Connect DocuSeal to your AI agent
DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.
We set up the connection using your own DocuSeal account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in DocuSeal
Each one is a real action the agent can take on its own, the same things a person clicking around DocuSeal could do. Read-only by default; write actions are confirmed against your policy.
- Archive Submission Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.
- Archive Template Tool to archive a specific template by its unique identifier. Use after verifying the template ID.
- Clone Template (v2) Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.
- Create Submission Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Su…
- Create Submission From DOCX Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;…
- Create Submission From HTML Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first crea…
- Create Submission From PDF Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields…
- Create Submissions From Emails Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique…
- Create Template from DOCX Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.
- Create Template from HTML Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable ele…
- Create Template From PDF Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by speci…
- Get Submission Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.
- Get Submission Documents Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.
- Get Submitter Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.
- Get Template Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.
- List Submissions List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or p…
- List Submitters Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large r…
- List Templates (Enhanced) Tool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.
- Merge Templates Merge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document…
- Update Submitter Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend reques…
- Update Template Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.
- Update Template Documents Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.
Setup
How we connect it
- 1
Connect your account
You create a key in DocuSeal, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
DocuSeal questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions DocuSeal's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put DocuSeal to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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