Electronic Signature and Agreement Cloud
13 actions Leo can use in the apps and agents it builds for you: 6 that read Docusign data, 7 that create or update it.
List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement.
Docs ↗Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for Get Envelope, List Recipients, List Documents, Send Envelope, Void Envelope, or Create Recipient View.
Docs ↗List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document.
Docs ↗List the DocuSign accounts available to the connected user. Use this to find the Account ID required by other actions when the connected user belongs to more than one account.
Docs ↗Get details for a DocuSign envelope by ID. Use List Envelopes first if you need to find an envelope ID.
Docs ↗Download the documents of an envelope to the /tmp directory. See the documentation here
Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it.
Docs ↗Send an existing draft DocuSign envelope by updating its status to sent. Use this after Create Envelope or Create Envelope From File, or any workflow that creates an envelope with status created.
Creates a signature request from a template See the docs here
Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId.
Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use Create Envelope From File.
Docs ↗Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use Create Recipient View with the same value.
Create and send an envelope, or create a draft envelope. See the documentation here
Leo connects Docusign to the ERP your business already runs on: the records it reads in Docusign land in your ERP, and what changes in the ERP flows back.
Authorize Docusign once, in a couple of clicks. Leo only gets the permissions you grant.
In plain language: the dashboard, portal or agent you want across Docusign and your ERP. No code, no mapping spreadsheets.
Leo builds it, you review, it goes live. Agents run on a schedule or on events, under the guardrails you set.
