DocuSeal Integration — Automate DocuSeal with AI on Beauto
DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.
Category: signatures, documents · 22 actions available
What you can automate with DocuSeal
Beauto connects DocuSeal with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from DocuSeal events, enrich DocuSeal data with AI, or sync DocuSeal with the rest of your stack — without writing code.
- Sync DocuSeal data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new DocuSeal events and route the output anywhere
- Schedule recurring DocuSeal tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
DocuSeal actions Beauto supports
- Archive Submission — Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.
- Archive Template — Tool to archive a specific template by its unique identifier. Use after verifying the template ID.
- Clone Template (v2) — Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.
- Create Submission — Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Sup
- Create Submission From DOCX — Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;t
- Create Submission From HTML — Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creat
- Create Submission From PDF — Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields
- Create Submissions From Emails — Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique s
- Create Template from DOCX — Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.
- Create Template from HTML — Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elem
- Create Template From PDF — Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specif
- Get Submission — Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.
- Get Submission Documents — Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.
- Get Submitter — Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.
- Get Template — Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.
- List Submissions — List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or ph
- List Submitters — Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large re
- List Templates (Enhanced) — Tool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.
- Merge Templates — Merge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document
- Update Submitter — Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend request
- Update Template — Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.
- Update Template Documents — Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.