What actions can I run in DocuSign?

415 actions are available, including "Download Comments Transcript", "Download Document Page Image", and "Download Envelope Attachment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

DocuSign Integrations

Send, sign, and manage DocuSign envelopes, templates, and account settings through the eSignature REST API. When DocuSign updates, notify the right channel or create the next work item.

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Download Comments TranscriptGets a PDF transcript of all of the comments in an envelope.
Download Document Page ImageReturns an image of a page in a document for display.
Download Envelope AttachmentRetrieves an envelope attachment from an envelope.
Download Envelope DocumentRetrieves a single document or all documents from an envelope.
Download Template DocumentRetrieves one or more PDF documents from the template that you specify.
Download Template Page ImageRetrieves a page image for display from the specified template.
Download Workspace FileThis method returns a binary version of a file in a workspace.
Export BrandThis method exports information about a brand to an XML file.
Get AccountRetrieves the account information for the specified account.
Get Account Billing PlanRetrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card.
Get Account Password RulesRetrieves the password rules for an account.
Get Account Provisioning InformationRetrieves the account provisioning information for the distributor.
Get Account SettingsRetrieves the account settings information for the specified account.
Get Account SignatureReturns information about the specified stamp.
Get Account Signature ImageReturns the image for an account stamp.
Get API Request LogRetrieves a single API request log entry as a downloadable file.
Get API Request Logging SettingsRetrieves the current API request logging setting and remaining log entries for the currently authenticated user.
Get BCC Email Archive HistoryReturns a specific BCC email archive configuration for an account, along with the history of changes to its email address.
Get Billing InvoiceRetrieves a billing invoice.
Get Billing Plan DetailsRetrieves the billing plan details for the specified billing plan ID.
Get BrandThis method returns details about an account brand.
Get Brand LogoThis method returns a specific logo that is used in a brand.
Get Brand Resource FileThis method returns a specific branding resource file.
Get Bulk Send Batch StatusGets the status of a specific bulk send batch.
Get Bulk Send ListGets a specific bulk send list.
Get Chunked UploadRetrieves metadata about a chunked upload.
Get Cloud Storage Folder ItemsRetrieves a list of the user's items from the specified cloud storage provider.
Get Cloud Storage ProviderGets the specified Cloud Storage Provider configuration for the User.
Get Connect ConfigurationGets the details about a Connect configuration.
Get Connect HMAC SecretGets the Connect HMAC secret for the specified account.
Get Connect Log EntryRetrieves the specified Connect log entry for your account.
Get Connect OAuth ConfigGets the Connect OAuth configuration for the specified account.
Get Consumer DisclosureRetrieves the default, HTML-formatted Electronic Record and Signature Disclosure for the envelope that you specify.
Get Consumer DisclosureGets the Electronic Record and Signature Disclosure for a specific envelope recipient.
Get Consumer Disclosure By LanguageGets the Electronic Record and Signature Disclosure for an account in a specific signer language.
Get Contact By IDGets a contact associated with a DocuSign account.
Get Credit Card InformationThis method returns information about a credit card associated with an account.
Get Custom TabRetrieves information about the requested custom tab on the specified account.
Get Default Consumer DisclosureGets the default Electronic Record and Signature Disclosure for an account.
Get Document TabsReturns the tabs from the document specified by document ID in the envelope specified by envelope ID.
Get Document TemplatesRetrieves the templates associated with a document in the specified envelope.
Get Downgrade Request Billing InfoReturns downgrade plan information for the specified account.
Get Email SettingsRetrieves the email override settings for the specified envelope.
Get ENote ConfigurationReturns the configuration information for the eNote eOriginal integration.
Get Envelope Custom FieldsGets the custom field information for the specified envelope.
Get Envelope Delayed RoutingReturns the delayed routing rules for an envelope's workflow step definition.
Get Envelope Form DataDownloads the envelope and tab data (form data) from any in-process, completed, or canceled envelope that you sent or that is shared with you.
Get Envelope HTML DefinitionsGets the original HTML definition used to generate the responsive HTML for the envelope.
Get Envelope LockRetrieves general information about an envelope lock.
Get Envelope NotificationRetrieves the envelope notification, reminders and expirations, information for an existing envelope.
