How do I connect Docusign to Operator?

Connecting Docusign is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Docusign and you never reauthorize by hand.

Can my agent work with my files in Docusign?

Yes. It can create, read, update, and organize documents and files, and pull one back when you ask. Use it to file new documents in the right place, search for something across your account, or keep Docusign tidy without doing it by hand.

Do I need to write code or manage Docusign API keys?

No. Operator manages the Docusign connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Docusign together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Docusign and tools like Google Drive, Google Docs, Dropbox in one job, reading from one and acting in another without you wiring anything between them.

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Connect Docusign to OpenClaw on Operator.io

Docusign is a digital agreement platform for sending, signing, and managing documents online. It streamlines electronic signatures and automates contract workflows for businesses.

Document & File Management335 actions

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Automate Docusign with AI

Your OpenClaw agent lives on Operator and treats Docusign as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 335 Docusign actions to run, then runs them.

Your agent reaches Docusign directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Docusign

Your agent can call any of these Docusign actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

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-specific information...

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 used when you need t...

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 through the API. It's...

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 endpoint should be used...

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 be used when int...

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 behalf of the gr...

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 endpoint requires at...

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 ones by including th...

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 DocuSign account setting...

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 when you need to...

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 initiating a new chu...

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 envelope status or...

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, streamlining the process...

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 based on the 'preser...

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), DocuSign automatically...

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 as path parameters...

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, enabling users t...

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 preferences. The endpoint...

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 is on leave or has...

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 using the chunked u...

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 DocuSign and cloud...

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 envelope management and...

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 new project or te...

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 notifications fo...

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 company name, br...

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 to numerous clien...

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, recipients, tabs,...

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 workflows without the nee...

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 purposes. It's particu...

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 other downstream pro...

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. It is particularly...

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 positioning rules. Custom...

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, and responsive t...

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'). Prerequisites: -...

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 user management...

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 envelope signing....

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 environment. The profile...

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/YYYY format), commi...

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 authenticated user or calle...

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 before sending it f...

Create Preview of Responsive HTML in Envelope

Creates a preview of the responsive HTML versions of all documents in an envelope, allowing users to review how PDF documents will appear as responsive HTML across different device types before sending. This endpoint is particularly usef...

Create Recipient Manual Review Link

Creates a URL for manually reviewing a recipient's identity in DocuSign. This endpoint is used when automatic identity verification has failed and manual review is required. It returns a URL that allows the sender to access a page for ma...

Createrecipientpreviewforenvelope

Creates a URL for previewing the recipient's view of a draft envelope or template. This endpoint allows senders to simulate the recipient's experience by generating an embeddable preview URL. It's useful for verifying the appearance and...

Create Recipient View URL

Creates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app. This endpoint is specifically used for envelopes in the 'sent' status and generates a temporary URL t...

Create sender view url for envelope

Creates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application. This endpoint is crucial for integrating envelope sending functionality, allowing users to prepare and send e...

Create signing group

Creates one or more signing groups in a DocuSign account. This endpoint allows account administrators to set up predefined groups of recipients for document signing. Multiple signing groups can be created in a single API call, enhancing...

Create Template Custom Fields

Creates custom fields on a DocuSign template to capture additional metadata. Custom fields allow you to: - Add dropdown lists (listCustomFields) where senders select from predefined options - Add text fields (textCustomFields) where send...

Create template recipient preview url

Generate a preview URL showing how a template will appear to recipients. This action creates an embeddable URL that displays a template from the recipient's perspective, allowing senders to verify the signing experience before sending th...

Plus 287 more Docusign actions your agent can call.

How to connect Docusign

You authorize Docusign once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Docusign without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Docusign

How do I connect Docusign to Operator?: Connecting Docusign is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Docusign and you never reauthorize by hand.
Can my agent work with my files in Docusign?: Yes. It can create, read, update, and organize documents and files, and pull one back when you ask. Use it to file new documents in the right place, search for something across your account, or keep Docusign tidy without doing it by hand.
Do I need to write code or manage Docusign API keys?: No. Operator manages the Docusign connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Docusign together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Docusign and tools like Google Drive, Google Docs, Dropbox in one job, reading from one and acting in another without you wiring anything between them.