Use DocuSign with NimbleBrain.
Connect DocuSign and just ask — no workflow to build. DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign…. The agent gets 40 actions, running under your own credentials.
Actions
Everything the agent can do in DocuSign
40 actions
- Add envelope attachments
- Add existing brand to group
- Add file to workspace
- Add members to signing group
- Add or update account stamps
- Add or update user signature
- Add part to chunked upload
- Add templates to envelope
- Add users to existing group
- Create a collaborative workspace
- Create account custom field
- Create bcc email archive configuration
- Create brand profiles for account
- Create bulk send request
- Create bulk send test request
- Create connect configuration for account
- Create custom document fields in envelope
- Create custom fields for envelope
- Create custom fields in template document
- Create custom tab with properties
- Create document responsive html preview
- Create envelope from template
- Create groups for account
- Create idproof resource token for recipient
- Create new account permission profile
- Create notary jurisdiction object
- Create or update user authorizations
- Create preview of responsive html
- Create preview of responsive html in envelope
- Create recipient manual review link
- Create recipient preview for envelope
- Create recipient view url
- Create sender view url for envelope
- Create signing group
- Create template document custom fields
- Create template recipient preview url
- Create template responsive html preview
- Create template workflow step
- Create urlfor template edit view
- Create user authorization for agent user
Getting connected
Three steps, and DocuSign is reachable.
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Install it
Find DocuSign in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.