Get Envelope Purge ConfigurationRetrieves the current envelope purge configuration for an account.
Get Envelope RecipientsRetrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list.
Get Envelope Scheduled SendingReturns the scheduled sending rules for an envelope's workflow definition.
Get Envelope ShareRetrieves the shared access setting for a single user on an envelope.
Get Envelope StatusGets the status of a single envelope.
Get Envelope Statuses (Bulk)Gets envelope statuses for a set of envelopes.
Get Envelope TemplatesGets templates used in an envelope.
Get Envelope Transfer RulesGets envelope transfer rules.
Get Envelope WorkflowReturns the workflow definition for an envelope.
Get Envelope Workflow StepReturns a specified workflow step for a specified template.
Get Favorite TemplatesRetrieves the list of favorite templates for the account.
Get Folder ItemsGets information about items in the specified folder.
Get Group BrandsThis method returns information about the brands associated with a group.
Get Membership Password RulesGets the membership account password rules for the currently authenticated user.
Get Notary JurisdictionGets a single jurisdiction object for the currently authenticated notary.
Get Notary SettingsGets the notary settings for the currently authenticated user.
Get Notification DefaultsReturns the default settings for the email notifications that signers and senders receive about envelopes.
Get Page TabsReturns the tabs from the page specified by page number of the document specified by document ID in the envelope specified by envelope ID.
Get Past Due InvoicesReturns a list of past due invoices for the account and notes if payment can be made through the REST API.
Get PaymentRetrieves the information for a specified payment.
Get Permission ProfileThis method returns information about a specific permission profile that is associated with an account.
Get PowerFormThis method returns detailed information about a specific PowerForm.
Get PowerForm DataReturns the data that users entered in a PowerForm.
Get Recipient Document VisibilityReturns document visibility for a recipient.
Get Recipient Initials ImageGets the initials image for a user.
Get Recipient SignatureGets signature information for a signer or sign-in-person recipient.
Get Recipient Signature ImageRetrieves the specified recipient signature image.
Get Recipient TabsGets the tabs information for a signer or sign-in-person recipient in an envelope.
Get Search Folder ContentsRetrieves the envelopes and folder items in a specified search folder that match the given query criteria.
Get Service InformationRetrieves the available REST API versions and platform build information.
Get Shared AccessRetrieves the shared item status for one or more users and types of items.
Get Signing GroupRetrieves information, including group member information, for the specified signing group.
Get Tabs BlobReserved for DocuSign. This endpoint has been deprecated.
Get Tab SettingsReturns information about the tab types and tab functionality that is currently enabled for an account.
Get TemplateRetrieves the definition of the specified template.
Get Template Delayed Routing DefinitionGiven a template and a workflow step, returns the delayed routing rules for that workflow step.
Get Template Document HTML DefinitionsGets the original HTML definition used to generate the responsive HTML for a given document in a template.
Get Template HTML DefinitionsGets the original HTML definition used to generate the responsive HTML for the template.
Get Template LockRetrieves general information about a template lock.
Get Template Notification SettingsRetrieves the notification, reminders and expirations information for an existing template.
Get Template Recipient Document VisibilityThis method returns information about document visibility for a template recipient.
Get Template Recipient TabsGets the tabs information for a signer or sign-in-person recipient in a template.
Get Template Scheduled Sending DefinitionGiven a template, returns the scheduled sending rules for that template's workflow object.
Get Template Workflow DefinitionReturns the workflow definition for the template specified by templateId.
Get Template Workflow StepReturns a workflow step specified by workflowStepId for a template specified by templateId.
Get UserRetrieves the user information for the specified user.
Get User AuthorizationReturns the details for the user authorization specified by the authorizationId.
Get User ProfileRetrieves the user profile information, the privacy settings and personal information (address, phone number, etc.) for the specified user.
Get User Profile ImageRetrieves the user profile picture for the specified user.
Get User SettingsRetrieves a list of the account settings and email notification information for the specified user.
Get User SignatureRetrieves the structure of a single signature with a known signature name.
Get User Signature ImageRetrieves the specified initials image or signature image for the specified user.
Get WatermarkReturns information about the watermark for the account.
Get WorkspaceRetrieves properties about a workspace given a unique workspaceId.
List Account Billing ChargesRetrieves the list of recurring and usage charges for the account.
List Account Custom FieldsThis method returns a list of the envelope and document custom fields associated with an account.
List Account SignaturesReturns a list of stamps available in the account.
List Account TabsRetrieves a list of all tabs associated with the account.
List Agent User AuthorizationsReturns the user authorizations for which the user specified by userId is the agent user.
List API Request LogsRetrieves a list of the API request log entries for the currently authenticated user.
List BCC Email ArchivesRetrieves all of the BCC email archive configurations associated with an account.
List Billing InvoicesRetrieves a list of invoices for the account.
List Billing PlansRetrieves a list of the billing plans associated with the distributor.
List Brand ResourcesThis method returns metadata about the branding resources that are associated with an account.
List BrandsThis method returns details about all of the brands associated with an account, including the default brand profiles.
List Bulk Send Batch EnvelopesGets envelopes from a specific bulk send batch.
List Bulk Send BatchesReturns a list of bulk send batch summaries.
List Bulk Send ListsGets bulk send lists.
List Cloud Storage Folder ItemsRetrieves a list of all the items in a specified folder from the specified cloud storage provider.
List Cloud Storage ProvidersRetrieves the list of cloud storage providers enabled for the account and the configuration information for the user.
List Connect All UsersReturns all users from the configured Connect service.
List Connect ConfigurationsRetrieves all the Docusign Custom Connect definitions for the specified account.
List Connect Config UsersReturns users from the configured Connect service.
List Connect Failure LogsRetrieves the Connect failure log information.
List Connect LogsRetrieves a list of the 100 most recent Connect log entries for your account.
List Custom User SettingsRetrieves the custom user settings for a specified user.
List Document Custom FieldsRetrieves the custom document field information from an existing envelope document.
List Document HTML DefinitionsRetrieves the HTML definition used to generate a dynamically sized responsive document.
List Document Page ImagesReturns images of the pages in a document for display based on the parameters that you specify.
List Envelope AttachmentsReturns a list of envelope attachments associated with a specified envelope.
List Envelope Audit EventsGets the envelope audit events for an envelope.
List Envelope DocGen Form FieldsReturns sender fields for an envelope.
List Envelope DocumentsRetrieves a list of documents associated with the specified envelope.
List Envelope SharesRetrieves the list of users an envelope has been shared with, along with each user's permission level.
List FoldersReturns a list of the account's folders.
List GroupsGets information about groups associated with the account.
List Group UsersRetrieves a list of users in a group.
List Identity Verification WorkflowsThis method returns a list of Identity Verification workflows that are available to an account.
List Notary Journal EntriesRetrieves the notary journal entries for the currently authenticated user.
List Notary JurisdictionsReturns a list of jurisdictions that the currently authenticated notary is registered in.
List Payment Gateway AccountsThis method returns a list of payment gateway accounts and basic information about them.
List PaymentsRetrieves a list containing information about one or more payments.
List Permission ProfilesThis method returns a list of permission profiles that are associated with an account.
List PowerFormsThis method returns a list of PowerForms that are available to the user.
List PowerForm SendersThis method returns a list of users who have sent PowerForms.
List Principal User AuthorizationsReturns the user authorizations for which the user specified by userId is the principal user.
List REST Version ResourcesRetrieves the base resources available for the eSignature REST API version.
List Seal ProvidersReturns available seals for the specified account.
List Shared EnvelopesRetrieves the list of envelopes shared with the current user across the account, with optional date, status, and search-text filtering.
List Signature ProvidersReturns a list of signature providers that the specified account can use.
List Signing Group MembersRetrieves the list of members in the specified Signing Group.
List Signing GroupsRetrieves a list of all signing groups in the specified account.
List Supported LanguagesGets the supported languages for envelope recipients.
List Template Custom FieldsRetrieves the custom document field information from an existing template.
