Documenso Integration — Automate Documenso with AI on Beauto

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

Category: signatures, documents · 77 actions available

What you can automate with Documenso

Beauto connects Documenso with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Documenso events, enrich Documenso data with AI, or sync Documenso with the rest of your stack — without writing code.

  • Sync Documenso data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Documenso events and route the output anywhere
  • Schedule recurring Documenso tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Documenso actions Beauto supports

  • Create Document Beta — Tool to create a new document using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to creat
  • Create Document Field — Tool to create a single field for a document. Use when you need to add a signature, initials, text, or other field type to a specific location on a document page. The document must be in DRAFT status to add fields.
  • Create Document Fields (Bulk) — Tool to create multiple fields on a document in a single operation. Use when you need to add signature fields, text fields, or other input fields to a DRAFT document. This bulk operation is more efficient than creating f
  • Create Document Recipient — Tool to create a single recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.
  • Create Document Recipients Bulk — Tool to create multiple recipients for a document at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a document in a single operation. The document must be in DRAFT status before
  • Create Embedding Presign Token V2 Beta — Create a presign token for Documenso embedded authoring sessions. Use this tool to generate a token that authorizes embedding document/template creation and editing interfaces in your application. The token is passed to
  • Create Envelope — Tool to create a new envelope in Documenso. Use when you need to create a document or template envelope with optional file uploads, recipients, and configuration settings. The envelope can be configured with signing orde
  • Create Envelope Attachment — Create a new attachment for an envelope in Documenso. Use this action to add supporting documents or files to an existing envelope. The file must be provided as a base64-encoded data URI in the format: data:<mime-type>;b
  • Create Envelope Items Bulk — Tool to create multiple items for an envelope with optional file attachments. Use when you need to add items (documents) to an existing envelope in Documenso.
  • Create Envelope Recipients Bulk — Tool to create multiple recipients for an envelope in bulk. Use when you need to add several recipients to an existing envelope at once. Each recipient must have an email, name, and role (SIGNER, APPROVER, VIEWER, ASSIST
  • Create Folder — Create a new folder in Documenso to organize documents or templates. Use this action when you need to create a folder for organizing files, either as a top-level folder or nested within an existing folder.
  • Create Template Beta — Tool to create a new template using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to creat
  • Create Template Field — Tool to create a single field for a template. Use when you need to add a signature, initials, text, or other field type to a specific location on a template page.
  • Create Template Fields (Bulk) — Tool to create multiple fields on a template in a single operation. Use when you need to add signature fields, text fields, or other input fields to a template. This bulk operation is more efficient than creating fields
  • Create Template Recipient — Tool to create a single recipient for a template. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing template.
  • Create Template Recipients Bulk — Tool to create multiple recipients for a template at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a template in a single operation.
  • Delete Document — Tool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.
  • Delete Document Attachment — Tool to delete an attachment from a document. Use when you need to remove a previously uploaded attachment from a document. The deletion is permanent.
  • Delete Document Field — Tool to delete a single document field by ID. Use when you need to remove a specific field from a document.
  • Delete Document Fields — Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
  • Delete Document Recipient — Tool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.
  • Delete Envelope — Tool to permanently delete an envelope. Use when you need to remove an envelope from Documenso. The deletion is irreversible and will remove all associated data.
  • Delete Envelope Attachment — Tool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.
  • Delete Envelope Field — Tool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.
  • Delete Envelope Item — Tool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.
  • Delete Envelope Recipient — Tool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.
  • Delete Folder — Tool to permanently delete a folder. Use when you need to remove a folder from Documenso. The deletion is irreversible and will remove all associated data.
  • Delete Template — Permanently delete a template by its ID. Use this action when you need to remove an existing document template from your Documenso account. The deletion is irreversible. Returns success=true with HTTP 200 if deleted, or
  • Delete Template Direct Link — Delete a direct link for a template. Use this action when you need to remove public direct access to a template.
  • Delete Template Recipient — Tool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.
  • Delete Template V2 — Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.
  • Distribute Document V2 — Tool to distribute a document for signing. Use when you need to send a DRAFT document to recipients for the first time. The document must have recipients with signature fields configured before distribution. For re-sendi
  • Distribute Envelope — Tool to distribute an envelope to recipients for signing. Use when you need to send an envelope to recipients for the first time. The envelope must have recipients with required signature fields configured before distrib
  • Download Envelope Item — Download an envelope item as PDF. Use this to retrieve the original or signed version of a document within an envelope. The \
  • Download Signed Document — Download a completed/signed document as PDF. Use this to retrieve the finalized PDF after all recipients have signed. Important: Only documents with status 'COMPLETED' can be downloaded successfully; attempting to downlo
  • Duplicate Document V2 — Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
  • Duplicate Envelope V2 — Tool to duplicate an envelope with all its settings. Use when you need to create an exact copy of an existing envelope including recipients, fields, and configuration.
  • Duplicate Template — Tool to duplicate a template with all its settings. Use when you need to create an exact copy of an existing template including fields, recipients, and configuration.
  • Find Documents — Find documents based on search criteria with filtering and pagination. Use when searching for documents by title, status, template, folder, or source. Supports pagination for retrieving large result sets efficiently.
  • Find Documents V2 — Retrieve a paginated list of documents with optional filtering and sorting. Use this action to list documents, search by title, or filter by status (DRAFT, PENDING, COMPLETED). Commonly used to obtain document IDs for su

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