Document & File Management

Connect Docusign to Sortment

Connect Docusign to Sortment so its AI agents can read, create and store the files, reports and assets your campaigns use. You approve every change.

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Actions: 335
Triggers: 20
Authentication: OAuth2
Category: Document & File Management

What Sortment's agents can do in Docusign

335 actions. The ones lifecycle programs use most are shown first.

Add contacts to contacts list
Add Email Overrides To Envelope
Add members to signing group
Add new users to a specified account
Add or update user custom settings
Add user signature and initials images
Add users to existing group
Create account custom field
Create BCC Email Archive Configuration
Create brand profiles for account
Create connect configuration for account
Create User Authorization For Agent User
Post payment to invoice
Update account password rules
Update account stamp by id
Update account watermark information
Update Account Watermark Preview
Update billing plan for account
Update contacts information
Update custom tab information for account
Update user account settings
Update User Authorization Dates
Update user information for specified user
Update user profile image
Update user signature by id
Add envelope attachments
Add existing brand to group
Add file to workspace
Add part to chunked upload
Add step to envelope workflow
Add templates to document in envelope
Add templates to envelope
Create a collaborative workspace
Create bulk send request
Create bulk send test request
Create custom document fields in envelope

Show all 335 actions

Create custom fields for envelope
Create custom fields in template document
Create Document Responsive HTML Preview
Create Envelope From Template
Create Notary Jurisdiction
Create Preview of Responsive HTML
Create Preview of Responsive HTML in Envelope
Create Recipient Manual Review Link
Create Recipient View URL
Create sender view url for envelope
Create signing group
Create Template Custom Fields
Create template recipient preview url
Create Template Responsive HTML Preview
Create Template Workflow Step
Generate Recipient Shared View URL
Send Envelope
Update Bulk Send Batch Name
Update connect oauth configuration
Update custom fields in envelope document
Update docusign connect configuration
Update electronic record disclosure
Update envelope attachment
Update envelope custom fields
Update Envelope DocGen Form Fields
Update envelope notification settings
Update envelope scheduled sending rules
Update envelope workflow definition
Update envelope workflow step
Update group information
Update notary jurisdiction info
Update signing group details
Update template custom fields
Update Template Delayed Routing Rules
Update template document custom fields
Update Template Doc Visibility
Update template lock information
Update template notification settings
Update Template Recipient Document Visibility
Update workflow step for template
Update workspace item metadata
Fetch Recipient Names For Email
Get account billing charges list
Get account password rules
Get account stamp image
Get Agent User Authorizations
Get bcc email archive configurations
Get BCC Email Archive History
Get bulk send lists information
Get docusign account contacts
Get Downgrade Plan Info For Account
Get members of a signing group
Get Notary User Settings
Get Permission Profile for Account
Get unsupported file types list
Get user authorization details
Get user cloud storage provider configuration
Get user information by id
Get users in group
Get Watermark Details for Account
Get Account Templates
List billing invoices
List brands for account
List Account Custom Fields
List Envelope Attachments By Envelope Id
Get OAuth User Info
List past due invoices
List registered notary jurisdictions
List users for account
List workspaces
Retrieve Account Billing Plan
Retrieve Account Envelope Purge Config
Retrieve Account Favorite Templates
Retrieve Account Provisioning Info
Retrieve Account Seal Providers
Retrieve billing invoice
Retrieve billing payment info
Retrieve Envelope Audit Events
Retrieve Envelope Email Overrides
Retrieve payment information list
Retrieve user account settings
Retrieve user initials image for envelopes
Retrieve User Profile Image
Retrieve user profile information
Retrieve user signature definitions
Retrieve user signature information
Set envelope purge config for account
Set shared access for users and templates
Set signature image for no account signer
Set templates as account favorites
Set User Signature Image
Get brand logo by type
Get brands information for group
Get bulk send batch status
Get Electronic Disclosure for Recipient
Get Envelope
Get Envelope DocGen Form Fields
Get Envelope Document Fields
Get envelope lock information
Get Envelope Notification Defaults
Get notary journals
Get Notary Jurisdiction Object
Get Original HTML Definition for Template
Get PDF Transcript of Envelope Comments
Get powerform senders
Get Recipient Document Visibility
Get request logging log file
Get Request Logs
Get Request Log Settings
Get Resource Information
Get Service Information
Get signature information for recipient
Get signing group information
Get specific brand resource file
Get Template
Get template delayed routing rules
Get Template Document HTML Definition
Get template lock information
Get template notification information
Get template recipient document visibility
Get template scheduled sending settings
Get templates for envelope document
Get templates used in envelope
Get URL for Embedding DocuSign UI
Get Workflow Step for Envelope
Get workspace file