List Template Document FieldsRetrieves the custom document fields for an existing template document.
List Template DocumentsRetrieves a list of documents associated with the specified template.
List Template Document TabsReturns the tabs on the document specified by documentId in the template specified by templateId.
List Template Page ImagesReturns images of the pages in a template document for display based on the parameters that you specify.
List Template Page TabsReturns the tabs from the page specified by pageNumber of the document specified by documentId in the template specified by templateId.
List Template RecipientsRetrieves the information for all recipients in the specified template.
List TemplatesRetrieves the list of templates for the specified account.
List Unsupported File TypesRetrieves a list of file types (mime-types and file-extensions) that are not supported for upload through the Docusign system.
List UsersRetrieves the list of users for the specified account.
List User SignaturesRetrieves a list of signature definitions for a user.
List Workspace File PagesThis method returns a workspace file as rasterized pages.
List Workspace Folder ContentsThis method returns the contents of a workspace folder, which can include sub-folders and files.
List WorkspacesGets information about the Workspaces that have been created.
Preview WatermarkEnables you to preview a watermark specified by the request.
Search EnvelopesSearches for specific sets of envelopes by using search filters.
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.
Create Or Update User AuthorizationsCreate or update multiple user authorizations in a single request.
Create Permission ProfileThis method creates a new permission profile for an account.
Create PowerFormThis method creates a new PowerForm.
Create Recipient ID Evidence TokenCreates a resource token for a sender to request ID Evidence data for a recipient.
Create Signing GroupsCreates one or more signing groups.
Create TemplateCreates one or more template definitions.
Create Template Custom FieldsCreates custom document fields in an existing template document.
Create Template Document FieldsCreates custom document fields in an existing template document.
Create Template Document Responsive HTML PreviewCreates a preview of the responsive HTML version of a specific template document.
Create Template Edit View URLReturns a URL that enables you to embed the Template Edit view of Docusign eSignature.
Create Template LockLocks the specified template and sets the time until the lock expires, to prevent other users or recipients from changing the template.
Create Template Recipient PreviewThis method returns a URL for a template recipient preview in the Docusign UI that you can embed in your application.
Create User AuthorizationCreates an authorization allowing one user to send and/or manage envelopes on behalf of another user.
Create UsersAdds new users to the specified account.
Create WorkspaceThis method creates a new workspace.
Create Workspace FileThis method adds a file to a workspace.
Delete AccountCloses the specified account.
Delete Account Custom FieldThis method deletes an existing account custom field.
Delete Account SignatureDeletes a stamp specified by signatureId.
Delete Account Signature ImageDeletes the image for a stamp specified by signatureId.
Delete All Connect LogsDeletes a list of Connect log entries for your account.
Delete API Request LogsDeletes all API request log files for the currently authenticated user.
Delete BCC Email ArchiveDeletes a BCC email archive configuration from an account.
Delete BrandThis method deletes a brand from an account.
Delete Brand LogoThis method deletes a single logo from an account brand.
Delete BrandsThis method deletes one or more brand profiles from an account, based on the brand IDs that you include in the request.
Delete Bulk Send ListDeletes a bulk send list.
Delete Captive Recipient SignatureDeletes the signature for one or more captive recipient records.
Delete Chunked UploadDeletes a chunked upload.
Delete Cloud Storage ProviderDeletes the user authentication information for the specified cloud storage provider.
Delete Cloud Storage ProvidersDeletes the user authentication information for one or more cloud storage providers.
Delete Connect ConfigurationDeletes the specified Connect configuration.
Delete Connect Failure LogDeletes a Connect failure log entry.
Delete Connect HMAC SecretDeletes the Connect HMAC secret for the specified account.
Delete Connect Log EntryDeletes a specified entry from the Connect Log.
Delete Connect OAuth ConfigDeletes the Connect OAuth configuration for the specified account.
Delete Contact By IDDeletes a contact associated with an account.
Delete ContactsDeletes multiple contacts from an account.
Delete Custom TabDeletes the custom tab from the specified account.
Delete Custom User SettingsDeletes the specified custom user settings for a single user.
Delete Document Custom FieldsDeletes custom document fields from an existing envelope document.
