DocuSeal icon

DocuSeal Integration

Send, sign, and manage documents with DocuSeal e-signatures. Link DocuSeal tasks, notes, and updates to CRM, chat, and project tools automatically. When Watch Form Completed fires, continue with Get Submission or Get Submission Documents so the next work item is ready.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for DocuSeal integration

Triggers can detect changes in DocuSeal and run actions that can create, search or modify data inside DocuSeal automatically [3] — exactly how you set them.

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    Watch Form CompletedTriggers when a single submitter finishes their portion of the form.
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    Watch Form DeclinedTriggers when a submitter declines to sign.
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    Watch Form StartedTriggers when a submitter fills the first field on the form.
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    Watch Form ViewedTriggers when a submitter opens the signing form for the first time.
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    Watch Submission ArchivedTriggers when a submission is archived.
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    Watch Submission CompletedTriggers when all submitters on a submission have signed.
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    Watch Submission CreatedTriggers when a submission is created.
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    Watch Submission ExpiredTriggers when a submission's deadline passes with signatures still pending.
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    Watch Template ArchivedTriggers when a template is archived.
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    Watch Template CreatedTriggers when a template is created.
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    Watch Template UpdatedTriggers when a template's metadata or documents are updated.
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    Get SubmissionRetrieves a single submission by ID.
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    Get Submission DocumentsRetrieves the finalized documents for a submission.
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    Get SubmitterRetrieves a single submitter by ID.
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    Get TemplateRetrieves a single template by ID.
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    List SubmissionsRetrieves a list of submissions.
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    List SubmittersRetrieves a list of submitters.
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    List TemplatesRetrieves a list of templates.
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    Archive SubmissionArchives a submission.
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    Archive TemplateArchives a template.

How to integrate DocuSeal in automation workflow?

3 simple steps to make your DocuSeal connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How DocuSeal connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever DocuSeal app is called in workflows. That allows your productivity automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that DocuSeal supports.

The following table illustrates what fields DocuSeal integration require during authorization flow inside our workflow builder [4].

Demonstration of DocuSeal connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
API KeyRequired
password

Your API key. Find it under Settings > API in your dashboard.

ServerRequired
select

Which DocuSeal deployment your key belongs to.

Self-Hosted URLtext

Base URL of your self-hosted DocuSeal instance, for example https://sign.mycompany.com. Leave empty unless Server is set to Self-Hosted.

Connect DocuSeal to popular apps on WEXTL

Enter a name of the other app you want to sync with DocuSeal below. Click on selected app to explore integration options with DocuSeal. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with DocuSeal integration

Select Watch Submission Archived trigger from DocuSeal - this will be a starting point in your automation. Whenever event happens in DocuSeal, workflow will start [7] from Watch Submission Archived node.

Search for Create Submission, connect it as the next step of integration sequence. You can use filters between Watch Submission Archived and Create Submission, so only important data pass from Watch Submission Archived to the next step. WEXTL gives you full control over the process of DocuSeal automation. All parts of workflow are visible on the canvas [4].

DocuSeal on WEXTL has 35 modules for building productivity automations. Explore DocuSeal documentation for more.

DocuSeal
Watch Submission Archived
SignRequest
Performs action
OR
SignRequest
Triggers
DocuSeal
Create Submission

Demonstration of how visual DocuSeal automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating DocuSeal in your workflows.

Try DocuSeal on WEXTL®

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References

List of sources used to gather information about the DocuSeal integration.

  1. DocuSeal integration source code, module specs and credentials implementation.
  2. Internal DocuSeal integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official DocuSeal vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® DocuSeal App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation