Docusign integration
Electronic Signature and Agreement Cloud.
What your agents can do with Docusign
5 pre-built Docusign tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Download Documents
Download the documents of an envelope to the /tmp directory.
Create Signature Request
Creates a signature request from a template.
Create Draft
Create and send an envelope, or create a draft envelope.
Triggers (2)
New Change in Envelope Status
Emit new event when an envelope's status is updated.
New Folder
Emit new event when a new folder is created.
Set up Docusign in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Docusign account
In Relevance AI, open Integrations and add Docusign. You will be sent to Docusign to sign in and approve access, and the connection is stored against your workspace.
Use Docusign in an agent
Create a tool, add a Docusign tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Docusign to work in your agents
Connect Docusign alongside 1,800+ other integrations and let your agents run the busywork.