Delete Document PageDeletes a page from a document in an envelope based on the page number.
Delete Document TabsDeletes tabs from the document specified by document ID in the envelope specified by envelope ID.
Delete Document TemplateDeletes the specified template from a document in an existing envelope.
Delete Email SettingsDeletes all existing email override settings for the envelope.
Delete ENote ConfigurationDeletes configuration information for the eNote eOriginal integration.
Delete Envelope AttachmentsDeletes one or more envelope attachments from a draft envelope.
Delete Envelope Custom FieldsDeletes envelope custom fields for draft and in-process envelopes.
Delete Envelope Delayed RoutingDeletes the delayed routing rules for the specified envelope workflow step.
Delete Envelope DocumentsDeletes one or more documents from an existing envelope that has not yet been completed.
Delete Envelope LockDeletes the lock from the specified envelope.
Delete Envelope RecipientDeletes a recipient from a draft or sent envelope.
Delete Envelope RecipientsDeletes one or more recipients from a draft or sent envelope.
Delete Envelope Scheduled SendingDeletes the scheduled sending rules for the envelope's workflow.
Delete Envelope ShareRemoves a single user's shared access to an envelope.
Delete Envelope Transfer RuleDeletes an envelope transfer rule.
Delete Envelope WorkflowDelete the workflow definition for an envelope.
Delete Envelope Workflow StepDeletes a workflow step from an envelope's workflow definition.
Delete GroupsDeletes an existing user group.
Delete Group ShareRemoves a member group's sharing permissions for a specified template.
Delete Notary JurisdictionDeletes the specified jurisdiction for the currently authenticated notary.
Delete Permission ProfileThis method deletes a permission profile from an account.
Delete PowerFormThis method deletes a PowerForm.
Delete PowerFormsThis method deletes one or more PowerForms.
Delete Recipient TabsDeletes one or more tabs associated with a recipient in a draft envelope.
Delete Signing Group MembersDeletes one or more members from the specified signing group.
Delete Signing GroupsDeletes one or more signing groups in the specified account.
Delete Template Custom FieldsDeletes envelope custom fields in a template.
Delete Template Delayed Routing DefinitionDeletes the delayed routing rules for the specified template workflow step.
Delete Template Document FieldsDeletes custom document fields from an existing template document.
Delete Template DocumentsDeletes one or more documents from an existing template.
Delete Template Document TabsDeletes tabs from the document specified by documentId in the template specified by templateId.
Delete Template LockDeletes the lock from the specified template.
Delete Template PageDeletes a page from a document in a template based on the page number.
Delete Template RecipientDeletes the specified recipient from the specified template.
Delete Template RecipientsDeletes one or more recipients from a template.
Delete Template Recipient TabsDeletes one or more tabs associated with a recipient in a template.
Delete Template Scheduled Sending DefinitionDeletes the scheduled sending rules for the template's workflow.
Delete Template Workflow DefinitionDeletes the specified template's workflow definition if it has one.
Delete Template Workflow StepDeletes a workflow step from a template's workflow definition.
Delete User AuthorizationDeletes the user authorization specified by the authorizationId.
Delete User AuthorizationsDelete one or more user authorizations for a given principal user.
Delete User Profile ImageDeletes the user profile image from the specified user's profile.
Delete User SignatureRemoves the signature information for the user.
Delete User Signature ImageDeletes the specified initials image or signature image for the specified user.
Delete WorkspaceDeletes an existing workspace (logically).
Delete Workspace ItemsDeletes one or more files or sub-folders from a workspace folder or root.
Initiate Chunked UploadInitiates a new chunked upload with the first part of the content.
Lock EnvelopeLocks the specified envelope and sets the time until the lock expires, preventing other users or recipients from changing the envelope.
Make an API CallPerforms an arbitrary authorized API call to the DocuSign eSignature REST API.
Make PaymentPosts a payment to a past due invoice.
Move Envelopes To FolderMoves a set of envelopes from their current folder to another folder.
Preview Responsive HTMLCreates a preview of the responsive versions of all of the documents in an envelope.
Preview Template Responsive HTMLCreates a preview of the responsive HTML versions of all of the documents associated with a template.
Publish Historical EnvelopesSubmits a batch of historical envelopes for republish to a webhook.
Purchase Additional EnvelopesCompletes the purchase of additional envelopes for the account.
Queue Downgrade Billing Plan RequestQueues downgrade billing plan request for an account.
Register Current User as NotaryRegisters the currently authenticated user as a notary.
