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Integration · Electronic signature

DocuSign in Skyller.

Track what was sent for signature and what is still pending. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.

Actions and events

DocuSign

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

Actions
335
Events
0
Composio catalog
Sign in to the service account
Global — no specific country
re-read from the vendor every 24 hours
www.docusign.com

335 ACTIONS

published by the vendor; the company enables only the necessary ones

0 EVENTS

triggers the system can send, when the vendor offers them

SIGN IN TO THE SERVICE ACCOUNT

each person signs in with their own credential, encrypted

APPROVAL BY RISK

sensitive actions show a card before running

Live proof

One request, two real DocuSign actions and one approval.

The scene uses actions the vendor publishes for DocuSign. In your company, only the functions turned on by the administrator come into play.

  1. Input

    A team member asks, in the conversation, for something that today requires opening DocuSign — inside their area's space, with their login.

  2. What Skyller does

    1. 01Picks, among the enabled functions, the action “Get Envelope” and queries DocuSign with the person's own credential.
    2. 02If the request requires writing — for example, “Create Envelope From Template” —, shows the card with what it is about to do and waits for Approve.
    3. 03Returns the result in the conversation and records who asked, which action was used and when.
  3. Result

    DocuSign stops being an open tab and starts answering inside the conversation — through the functions your company enabled.

Skyller · DocuSign
Skyller - AI AssistantDocuSign

Check the previous envelope and prepare a new draft envelope for Aurora’s proposal.

Skyller is an AI and can make mistakes. Remember to check.

Responding

Demonstration · illustrative data

What this scene does not promise

  • Both actions come from the vendor's catalog; in your company only the functions turned on by the administrator are available.
  • If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
  • Being in this catalog does not mean being installed, with a valid login, working in your company.

Where this helps your work

DocuSign inside the conversation where the work happens.

Three common situations for people who use DocuSign every day. What Skyller does in each one depends on the functions your company turns on.

Tracking signatures

“Who has not signed the supplier contract yet?”

The person asks and Skyller queries DocuSign with their login and lists the pending envelopes and who still has to sign.

Pending items in the conversation

Sending

“Send the contract for the customer's signature.”

Sending for signature is a sensitive action: Skyller shows the card with document and signers and only sends it through DocuSign after Approve.

Sending with approval

Administering

“Checking status, yes. Cancelling an envelope, only with approval.”

The administrator turns on reading for the team and keeps cancellation restricted in DocuSign. Every call is recorded.

Only the enabled functions

Actions and events

What the vendor offers in DocuSign.

Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.

  • Add contacts to contacts list

    DOCUSIGN_ADD_CONTACTS_TO_CONTACTS_LIST

    Adds multiple contacts to a user's contacts list in DocuSign.

  • Add Email Overrides To Envelope

    DOCUSIGN_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.

  • Add envelope attachments

    DOCUSIGN_ADD_ENVELOPE_ATTACHMENTS

    Adds one or more envelope attachments to a draft or in-process envelope in DocuSign.

  • Add existing brand to group

    DOCUSIGN_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.

  • Add file to workspace

    DOCUSIGN_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.

  • Add members to signing group

    DOCUSIGN_ADD_MEMBERS_TO_SIGNING_GROUP

    This endpoint adds one or more new members to a specified signing group within a DocuSign account.

  • Add new users to a specified account

    DOCUSIGN_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.

  • Addorupdateaccountstamps

    DOCUSIGN_ADD_OR_UPDATE_ACCOUNT_STAMPS

    Add or update account-level stamps (Japanese Hanko-style stamps) in DocuSign. Stamps are pre-configured signature images that can be applied to documents.

  • Add or update user custom settings

    DOCUSIGN_ADD_OR_UPDATE_USER_CUSTOM_SETTINGS

    Adds or updates custom user settings for a specified DocuSign user.

  • Addorupdateusersignature

    DOCUSIGN_ADD_OR_UPDATE_USER_SIGNATURE

    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.

  • Add part to chunked upload

    DOCUSIGN_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.

  • Add step to envelope workflow

    DOCUSIGN_ADD_STEP_TO_ENVELOPE_WORKFLOW

    This endpoint adds a new step to an existing envelope's workflow in DocuSign.

Before you start

What your company needs to use DocuSign.

Login
Each person signs in to their own DocuSign account. Skyller guides the sign-in and stores the credential encrypted, visible only to the person who created it.
Who installs
An administrator connects DocuSign for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions
335 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan
Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.

Questions from the people who decide

Common doubts before connecting DocuSign.

Next step

Connect DocuSign and try it with your team.

Try it free with your team or book a demo: together we pick the DocuSign functions to enable and show the first approved action, with fictitious data.