DocuSign

Lets an agent prepare, send, and track e-signature envelopes in DocuSign - build envelopes from documents or templates, manage recipients and signing links, and subscribe to envelope events.

What it can do

Method	What it does
docusign_list_envelopes	List envelopes; filter by status, date range, count, and pagination offset.
docusign_get_envelope	Get a single envelope by id.
docusign_create_envelope	Create an envelope (draft), or send immediately with status=sent.
docusign_update_envelope	Update a draft envelope.
docusign_delete_envelope	Delete a draft envelope.
docusign_send_envelope	Send a draft envelope (set status to sent).
docusign_void_envelope	Void (cancel) a sent envelope.
docusign_add_envelope_documents	Add documents to an existing envelope.
docusign_get_envelope_documents	List the documents in an envelope.
docusign_get_envelope_document	Download a single document (PDF) from an envelope.
docusign_get_envelope_recipients	List recipients and their signing status.
docusign_add_envelope_recipients	Add recipients to a draft envelope.
docusign_update_envelope_recipients	Update recipients in a draft envelope.
docusign_get_recipient_signing_link	Get an embedded signing URL for a recipient (valid 5 minutes).
docusign_list_templates	List account templates; optional search text and pagination.
docusign_get_template	Get a template's details.
docusign_create_envelope_from_template	Create an envelope from a template with role bindings.
docusign_add_tabs	Add signature, date, or text tabs to a document.
docusign_get_account	Get account profile and plan info.
docusign_list_connect_webhooks	List Connect webhook subscriptions.
docusign_create_connect_webhook	Create a Connect webhook for envelope events.
docusign_update_connect_webhook	Update a Connect webhook subscription.
docusign_delete_connect_webhook	Delete a Connect webhook subscription.

How to get credentials

DocuSign connects over OAuth - there is no token to copy or paste.

1. In FlyMyAI, add the DocuSign connector and click Connect.
2. You are redirected to DocuSign - sign in to your account.
3. Review the requested permissions and click Allow.
4. You return to FlyMyAI and the connection is ready to use.

FlyMyAI stores the access and refresh tokens for you and refreshes them automatically, so you never handle a key by hand.

Fields to fill in FlyMyAI

There is nothing to fill in - the OAuth flow sets every value below automatically.

FlyMyAI field	Where it comes from
DOCUSIGN_ACCESS_TOKEN	Set automatically by the DocuSign OAuth flow
DOCUSIGN_REFRESH_TOKEN	Set automatically by the DocuSign OAuth flow
DOCUSIGN_ACCOUNT_ID	Set automatically from your DocuSign account after consent
DOCUSIGN_BASE_URI	Set automatically from your DocuSign account after consent

❤️We love our partners - FlyMy.AI builds with the best. Thanks, DocuSign!