Integrations

Supercharge Docusign with Relevance AI

DocuSign is a leading electronic signature platform that simplifies document signing and management. With Relevance AI, you can elevate your document workflows by incorporating AI-driven insights and automation.

Give your AI Agents Docusign Superpowers

DocuSign streamlines the electronic signing process, while Relevance AI empowers you to automate and optimize these workflows with AI Agents that can adapt and respond to your needs.

Document Intelligence Mastery

AI agent gains advanced capabilities to analyze, classify, and process complex documents with DocuSign's robust document management system

Workflow Orchestration

Agent seamlessly coordinates multi-step document processes, automating routing and approval sequences across organizations

Integration Synthesis

Seamlessly connects multiple systems and data sources through DocuSign's API to create unified document workflows

Tools

Equip AI Agents with the Docusign Tools they need

Relevance AI integrates seamlessly with DocuSign to enhance your document signing workflows with intelligent automation.

Docusign - Download Documents
Downloads envelope documents from DocuSign in various formats including combined PDF, ZIP archive, certificate PDF, or portfolio PDF, saving them to a temporary directory
Docusign Developer - Create Signature Request
Creates electronic signature requests using the DocuSign Developer API, allowing developers to programmatically send documents for signing with customizable email subjects and messages
Docusign Developer - Create Signature Request
Creates electronic signature requests using the DocuSign Developer API, allowing developers to programmatically send documents for signing with customizable email subjects and messages
Docusign - Create Draft
Generates draft envelope documents in DocuSign using templates, enabling users to prepare signature requests without sending them immediately
Docusign - Create Signature Request
Initiates electronic signature requests through DocuSign, allowing users to send template-based documents for signing with customizable email notifications
Name
Docusign API Call
Description
Make an authorized request to a Docusign API
Parameters
["OAuth account authentication", "HTTP method selection (GET, POST, PUT, DELETE, PATCH)", "Custom request path", "Request body configuration", "Custom header support"]
Use Case
A legal firm automates their contract workflow by using the Docusign API Call to programmatically send signature requests and track document status, reducing manual processing time by 75% and ensuring real-time visibility into contract completion stages.
Quick Start

Connect Docusign to Relevance AI in minutes

Security & Reliability

This integration enables seamless electronic document signing and management workflows between DocuSign and Relevance AI. Key benefits include automated signature request creation and management, document download and storage capabilities, template-based document processing, and OAuth-based secure authentication.

To get started, ensure you have the required accounts and credentials, including a DocuSign account with API access and a Relevance AI account with an API key. Your environment should meet the system requirements, including Node.js v12 or higher and HTTPS enabled.

Installation is straightforward: install the Relevance AI client using npm, configure your OAuth credentials, and initialize the integration with your project ID and API key.

For a quick start, you can create a signature request by defining the necessary parameters and calling the appropriate transform method. The expected response will include the envelope ID and status of the request.

Downloading documents is equally simple; just specify the envelope ID and desired download type, and you’ll receive the documents as needed.

In case of issues, common errors include authentication errors, template access issues, API rate limiting, and document download failures. Solutions are provided for each scenario to help you troubleshoot effectively.

Implementing best practices such as error handling and status monitoring will ensure your integration runs smoothly. For further assistance, consult the DocuSign API Documentation or reach out to Relevance AI support.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the DocuSign + Relevance AI integration without writing code:
  • Start with a clear DocuSign template: Ensure your templates are well-defined with appropriate fields and settings for smooth processing.
  • Utilize automated workflows: Leverage Relevance AI's capabilities to automate signature requests and document management for efficiency.
  • Verify OAuth credentials: Double-check your OAuth account ID and ensure all necessary permissions are granted during setup.
  • Test with sample documents: Use test envelopes and documents to validate your integration before deploying it in a live environment.
  • Monitor envelope statuses: Regularly check the status of your signature requests to ensure timely follow-ups and avoid delays.