DocuSign é a principal plataforma de assinatura eletrônica do mundo, permitindo que empresas enviem, assinem e gerenciem acordos digitalmente. Com sua poderosa eSignature REST API, o DocuSign cobre o ciclo de vida completo do documento, da criação à conclusão.
Com a integração do DocuSign no Zoen, você pode:
- Enviar envelopes: Criar e enviar documentos para assinatura eletrônica com destinatários e abas de assinatura personalizados
- Usar templates: Enviar envelopes a partir de templates pré-configurados do DocuSign com atribuição de papéis
- Acompanhar status: Obter detalhes do envelope, incluindo progresso da assinatura, timestamps e status dos destinatários
- Listar envelopes: Buscar e filtrar envelopes por intervalo de datas, status e texto
- Baixar documentos: Recuperar documentos assinados como arquivos codificados em base64
- Gerenciar destinatários: Ver detalhes de signatários e destinatários em CC e o status da assinatura
- Anular envelopes: Cancelar envelopes em andamento com um motivo
No Zoen, a integração do DocuSign permite que seus agentes automatizem workflows de documentos de ponta a ponta. Agentes podem gerar acordos, enviá-los para assinatura, monitorar a conclusão e recuperar cópias assinadas — impulsionando gestão de contratos, onboarding de RH, fechamentos de vendas e processos de compliance.
Create and send envelopes for e-signature, use templates, check signing status, download signed documents, and manage recipients with DocuSign.
Create and send a DocuSign envelope with a document for e-signature
| Parameter | Type | Required | Description |
|---|
emailSubject | string | Yes | Email subject for the envelope |
emailBody | string | No | Email body message |
signerEmail | string | Yes | Email address of the signer |
signerName | string | Yes | Full name of the signer |
ccEmail | string | No | Email address of carbon copy recipient |
ccName | string | No | Full name of carbon copy recipient |
file | file | No | Document file to send for signature |
status | string | No | Envelope status: "sent" to send immediately, "created" for draft (default: "sent") |
| Parameter | Type | Description |
|---|
envelopeId | string | Created envelope ID |
status | string | Envelope status |
statusDateTime | string | Status change datetime |
uri | string | Envelope URI |
Create and send a DocuSign envelope using a pre-built template
| Parameter | Type | Required | Description |
|---|
templateId | string | Yes | DocuSign template ID to use |
emailSubject | string | No | Override email subject (uses template default if not set) |
emailBody | string | No | Override email body message |
templateRoles | string | Yes | JSON array of template roles, e.g. [{"roleName":"Signer","name":"John","email":"john@example.com"}] |
status | string | No | Envelope status: "sent" to send immediately, "created" for draft (default: "sent") |
| Parameter | Type | Description |
|---|
envelopeId | string | Created envelope ID |
status | string | Envelope status |
statusDateTime | string | Status change datetime |
uri | string | Envelope URI |
Get the details and status of a DocuSign envelope
| Parameter | Type | Required | Description |
|---|
envelopeId | string | Yes | The envelope ID to retrieve |
| Parameter | Type | Description |
|---|
envelopeId | string | Envelope ID |
status | string | Envelope status (created, sent, delivered, completed, declined, voided) |
emailSubject | string | Email subject line |
sentDateTime | string | When the envelope was sent |
completedDateTime | string | When all recipients completed signing |
createdDateTime | string | When the envelope was created |
statusChangedDateTime | string | When the status last changed |
voidedReason | string | Reason the envelope was voided |
signerCount | number | Number of signers |
documentCount | number | Number of documents |
List envelopes from your DocuSign account with optional filters
| Parameter | Type | Required | Description |
|---|
fromDate | string | No | Start date filter (ISO 8601). Defaults to 30 days ago |
toDate | string | No | End date filter (ISO 8601) |
envelopeStatus | string | No | Filter by status: created, sent, delivered, completed, declined, voided |
searchText | string | No | Search text to filter envelopes |
count | string | No | Maximum number of envelopes to return (default: 25) |
| Parameter | Type | Description |
|---|
envelopes | array | Array of DocuSign envelopes |
↳ envelopeId | string | Unique envelope identifier |
↳ status | string | Envelope status (created, sent, delivered, completed, declined, voided) |
↳ emailSubject | string | Email subject line |
↳ sentDateTime | string | ISO 8601 datetime when envelope was sent |
↳ completedDateTime | string | ISO 8601 datetime when envelope was completed |
↳ createdDateTime | string | ISO 8601 datetime when envelope was created |
↳ statusChangedDateTime | string | ISO 8601 datetime of last status change |
totalSetSize | number | Total number of matching envelopes |
resultSetSize | number | Number of envelopes returned in this response |
Void (cancel) a sent DocuSign envelope that has not yet been completed
| Parameter | Type | Required | Description |
|---|
envelopeId | string | Yes | The envelope ID to void |
voidedReason | string | Yes | Reason for voiding the envelope |
| Parameter | Type | Description |
|---|
envelopeId | string | Voided envelope ID |
status | string | Envelope status (voided) |
Download a signed document from a completed DocuSign envelope
| Parameter | Type | Required | Description |
|---|
envelopeId | string | Yes | The envelope ID containing the document |
documentId | string | No | Specific document ID to download, or "combined" for all documents merged (default: "combined") |
| Parameter | Type | Description |
|---|
file | file | Stored downloaded document file |
base64Content | string | Deprecated legacy inline content. New downloads return file. |
mimeType | string | MIME type of the document |
fileName | string | Original file name |
List available templates in your DocuSign account
| Parameter | Type | Required | Description |
|---|
searchText | string | No | Search text to filter templates by name |
count | string | No | Maximum number of templates to return |
| Parameter | Type | Description |
|---|
templates | array | Array of DocuSign templates |
↳ templateId | string | Template identifier |
↳ name | string | Template name |
↳ description | string | Template description |
↳ shared | boolean | Whether template is shared |
↳ created | string | ISO 8601 creation date |
↳ lastModified | string | ISO 8601 last modified date |
totalSetSize | number | Total number of matching templates |
resultSetSize | number | Number of templates returned in this response |
Get the recipient status details for a DocuSign envelope
| Parameter | Type | Required | Description |
|---|
envelopeId | string | Yes | The envelope ID to get recipients for |
| Parameter | Type | Description |
|---|
signers | array | Array of DocuSign recipients |
↳ recipientId | string | Recipient identifier |
↳ name | string | Recipient name |
↳ email | string | Recipient email address |
↳ status | string | Recipient signing status (sent, delivered, completed, declined) |
↳ signedDateTime | string | ISO 8601 datetime when recipient signed |
↳ deliveredDateTime | string | ISO 8601 datetime when delivered to recipient |
carbonCopies | array | Array of carbon copy recipients |
↳ recipientId | string | Recipient ID |
↳ name | string | Recipient name |
↳ email | string | Recipient email |
↳ status | string | Recipient status |