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Docusign integration

Send documents for signing in Docusign, track and update signing requests, and start flows on signing events.

11 triggers · 8 actions
Connect Docusign freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “Signing Request Created” happens in Docusign, check the details with AI, then “Search Signing Requests” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    Signing Request Created

    Triggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.

  • WHEN
    Signing Request Sent

    Triggers when a signing request is emailed out to recipients for the first time.

  • WHEN
    Signing Request Opened by All

    Triggers when every recipient has opened and viewed the signing request at least once.

  • WHEN
    Document Fully Signed

    Triggers when everyone has completed their signature and the document is fully signed.

  • WHEN
    Signing Refused

    Triggers when a recipient refuses to sign, stopping the signing process.

  • WHEN
    Signing Request Cancelled

    Triggers when the sender cancels an in-progress signing request before everyone has signed.

  • WHEN
    Signing Email Sent to Person

    Triggers when DocuSign sends the signing email to a specific person.

  • WHEN
    Person Opened Signing Request

    Triggers when a specific person opens and views the signing request.

  • WHEN
    Person Signed Document

    Triggers when a specific person completes their signature on the document.

  • WHEN
    Person Refused to Sign

    Triggers when a specific person refuses to sign the document.

  • WHEN
    Person Failed Identity Check

    Triggers when a recipient fails the identity verification step before signing.

Actions

Then Calibra can do this for you
  • DO
    Search Signing Requests

    Find and list signing requests with optional filters like status, date range, or keyword.

  • DO
    Get Signing Request Details

    Look up the full details of a signing request — status, recipients, and dates — using its ID.

  • DO
    Download Document from Signing Request

    Download a document (or all documents) from a signing request as a file.

  • DO
    Send Document for Signing

    Upload a document and send it to one or more people to sign via DocuSign.

  • DO
    Update Signing Request

    Send a draft, cancel, resend reminders, or edit the subject line on a signing request.

  • DO
    Find Templates by Name

    Search for reusable signing templates by name.

  • DO
    Get People on a Signing Request

    Get the full list of people on a signing request — signers, viewers, and anyone copied.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Docusign integration free?

Yes. Docusign is available on every Calibra plan, including the free plan, which needs no card.

How is Docusign usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Docusign without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Docusign for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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