete a single webhook.
Delete All Instanced WebhooksDelete all webhooks that point to a flow in this instance.
Raw RequestSend raw HTTP request to DocuSign.

Connector Triggers

Trigger NameTrigger Description
Account Level TriggerGet notified when an event occurs at the account.

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