DocuSign
List, inspect, and send DocuSign envelopes from workflows
DocuSign is an electronic signature platform for preparing, sending, signing, and tracking agreements. It is commonly used for contracts, approvals, onboarding packets, sales documents, and other signature-driven workflows.
In Gen6, the DocuSign integration allows agents and workflows to list envelopes, retrieve envelope details, and send envelopes from existing templates. This makes it possible to automate document routing while keeping signature execution inside DocuSign.
Usage Instructions
Connect a DocuSign account with OAuth, select the operation, and provide the required envelope or template fields. Sending from a template requires a template ID and template roles formatted as a JSON array.
Tools
docusign_list_envelopes
List envelopes for the connected DocuSign account. Use the optional fromDate field to limit results to envelopes created after a specific date.
docusign_get_envelope
Fetch details for a specific envelope by envelope ID.
docusign_send_envelope_from_template
Send or draft an envelope from a DocuSign template using template roles.
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
credential | string | Yes | Connected DocuSign OAuth credential |
fromDate | string | No | Filter envelopes created since a date |
envelopeId | string | For get envelope | Envelope identifier |
templateId | string | For template send | DocuSign template identifier |
templateRoles | array | For template send | Template role assignments |
emailSubject | string | No | Envelope email subject |
status | string | No | sent to send immediately or created to save as draft |
Output
| Parameter | Type | Description |
|---|---|---|
data | json | DocuSign response data |
Notes
- Category:
tools - Type:
docusign - Authentication: DocuSign OAuth