DocuSign Connector
Quickly build integrations connecting your B2B SaaS to DocuSign.
About the DocuSign Connector
Use the DocuSign component to manage signature collection and document distribution.
Actions
Actions are tasks that you add to your workflow. One action might update records in a third-party API, while another action might fetch a list of records.
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Triggers
Triggers cause workflows to run. Some triggers run on a schedule. Others are invoked by a webhook request, or poll an API for new data. If a connector does not have a built-in trigger, you can use a generic scheduled or webhook trigger.
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FAQs
Learn more about this connector and related integration functionality.
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Actions
| Action Name | Action Description |
|---|---|
| Get Account | Retrieves the account information for the specified account. |
| Delete Account | Closes the specified account. |
| Create Account | Creates a new DocuSign account. |
| List Account Settings | Retrieves the account settings information for the specified account. |
| Create Account Signature | Adds or updates one or more account stamps. |
| Delete Account Signature | Deletes a stamp specified by signatureId. |
| Get Account Signature | Returns information about the specified stamp. |
| Get Account Signature Image | Returns the image for an account stamp. |
| Update Account Signature | Updates an account stamp specified by the signatureId query parameter. |
| Update Account Signature Image | Sets a signature image, initials, or stamp. |
| Create Bulk Send List | This 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 List | This method deletes a bulk send list. |
| Get Bulk Send List | This method returns all of the details associated with a specific bulk send list that belongs to the current user. |
| Get Bulk Send Lists | This method returns a list of bulk send lists belonging to the current user, as well as basic information about each list. |
| Update Bulk Send List | This method replaces the definition of an existing bulk send list. |
| Get Bulk Send Status | Gets the general status of a specific bulk send batch. |
| Get Bulk Send Batches | Returns a summary of bulk send batches. |
| Create Template | Creates one or more template definitions, using a multipart request for each template. |
| Get Template | Retrieves the definition of the specified template. |
| List Templates | Retrieves the list of templates for the specified account. |
| Update Template | Updates an existing template. |
| List Folders | Returns a list of the account's folders. |
| List Folder Items | Gets information about items in the specified folder. |
| List Envelope Documents | Retrieves a list of documents associated with the specified envelope. |
| Get Envelope Document | Retrieves a single document or all documents from an envelope. |
| Update Envelope Document | Adds or replaces a document in an existing draft or in-process envelope. |
| Delete Envelope Document | Deletes one or more documents from an existing envelope that has not yet been completed. |
| List Template Documents | Retrieves a list of documents associated with the specified template. |
| Get Template Document | This method retrieves one or more PDF documents from the template that you specify. |
| Update Template Document | This methods updates an existing template document. |
| Delete Template Document | This method deletes one or more documents from an existing template. |
| Get Envelope | Retrieves the overall status for the specified envelope. |
| Create Envelope | Creates and sends an envelope or creates a draft envelope. |
| Update Envelope | This method enables you to make changes to an envelope. |
| Get User | Retrieves the user information for the specified user. |
| Update User | To update user information for a specific user, submit a Users object with updated field values in the request body of this operation. |
| Delete User | Closes one or more users in the account, preventing them from accessing account features. |
| Get Contact | This method returns one or more contacts associated with a DocuSign account. |
| Create Contact | This method adds multiple contacts into a contacts list. |
| Update Contact | This method updates one or more contacts associated with an account. |
| Delete Contact | This method deletes a contact associated with an account. |
| Get Recipient Signature | Retrieves signature information for a signer or sign-in-person recipient. |
| Get Recipient Signature Image | Retrieves the specified user signature image. |
| Create Webhook | Create a new webhook (Account Level). |
| List Webhooks | Retrieve all webhooks. |
| Get Webhook | Retrieve a single webhook. |
| Update Webhook | Update an existing webhook. |
| Delete Webhook | Delete a single webhook. |
| Delete All Instanced Webhooks | Delete all webhooks that point to a flow in this instance. |
| Raw Request | Send raw HTTP request to DocuSign. |
Triggers
| Trigger Name | Trigger Description |
|---|---|
| Account Level Trigger | Get notified when an event occurs at the account. |
API Connectors
Integrate with customers' other SaaS apps, fast
Prismatic’s API connectors make it easy to integrate other SaaS apps – without reinventing the wheel. Triggers, actions, and auth are fully handled. And they work with all of Prismatic’s options for building integrations:
- Empower non-devs with a low-code designer
- Give devs freedom to build completely in code
- Let customers create their own workflows