Remove Brands From GroupThis method deletes one or more brands from a group.
Remove Envelope SharesRemoves the sharing access that one or more users have to an envelope.
Remove Favorite TemplateRemove one or more templates from the account favorites.
Remove Users From GroupDeletes one or more users from a group.
Rename Signing GroupsUpdates the name of one or more existing signing groups.
Retry Connect For EnvelopeRepublishes Connect information for the specified envelope.
Retry Connect For EnvelopesRepublishes Connect information for multiple envelopes.
Revoke Envelope Correction ViewRevokes the correction view URL to the Envelope UI.
Rotate Document Page ImageRotates page image from an envelope for display.
Rotate Template Page ImageRotates a page image from a template for display, either to the left or right.
Send Bulk Send RequestCreates a bulk send request.
Send or Void EnvelopeSends, voids, or modifies a draft envelope, or purges documents from a completed envelope.
Set Account Signature ImageSets a signature image, initials, or stamp.
Set Recipient Initials ImageSets the initials image for an accountless signer.
Set Recipient Signature ImageSets the signature image for an accountless signer.
Set Shared AccessSets the shared access status for one or more users or templates.
Set Templates Auto-MatchUpdates the auto-match setting for one or more templates.
Set Up Connect OAuth ConfigSets up Connect OAuth for the specified account using an authorization server of your choice.
Share Envelope With UsersShares an envelope with one or more users, granting each a permission level.
Share Template With GroupShares a template with the specified members group.
Test Bulk Send RequestCreates a bulk send test.
Update Account Billing PlanUpdates the billing plan information, billing address, and credit card information for the specified account.
Update Account Custom FieldThis method updates an existing account custom field.
Update Account Password RulesUpdates the password rules for an account.
Update Account SettingsUpdates the account settings for the specified account.
Update Account Signature by IDUpdates an account stamp specified by the signatureId.
Update Account SignaturesAdds or updates one or more account stamps.
Update API Request Logging SettingsEnables or disables API request logging for troubleshooting.
Update BrandThis method updates an account brand.
Update Brand LogoThis method updates a single brand logo.
Update Brand Resource FileThis method updates a branding resource file.
Update Bulk Send Batch NameUpdates the name of a bulk send batch.
Update Bulk Send ListUpdates a bulk send list.
Update Connect ConfigurationUpdates a specified Connect configuration.
Update Connect OAuth ConfigUpdates the existing Connect OAuth configuration for the account.
Update Consumer DisclosureUpdates the Electronic Record and Signature Disclosure for an account.
Update ContactsUpdates one or more contacts.
Update Custom TabUpdates the information in a custom tab for the specified account.
Update Custom User SettingsAdds or updates custom user settings for the specified user.
Update Document Custom FieldsUpdates existing custom document fields in an existing envelope document.
Update Document TabsUpdates tabs in the document specified by document ID in the envelope specified by envelope ID.
Update Email SettingsUpdates the existing email override settings for the specified envelope.
Update ENote ConfigurationUpdates configuration information for the eNote eOriginal integration.
Update Envelope AttachmentUpdates an envelope attachment in a draft or in-process envelope.
Update Envelope Custom FieldsUpdates the envelope custom fields in draft and in-process envelopes.
Update Envelope Delayed RoutingUpdates the delayed routing rules for an envelope's workflow step definition.
Update Envelope DocGen Form FieldsUpdates sender fields for an envelope.
Update Envelope LockUpdates the lock information for a locked envelope.
Update Envelope NotificationSets the notifications (reminders and expirations) for an existing envelope.
Update Envelope Purge ConfigurationSets the envelope purge configuration for an account, enabling account administrators to permanently remove documents and field data from completed and voided envelopes after a specified retention period.
Update Envelope RecipientsUpdates the recipients of a draft envelope or corrects recipient information for an in-process envelope.
Update Envelope Scheduled SendingUpdates the scheduled sending rules for an envelope's workflow.
Update Envelope ShareUpdates the permission level for a single user's shared access to an envelope.
Update Envelope SharesUpdates the sharing permissions for one or more users on an envelope.
Update Envelope Transfer RuleChanges the status of an envelope transfer rule.
Update Envelope Transfer RulesChanges the status of multiple envelope transfer rules.
Update Envelope WorkflowUpdates the workflow definition for an envelope.
Update Envelope Workflow StepUpdates the specified workflow step for an envelope.
