Sales & CRM
Send documents for signature and respond to Docusign events.
Agents can send documents and templates for signature, check unsigned envelopes, and download completed agreements. With Docusign triggers, an agent starts when an envelope or recipient changes, a template is saved, an elastic template is accepted, or a workflow finishes.
5,000 free credits to start.
Agent reach
Docusign eSignature, Click, Admin, Rooms, Workspaces, Web Forms, Workflow Builder, Agreement Manager, Connected Fields, and Monitor APIs
The full surface, searched at run time.
Connect with
- Your own OAuth app
Use an app from your Docusign account, with either a JWT grant or a sign-in. Add a Connect HMAC key for Connect events.
Event triggers
Yes · 5 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Docusign
Helios searches the Docusign eSignature, Click, Admin, Rooms, Workspaces, Web Forms, Workflow Builder, Agreement Manager, Connected Fields, and Monitor APIs at run time. The agent finds the endpoint the task needs and calls it.
- Call Docusign APIs with the connected user's permissions and the products enabled on the account.
- Send documents and templates for signature, with recipients, routing order, and custom fields.
- Check envelope status, see which recipients still have to sign, and download the signed documents.
- Resend envelopes, correct recipients, and void envelopes that went out by mistake.
- Manage templates, elastic templates, rooms, workspaces, and web forms, and start Workflow Builder workflows.
- With Admin access, manage the users, groups, and permission profiles of your Docusign organization.
- Start a run on supported Docusign Connect events, such as an envelope being sent or completed, a recipient signing, or a template changing.
Examples
Tasks you can hand to a Docusign agent
Record every signed contract
When an envelope completes, the agent marks the deal won and tells the team who signed.
When an order form is fully signed, mark the deal won and tell #sales.
- docusign·read the envelope, recipients, and custom fields
- attio·find the deal by its record ID
- attio·set the stage to Won
- slack·post the signers and signing date to #sales
Acme order form recorded
- Deal moved to Won with the signing date
- Signed by the customer and countersigned by finance
Chase unsigned envelopes
A scheduled agent finds envelopes that have waited too long, resends them, and reports who is holding them up.
Every morning, resend envelopes that have waited more than three days and list them in Slack.
- docusign·list envelopes sent more than three days ago
- docusign·resend the ones still waiting for a signer
- slack·post the list to #deal-desk
4 envelopes resent
- 2 waiting on the customer's legal team
- 1 waiting on our countersign
- 1 sent to an address that bounced
Send an agreement on request
Ask for an NDA or order form in plain words, and the agent fills the template's roles and sends it.
Send our mutual NDA to [email protected] and copy legal.
- docusign·find the Mutual NDA template
- docusign·fill the signer and copy roles and send
NDA sent to Jane Doe
- Signer: [email protected]
- Copy: [email protected]
Follow up on a declined envelope
When a recipient declines, the agent reads the reason and tells the owner what to fix.
When a contract is declined, send the reason to the owner in Slack.
- docusign·read the envelope and the decline reason
- slack·message the sender
Owner told about the decline
- Reason: the payment terms should be net 45
Event triggers
Start a run on Docusign events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
envelope.completed | Every recipient has signed, so an agent can record the agreement and update the deal. |
envelope.declined | A recipient declined to sign, so an agent can tell the owner and capture the reason. |
envelope.voided | The sender voided an envelope. Filter on the subject to watch one kind of agreement. |
recipient.completed | One recipient finished their part, such as the customer signing before the countersign. |
envelope.sent | An envelope went out, so an agent can log it against the right record. |
Works with
Docusign works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Docusign.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.