STEP 1
Connect CraftMyPDF and DocuSign
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
CraftMyPDF and DocuSign Integration
Keep CraftMyPDF and DocuSign in sync by integrating their events and actions. When productivity events happen in CraftMyPDF, update the DocuSign automatically - without any line of code in visual workflow builder.
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Learn about CraftMyPDF and DocuSign
Detailed info you need to know about CraftMyPDF and DocuSign integrations in WEXTL. Explore which modules apps support and how you connect them.
CraftMyPDF
Template-based PDF and image generation. [5]
How to connect CraftMyPDF to DocuSign
Set up your CraftMyPDF and DocuSign integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CraftMyPDF and DocuSign nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between CraftMyPDF and DocuSign. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CraftMyPDF and DocuSign work in WEXTL?
WEXTL exposes actions and triggers for CraftMyPDF and DocuSign that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
CraftMyPDF triggersDocuSign actions
CraftMyPDF modules
- Add a Watermark to a PDFStamps a text watermark on every page of a PDF.
- Add Text to a PDFAdds text such as page numbers or labels to an existing PDF.
- Cancel an Editor SessionEnds an editor session so its link stops working.
- Create a Merged PDFJoins several PDF files from links into one PDF.
- Create an Editor SessionCreates a link that opens the template editor inside your own page.
- Create an ImageCreates a JPEG or PNG image from a template and your data.
- Create a PDFCreates a PDF from one or more templates and your data, as a link or as a file.
- Create a PDF from Several TemplatesCombines several templates, each with its own data, into one PDF.
- Create a PDF in the BackgroundStarts a PDF in the background and calls your address when it is ready.
- Create a Template CopyMakes a new template from an existing one.
- Create Several PDFs at OnceCreates many PDFs in one request and can merge them into one.
- Delete a TemplateDeletes a template.
- Get Account InformationReturns your account name, quota and template counts.
- Get a TemplateReturns the content of a template.
- Get PDF InformationReturns the page count and document details of a PDF.
- Get Template UsageReturns how many PDFs and credits each template used in a date range.
- List TemplatesReturns the templates in your account.
- List Template VersionsReturns the saved versions of a template.
- List TransactionsReturns your PDF and image generation history.
- Make an API CallPerforms an arbitrary authorized API call.
- Move a Template to Another TeamMoves a template to another team.
- Set Retained Template VersionsProtects chosen template versions from automatic cleanup, or lifts that protection.
- Update a TemplateChanges a template's name, sample data or content.
- Update PDF Form FieldsFills in the form fields of an existing PDF.
- Watch Async PDF CompletedStarts a workflow when a PDF started with Create a PDF in the Background is ready.
DocuSign modules
- Add Brands To GroupThis method adds one or more existing brands to a group based on the groupId.
- Add Chunked Upload PartAdds a chunk to an existing chunked upload.
- Add ContactsAdds one or more contacts to a contacts list.
- Add Document TabsAdds tabs to the document specified by document ID in the envelope specified by envelope ID.
- Add Document TemplatesAdds templates to a document in the specified envelope.
- Add Email SettingsAdds email override settings, changing the reply-to email address, name, or BCC-for-archive addresses, for the envelope.
- Add Envelope AttachmentsAdds one or more envelope attachments to a draft or in-process envelope.
- Add Envelope DocumentsAdds one or more documents to an existing envelope.
- Add Envelope RecipientsAdds one or more recipients to an envelope.
- Add Favorite TemplateSet one or more templates as account favorites.
- Add Or Replace Envelope DocumentAdds or replaces a document in an existing draft or in-process envelope.
- Add Recipient TabsAdds one or more tabs for a recipient.
- Add Signing Group MembersAdds one or more new members to a signing group.
- Add Template DocumentsAdds one or more documents to an existing template document.
- Add Template Document TabsAdds tabs to the document specified by documentId in the template specified by templateId.
- Add Template RecipientsAdds one or more recipients to a template.
- Add Template Recipient TabsAdds one or more tabs for a recipient.
- Add Templates To EnvelopeAdds templates to the specified envelope.
- Add Template Workflow StepAdds a new step to a template's workflow.
- Add User Signature ImagesAdds a user signature image and/or user initials image to the specified user.
- Add Users To GroupAdds one or more existing Docusign users to an existing group.
- Apply Bulk Send Batch ActionApplies a bulk action to all envelopes from a specified bulk send.
- Close UsersCloses one or more users in the account, preventing them from accessing account features. Users are not permanently deleted.
- Commit Chunked UploadCommit a chunked upload.
- Configure Cloud Storage ProvidersConfigures the redirect URL information for one or more cloud storage providers for the specified user.
- Create AccountCreates one or more new DocuSign accounts. Restricted to partner integrations working with DocuSign Business Development.
- Create Account Custom FieldThis method creates a custom field and makes it available for all new envelopes associated with an account.
- Create Account SignaturesAdds or updates one or more account stamps.
- Create BCC Email ArchiveCreates a BCC email archive configuration for an account, adding a BCC email address for archiving the emails that Docusign generates.
- Create BrandThis method creates one or more brand profile files for an account.
- Create Bulk Send ListCreates a bulk send list.
- Create Connect ConfigurationCreates a Connect configuration.
- Create Connect HMAC SecretGenerates a new Connect HMAC secret.
- Create Console View URLReturns a URL that enables you to embed the Docusign UI in your applications.
- Create Custom TabCreates a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern.
- Create Document Custom FieldsCreates custom document fields in an existing envelope document.
- Create Document Responsive HTML PreviewCreates a preview of the responsive HTML version of a specific document.
- Create EnvelopeCreates and sends an envelope, or creates a draft envelope.
- Create Envelope Correction ViewReturns a URL to the envelope correction UI. Use after an envelope has been sent.
- Create Envelope Custom FieldsCreates envelope custom fields for an envelope.
- Create Envelope Edit ViewReturns a URL to the edit view UI. Use before an envelope has been sent.
- Create Envelope Recipient PreviewCreates an envelope recipient preview.
- Create Envelope Recipient ViewReturns a URL to the recipient view UI. For signer recipients, returns the embedded signing view. Can also be used for other recipient types.
- Create Envelope Sender ViewReturns a URL to the sender view UI. Used before an envelope has been sent.
- Create Envelope Shared Recipient ViewReturns a URL to the shared recipient view UI for an envelope.
- Create Envelope Transfer RuleCreates an envelope transfer rule.
- Create Envelope Workflow StepAdds a new step to an envelope's workflow.
- Create GroupsCreates one or more groups for the account.
- Create Manual ID Review ViewCreates the link to the page for manually reviewing IDs.
- Create Notary JurisdictionRegisters the currently authenticated notary in a new jurisdiction.
Frequently asked questions
Common questions about connecting CraftMyPDF and DocuSign.
Connect your CraftMyPDF and DocuSign accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when CraftMyPDF's "Watch Async PDF Completed" fires, WEXTL can "Add Brands To Group" in DocuSign. CraftMyPDF has 1 trigger (including Watch Async PDF Completed); DocuSign has 415 actions (including Add Brands To Group, Add Chunked Upload Part, and Add Contacts). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. CraftMyPDF-to-DocuSign automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment CraftMyPDF (or DocuSign) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your CraftMyPDF + DocuSign automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the CraftMyPDF and DocuSign integration.
- CraftMyPDF and DocuSign integration source code, module specs and credentials implementation.
- Our CraftMyPDF and DocuSign integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CraftMyPDF and DocuSign — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- CraftMyPDF integration information
- DocuSign integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library