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Document & File Management

Connect Docusign to Sortment

Connect Docusign to Sortment so its AI agents can use 335 Docusign actions in your lifecycle programs, from audiences and campaigns to reporting.

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Actions
335
Triggers
20
Authentication
OAuth2
Category
Document & File Management

What Sortment's agents can do in Docusign

36 of 335 actions shown.

  • Add contacts to contacts list
  • Add Email Overrides To Envelope
  • Add envelope attachments
  • Add existing brand to group
  • Add file to workspace
  • Add members to signing group
  • Add new users to a specified account
  • Addorupdateaccountstamps
  • Add or update user custom settings
  • Addorupdateusersignature
  • Add part to chunked upload
  • Add step to envelope workflow
  • Add templates to document in envelope
  • Add templates to envelope
  • Add user signature and initials images
  • Add users to existing group
  • Apply action to bulk send envelopes
  • Changeusersinaccount
  • Closeusersinaccount
  • Commit chunked upload for envelopes
  • Configure cloud storage redirect url
  • Create account custom field
  • Create a collaborative workspace
  • Create BCC Email Archive Configuration
  • Create brand profiles for account
  • Create bulk send request
  • Create bulk send test request
  • Create connect configuration for account
  • Create custom document fields in envelope
  • Create custom fields for envelope
  • Create custom fields in template document
  • Createcustomtabwithproperties
  • Create Document Responsive HTML Preview
  • Create Envelope From Template
  • Creategroupsforaccount
  • Createidproofresourcetokenforrecipient

How it works

  1. 1

    Connect

    Connect it in Settings › Connectors. Most tools take one click to authorise.

  2. 2

    Put agents to work

    Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.

  3. 3

    Approve and measure

    You review every change before it goes live, and Sortment measures the lift.

Related integrations

All integrations

See Sortment work with Docusign.

Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.

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No migration · Works alongside your existing stack