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Docusign integration

Use Docusign in Zoft workflows, voice agents, chat agents and AI employees. Use Docusign from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withSigning Request Sent
  2. ZoftAgent or workflow decides what happens next
  3. Then in DocusignSend Document for Signing
  4. AndUpdate Signing Request
Illustrative flow built from Docusign’s real triggers and actions.

Zoft + Docusign

What Zoft can do with Docusign.

  • 01Voice agentsA phone agent can use Docusign actions such as Send Document for Signing and Update Signing Request during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Docusign while it talks to the customer.
  • 03WorkflowsStart a workflow when “Signing Request Sent” happens in Docusign, or use Docusign as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Docusign actions on its own, and ask for your approval before it sends or changes anything important.

Actions 8

Things Zoft can do in Docusign.

  • Download Document from Signing RequestDownload a document (or all documents) from a signing request as a file.
  • Get Signing Request DetailsLook up the full details of a signing request — status, recipients, and dates — using its ID.
  • Search Signing RequestsFind and list signing requests with optional filters like status, date range, or keyword.
  • Find Templates by NameSearch for reusable signing templates by name.
  • Update Signing RequestSend a draft, cancel, resend reminders, or edit the subject line on a signing request.
  • Custom API CallMake a custom API call to a specific endpoint
  • Send Document for SigningUpload a document and send it to one or more people to sign via DocuSign.
  • Get People on a Signing RequestGet the full list of people on a signing request — signers, viewers, and anyone copied.

Triggers 11

Events in Docusign that can start a workflow.

  • Signing Request SentTriggers when a signing request is emailed out to recipients for the first time.
  • Signing Email Sent to PersonTriggers when DocuSign sends the signing email to a specific person.
  • Signing Request CancelledTriggers when the sender cancels an in-progress signing request before everyone has signed.
  • Signing Request CreatedTriggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.
  • Signing RefusedTriggers when a recipient refuses to sign, stopping the signing process.
  • Document Fully SignedTriggers when everyone has completed their signature and the document is fully signed.
  • Signing Request Opened by AllTriggers when every recipient has opened and viewed the signing request at least once.
  • Person Refused to SignTriggers when a specific person refuses to sign the document.
  • Person Signed DocumentTriggers when a specific person completes their signature on the document.
  • Person Opened Signing RequestTriggers when a specific person opens and views the signing request.
Show all 11
  • Person Failed Identity CheckTriggers when a recipient fails the identity verification step before signing.

Setup

Connect Docusign in three steps.

  1. 01ConnectChoose Docusign in Connections and enter the account details Docusign asks for, such as a store name or token.
  2. 02Put it to workAdd Docusign as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Docusign on Zoft, answered.

What can Zoft do with Docusign?

Zoft supports 8 actions and 11 triggers for Docusign. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Docusign to Zoft?

Choose Docusign in Connections and enter the account details Docusign asks for, such as a store name or token.

Can a voice agent or chat agent use Docusign?

Yes. Once Docusign is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Docusign without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Docusign to work in your operation.

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