DocuSign Integration — Automate DocuSign with AI on Beauto

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

Category: signatures, documents · 335 actions available

What you can automate with DocuSign

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

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

DocuSign actions Beauto supports

  • Add contacts to contacts list — Adds multiple contacts to a user's contacts list in DocuSign. This endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-spe
  • Add Email Overrides To Envelope — Adds or modifies email override settings for a specific DocuSign envelope, allowing customization of the reply-to email address and name, as well as BCC email addresses for archiving purposes. This endpoint should be use
  • Add envelope attachments — Adds one or more envelope attachments to a draft or in-process envelope in DocuSign. This endpoint allows developers to include additional files with an envelope that are not converted to PDF and are only accessible thro
  • Add existing brand to group — This endpoint adds one or more existing brands to a specified group in DocuSign. It allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. The endpoin
  • Add file to workspace — This endpoint adds a file to a specific folder within a DocuSign workspace. It allows users to upload and organize files in their DocuSign account, enabling better document management and collaboration. The method should
  • Add members to signing group — This endpoint adds one or more new members to a specified signing group within a DocuSign account. Signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on
  • Add new users to a specified account — This endpoint adds new users to a specified DocuSign account, allowing bulk creation of up to 500 users in a single call. It's ideal for quickly setting up multiple users with customized permissions and settings. The end
  • Addorupdateaccountstamps — Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents. This action supports creating new stamps or updating existing one
  • Add or update user custom settings — Adds or updates custom user settings for a specified DocuSign user. This endpoint allows for flexible storage and retrieval of user-specific information that can be used in your own system, separate from standard DocuSig
  • Addorupdateusersignature — This endpoint allows you to add or update a user's signature in DocuSign. It provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details. Use this endpoint
  • Add part to chunked upload — Adds a chunk or part to an existing chunked upload in DocuSign. This endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits. It should be used after ini
  • Add step to envelope workflow — This endpoint adds a new step to an existing envelope's workflow in DocuSign. It allows for the configuration of complex workflow rules, including delayed routing, conditional recipients, and specific actions based on en
  • Add templates to document in envelope — This endpoint adds pre-configured templates to a specific document within an existing envelope in DocuSign. It allows you to apply standardized content, such as tabs and anchor text, from templates to documents, streamli
  • Add templates to envelope — This endpoint adds templates to an existing DocuSign envelope. It's used to apply pre-defined document templates, including content and settings, to standardize workflows. The operation can affect existing recipients bas
  • Add user signature and initials images — Add or update a user's signature and initials images in DocuSign. This action creates default signature images based on the user's name and a DocuSign font style. When using JSON content type (as this action does), DocuS
  • Add users to existing group — Adds one or more existing DocuSign users to an existing group within a specified account. This endpoint is used to manage group memberships by adding users to a predefined group. It requires the account ID and group ID a
  • Apply action to bulk send envelopes — This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified DocuSign bulk send batch. It's designed for managing large-scale document signing processes efficiently,
  • Changeusersinaccount — This endpoint allows you to update information for one or more users within a DocuSign account. It is used to modify various user attributes such as personal information, settings, permissions, and notification preferenc
  • Closeusersinaccount — Closes one or more users in a DocuSign account, preventing them from accessing account features without permanently deleting them. This endpoint is useful for temporarily disabling user access, such as when an employee i
  • Commit chunked upload for envelopes — This endpoint commits a chunked upload in DocuSign, finalizing the upload process and preparing the uploaded content for use in other API calls. It should be used after all parts of a large document have been uploaded us
  • Configure cloud storage redirect url — Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign. This action sets up the authentication flow between Do
  • Create account custom field — Creates a new custom field at the account level in DocuSign, making it available for all new envelopes associated with the account. This endpoint enables account administrators to define custom fields for enhanced envelo
  • Create a collaborative workspace — Creates a new collaborative workspace in DocuSign for document management and team collaboration. A workspace provides a centralized area for file sharing and collaborative work on agreements. Use this when setting up a
  • Create BCC Email Archive Configuration — Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. This endpoint allows you to set up a BCC email address that will receive copies of all DocuSign
  • Create brand profiles for account — Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements. This action allows you to define brand properties such as
  • Create bulk send request — Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. This is ideal for large-scale document distribution scenarios such as sending contracts
  • Create bulk send test request — This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature. It performs comprehensive checks on envelope state, r
  • Create connect configuration for account — This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. It allows users to set up real-time updates for eSignature workflow
  • Create custom document fields in envelope — Creates custom document fields in an existing envelope document within DocuSign. This endpoint allows you to add metadata to specific documents in an envelope, which can be used for tracking, sorting, and reporting purpo
  • Create custom fields for envelope — This endpoint allows you to create or update custom fields for a specific DocuSign envelope. It is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and oth
  • Create custom fields in template document — Creates custom document fields in an existing template document within DocuSign. This endpoint allows users to add metadata to specific documents in a template, enhancing document management and workflow customization. I
  • Createcustomtabwithproperties — Creates a custom tab with pre-defined properties for use in DocuSign envelopes. This endpoint allows users to define reusable tab types with specific configurations such as font styles, validation patterns, and positioni
  • Create Document Responsive HTML Preview — Creates a responsive HTML preview for a specific document in an envelope. Generates a mobile-friendly preview showing how the document renders on different devices. Useful for testing smart sections, collapsible content,
  • Create Envelope From Template — Creates a signing envelope from a pre-existing DocuSign template. This action maps specific recipients to template roles and creates an envelope, either as a draft (status='created') or sent immediately (status='sent').
  • Creategroupsforaccount — Creates one or more groups for a specified DocuSign account. This endpoint is used for managing user access and permissions by organizing users into groups. Groups can be associated with permission profiles to streamline
  • Createidproofresourcetokenforrecipient — Generates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API. **Requirements:** Recipient must have completed identity verification (phone auth, ID scan, etc.) during
  • Createnewaccountpermissionprofile — This endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups. It allows administrators to establish role-based access control within their DocuSign environm
  • Create Notary Jurisdiction — Registers a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.S. state. A user can only have ONE jurisdiction at a time. Required fields: commissionExpiration (MM/DD/YY
  • Createorupdateuserauthorizations — Creates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user. Grants permissions like Send, Manage, Sign, or Edit. Requirements: principal must be authentica
  • Create Preview of Responsive HTML — Creates a preview of the responsive HTML version of a specific template document in DocuSign. This endpoint allows users to visualize how a PDF document will be converted to responsive HTML across various device types be

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