DocuSeal for AI agents
Agents read DocuSeal at once. Changes and sends are held for a person's approval by default.
About 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.
What an agent can do in DocuSeal
Every DocuSeal action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in DocuSeal without asking first. 7 actions.
- Get SubmissionTool 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 DocumentsTool 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 docum
- Get SubmitterTool 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 TemplateTool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.
- List SubmissionsList 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 submitte
- List SubmittersRetrieve 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 - Pagin
- 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 14 actions.
- Archive SubmissionTool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.
- Archive TemplateTool 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 SubmissionTool 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
- Create Submission From DOCXTool 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
- 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. Use this when you want to create a signature request directly from HTML
- Create Submission From PDFTool 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 defi
- Create Submissions From EmailsTool 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 wil
- Create Template from DOCXTool 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.
- Merge TemplatesMerge 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
- 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. Use when you need to modify submitter informa
- Update TemplateTool 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.
Show all 14
- Update Template DocumentsTool 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.
- Create Template from HTMLTool 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
Changes wait in Needs you
Changes and sends in DocuSeal are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
DocuSeal questions
Can an agent change data in DocuSeal on its own?
Not by default. Changes and sends in DocuSeal are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in DocuSeal?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does DocuSeal connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.