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Envelope Sent

Triggers when an envelope is sent to recipients.

Envelope Completed

Triggers when all recipients have completed their actions on an envelope (fully signed).

Envelope Declined

Triggers when a recipient declines to sign an envelope.

Envelope Voided

Triggers when an envelope is voided by the sender.

Envelope Delivered

Triggers when all recipients have viewed the envelope documents.

Recipient Completed

Triggers when a recipient has signed or completed their actions on an envelope.

Recipient Declined

Triggers when a recipient declines to sign an envelope.

Recipient Sent

Triggers when a notification that it is their turn to sign was sent to a recipient.

Envelope Status Updated

Triggers when an envelope status changes (sent, completed, voided, or declined). Polls for recently changed envelopes.

• 1 parameters
• Status

Create Signature Request

Creates and sends a signature request using a template. The envelope is sent immediately to the specified recipients.

• 4 parameters
• Template
• Email Subject
• Email Message
• Brand

Create Draft Signature Request

Creates a draft signature request using a template. The envelope is not sent until manually triggered from DocuSign.

• 3 parameters
• Template
• Email Subject
• Email Message

Send Envelope Using Template

Sends an envelope signature request using a template with full recipient and tab customization.

• 4 parameters
• Template
• Email Subject
• Email Message
• Brand

Void Envelope

Voids an existing in-progress envelope, preventing recipients from signing.

• 2 parameters
• Envelope
• Void Reason

Download Envelope Document

Downloads a document from an envelope as a file.

• 2 parameters
• Envelope ID
• Document ID

Create Bulk Send List

Creates a new bulk send list with recipients for sending envelopes in bulk.

• 4 parameters
• List Name
• Role Name
• Recipient Name
• Recipient Email

Add to Bulk Send List

Adds new recipients to an existing bulk send list.

• 4 parameters
• Bulk Send List
• Role Name
• Recipient Name
• Recipient Email

Bulk Send Envelope From Template

Sends an envelope to all recipients in a bulk send list using a template.

• 2 parameters
• Bulk Send List
• Template

Find Envelope

Finds an envelope by its ID and returns its details and status.

• 1 parameters
• Envelope ID

Find Envelope Documents

Retrieves a list of documents associated with an envelope.

• 1 parameters
• Envelope ID

Find Template

Finds a template by name.

• 1 parameters
• Template Name

Find Template Documents

Retrieves a list of documents associated with a template.

• 1 parameters
• Template

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.