22 available actions

What your AI agent can do in DocuSeal

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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get SubmissionTool to retrieve detailed information about a specific submission.
Get Submission DocumentsTool to retrieve documents for a submission.
Create SubmissionTool to create signature requests (submissions) from an existing document template and send them to submitters.
Create Submission From DOCXTool to create a one-off submission (signature request) from a DOCX document with dynamic content variables.
Update SubmitterTool 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.
Update TemplateTool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it.

Browse all 22 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 7 actionsHide actions

Get SubmissionTool to retrieve detailed information about a specific submission.
Get Submission DocumentsTool to retrieve documents for a submission.
Get SubmitterTool to retrieve detailed information about a submitter by ID.
Get TemplateTool to retrieve details of a specific template by its unique identifier.
List SubmissionsList document submissions with filtering and cursor-based pagination.
List SubmittersRetrieve a paginated list of submitters with optional filtering.
List Templates (Enhanced)Tool to retrieve a list of available document templates with pagination and filtering.

Create & communicateCreate records or send supported messagesView 8 actionsHide actions

Create SubmissionTool to create signature requests (submissions) from an existing document template and send them to submitters.
Create Submission From DOCXTool to create a one-off submission (signature request) from a DOCX document with dynamic content variables.
Create Submission From HTMLTool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form.
Create Submission From PDFTool to create a one-off submission (signature request) from a PDF file.
Create Submissions From EmailsTool to create submissions for a document template and send them to specified email addresses.
Create Template from DOCXTool to create a fillable document template from a Microsoft Word DOCX file.
Create Template from HTMLTool to create a fillable document template from HTML content with pre-defined fields.
Create Template From PDFTool to create a fillable document template from a PDF file.

Update & manageChange and manage existing recordsView 6 actionsHide actions

Archive SubmissionTool to archive a submission by its unique identifier.
Archive TemplateTool to archive a specific template by its unique identifier.
Merge TemplatesMerge multiple DocuSeal templates into a single combined template.
Update SubmitterTool 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.
Update TemplateTool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it.
Update Template DocumentsTool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Clone Template (v2)Tool to clone an existing template into a new template with optional custom name, folder, and external_id.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect DocuSeal

How does the agent connect to DocuSeal?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in DocuSeal?

The page above lists the 22 actions currently available through the DocuSeal connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is DocuSeal included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until DocuSeal is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put DocuSeal to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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