Get workspace folder contents
Retrieve chunked upload metadata
Retrieve cloud storage provider configuration
Retrieve connect failure logs
Retrieve connect log entry
Retrieve connect logs
Retrieve Connect OAuth Configuration
Retrieve Credit Card Info
Retrieve custom fields for envelope
Retrieve default disclosure for envelope
Retrieve Envelope Attachment
Retrieve Envelope Document HTML Definition
Retrieve Envelope Notification Details
Retrieve pdf from specified template
Retrieve signer signature image information
Retrieve Template Document Page Images
Retrieve template page image
Get Envelope Scheduled Sending Rules
Set initials image for accountless signer
Set up connect oauth configuration
Modify Account Notification Settings
Modify tab settings for account
Return all connect service users
Return Brand Resource Metadata For Account
Return users from connect service
Addorupdateaccountstamps
Addorupdateusersignature
Apply action to bulk send envelopes
Changeusersinaccount
Closeusersinaccount
Commit chunked upload for envelopes
Configure cloud storage redirect url
Createcustomtabwithproperties
Creategroupsforaccount
Createidproofresourcetokenforrecipient
Createnewaccountpermissionprofile
Createorupdateuserauthorizations
Createrecipientpreviewforenvelope
Createurlfortemplateeditview
Deletecustomdocumentfieldsfromtemplate
Deletemultiplecontactsfromaccount
Deletetemplatefromenvelopedocument
Deleteuserauthforcloudstorageproviders
Deleteuserauthorizations
Deleteusergroup
Exportbrandtoxmlfile
Generateeditviewurlforenvelope
Generateenvelopecorrectionurl
Getelectronicrecordandsignaturedisclosure
Getenoteintegrationsettings
Getenvelopeworkflowdefinition
Getenvelopeworkflowdelayedroutingdefinition
Getgroupsinformationforaccount
Getlistofaccountpermissionprofiles
Getpageimagefromenvelope
Getspecifiedaccountstampinfo
Getsupportedlanguagesforrecipients
Gettabsettingsforaccount
Getuserauthorizationsforprincipal
Initiate new chunked upload
Listbulksendbatchsummaries
Listcloudstorageitems
Listpaymentgatewayaccountsinfo
Listsignatureprovidersforaccount
Listworkspacefilepages
Lock an envelope for editing
Lock Template for Editing
Purchase additional envelopes
Queue downgrade billing plan request
Registercurrentuserasnotary
Removegroupsharingpermissionsfortemplate
Republish connect data for envelope
Republish connect info for envelopes
Retrieveaccountbrandinformation
Retrieveaccountinformationforspecifiedaccount
Retrieveaccountsettingsinformation
Retrieveaccountsigninggroups
Retrieveaccountverificationworkflows
Retrieveallaccounttabs
Retrieveavailableaccountstamps
Retrieveconnectconfigurationdetails
Retrieveconnectconfigurations
Retrievecustomfieldsfortemplate
Retrievecustomtabinformation
Retrievecustomusersettings
Retrieveenvelopedocuments
Retrieveitemsincloudstoragefolder
Retrievelistofbillingplans
Retrievepowerformdataentries
Retrievepropertiesaboutworkspace
Retrieveshareditemstatusforusers
Retrievetemplatecustomfields
Retrieveusersignatureimage
Retrieveworkflowstepfortemplate
Return Envelope Tab Data For Existing Envelope
Returns document page images based on input
Return Template Workflow Definition
Revokeenvelopecorrectionurl
Rotate page image for envelope
Rotate Template Page Image
Submit batch historical envelopes to webhook
Toggle api request logging
Updateaccountbrandsettings
Updateaccountcustomfield
Updateaccountsettings
Updateaccountstamps
Updatedocumentvisibilityrecipients
Updateenoteintegrationconfig
Updateenvelopedelayedroutingrules
Updateenvelopeemailsettings
Updatelockforenvelope
Updatepermissionprofilesettings
Updaterecipientdocumentvisibility
Updatesigninggroupnames
Updatetemplatescheduledsendingrules
Updatetemplateworkflowdefinition
Updateusernotaryinformation
Updateuserprofileinformation
Updateworkspaceinformation
Delete account brand
Delete account custom field
Delete account permission profile
Delete account stamp
Delete bcc email archive configuration
Delete brand profiles
Delete contact from account
Delete custom user settings
Delete Envelope Email Settings
Delete members from signing group
Delete specified account
Delete stamp image for account
Delete user authorization
Delete user cloud storage authentication
Delete user initials or signature image
Delete user profile image
Delete users from group
Remove bulk send list
Remove user signature information
Delete Brand from Group
Delete Brand Logo By Type
Delete chunked upload
Delete connect configuration
Delete connect failure log entry
Delete Connect Log Entries
Delete connect oauth configuration
Delete custom document fields
Delete custom fields in template
Delete custom tab information
Delete Delayed Routing Rule For Envelope Step
Delete delayed routing rules for template
Delete draft envelope attachments
Delete eNote Configuration
Delete Envelope Custom Fields
Delete Envelope Lock
Delete envelope scheduled sending rules
Delete envelope transfer rule
Delete envelope workflow definition
Delete envelope workflow step
Delete existing workspace logically
Delete notary jurisdiction
Delete one or more signing groups
Delete page from document in envelope
Delete page from template document
Delete powerform by id
Delete request log files
Delete scheduled sending rules
Delete signature for captive recipients
Delete specific connect log entry
Delete template lock
Delete template workflow step
Delete workflow definition for template
Delete workspace files or folders
Remove Templates From Favorites

How it works

1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
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
Approve and measure
You review every change before it goes live, and Sortment measures the lift.