Update GroupsUpdates the group name and modifies, or sets, the permission profile for the group.
Update Notary InformationUpdates the notary information for the currently authenticated user.
Update Notary JurisdictionUpdates the jurisdiction information for the currently authenticated notary.
Update Notification DefaultsChanges the default settings for the email notifications that signers and senders receive about envelopes.
Update Permission ProfileThis method updates an account permission profile.
Update PowerFormThis method updates an existing PowerForm.
Update Recipient Document VisibilityUpdates document visibility for a recipient.
Update Recipients Document VisibilityUpdates document visibility for one or more recipients based on the recipientId and visible values that you include in the request.
Update Recipient TabsUpdates one or more tabs for a recipient in a draft envelope.
Update Signing GroupUpdates signing group name and member information.
Update Tabs BlobReserved for DocuSign. This endpoint has been deprecated.
Update Tab SettingsModifies the tab types and tab functionality that are enabled for an account.
Update TemplateUpdates an existing template.
Update Template Custom FieldsUpdates the custom fields in a template.
Update Template Delayed Routing DefinitionUpdates the delayed routing rules for a template's workflow step.
Update Template DocumentUpdates an existing template document.
Update Template Document FieldsUpdates existing custom document fields in an existing template document.
Update Template Document TabsUpdates tabs in the document specified by documentId in the template specified by templateId.
Update Template LockUpdates the lock information for a locked template.
Update Template Notification SettingsUpdates the notification structure for an existing template. Use this endpoint to set reminder and expiration notifications.
Update Template Recipient Document VisibilityThis method updates the document visibility for a template recipient.
Update Template RecipientsUpdates recipients in a template.
Update Template Recipients Document VisibilityUpdates document visibility for one or more template recipients.
Update Template Recipient TabsUpdates one or more tabs for a recipient in a template.
Update Templates Auto-MatchUpdates the auto-match setting for one or more templates.
Update Template Scheduled Sending DefinitionUpdates the scheduled sending rules for a template's workflow definition.
Update Template Workflow DefinitionUpdates the specified template's workflow definition.
Update Template Workflow StepUpdates a specified workflow step for a template.
Update UserUpdates user information for the specified user.
Update User AuthorizationUpdates the start and/or end date for a given user authorization.
Update User ProfileUpdates the user's detail information, profile information, privacy settings, and personal information in the user ID card.
Update User Profile ImageUpdates the user profile image by uploading an image to the user profile.
Update UsersChanges one or more users in the specified account.
Update User SettingsUpdates the account settings list and email notification types for the specified user.
Update User SignatureCreates, or updates, the signature font and initials for the specified user.
Update User Signature (Bulk)Adds or updates a user signature.
Update User Signature ImageUpdates the user signature image or user initials image for the specified user.
Update WatermarkUpdate the watermark for the account.
Update WorkspaceUpdates information about a specific workspace.
Update Workspace File MetadataThis method updates the metadata for one or more specific files or folders in a workspace.

When to use DocuSign

Common scenarios where DocuSign automation saves time and reduces manual work.

Automate "Download Comments Transcript" in DocuSign as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Use "Download Document Page Image" as an automated action in DocuSign so records stay consistent whenever something changes elsewhere in your stack.
Include "Download Envelope Attachment" from DocuSign in larger multi-tool workflows to move data end-to-end without hand-offs.

Connect DocuSign to any app in workflows

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Frequently asked questions

Common questions about automating DocuSign in your workflows.

DocuSign has no triggers, but it provides 415 actions including "Download Comments Transcript", "Download Document Page Image", and "Download Envelope Attachment". Pair them with triggers from other apps to automate DocuSign tasks.

DocuSign Integrations

DocuSign triggers and actions

When to use DocuSign

Connect DocuSign to any app in workflows

Frequently asked questions

What triggers does DocuSign support?

What actions can I run in DocuSign?

Do I need to write code to automate this?

Is the integration secure?

Connect DocuSign to any app in workflows

Connect DocuSign to any app in workflows

Connect DocuSign to any app in workflows