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DocuSign

Shanone’s DocuSign integration gives your agent 144 tools covering the full eSignature lifecycle — envelopes, templates, recipients, documents, and the account/billing administration that most integrations leave out.

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Getting Started

1

Connect via OAuth

Ask your agent to do something with DocuSign (e.g. “send this contract for signature”), or connect proactively from Integrations in the Shanone dashboard.
2

Authorize the DocuSign account

Approve DocuSign’s OAuth consent screen for the account you want Shanone to act on.
3

Retry your request

Once connected, shanone_execute_tool calls for docusign_* tools will succeed.

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Available Tools

Shanone provides 144 tools for DocuSign, organized into these categories:
docusign_create_envelope, docusign_send_envelope, docusign_get_envelope, docusign_list_envelopes, docusign_update_envelope, docusign_void_envelope, docusign_delete_envelope, docusign_get_envelope_status, docusign_list_status_changes, docusign_get_audit_events, docusign_get_notification_settings, docusign_update_notification_settings, docusign_list_custom_fields, docusign_create_custom_field, docusign_update_custom_field, docusign_create_envelope_from_template
docusign_list_recipients, docusign_add_recipients, docusign_update_recipients, docusign_delete_recipient, docusign_list_recipient_tabs, docusign_create_recipient_tabs, docusign_update_recipient_tabs, docusign_delete_recipient_tabs, docusign_create_recipient_preview, docusign_get_recipient_signature, docusign_get_recipient_initials_image, docusign_get_recipient_signature_image
docusign_list_documents, docusign_get_document, docusign_add_document, docusign_update_document, docusign_delete_document, docusign_get_combined_document, docusign_get_document_page_image, docusign_list_document_fields, docusign_create_document_fields, docusign_update_document_fields
docusign_create_recipient_view, docusign_create_shared_recipient_view, docusign_create_sender_view, docusign_create_edit_view, docusign_create_correct_view, docusign_create_console_view, docusign_create_template_edit_view, docusign_create_template_recipient_preview
docusign_list_templates, docusign_get_template, docusign_create_template, docusign_update_template, docusign_delete_template, docusign_get_template_sharing, docusign_share_template, docusign_list_favorite_templates, docusign_add_favorite_template, docusign_remove_favorite_template, docusign_get_template_lock, docusign_list_template_recipients, docusign_add_template_recipients, docusign_update_template_recipients, docusign_delete_template_recipient, docusign_list_template_documents, docusign_get_template_document, docusign_add_template_document, docusign_delete_template_document, docusign_list_template_recipient_tabs, docusign_update_template_recipient_tabs
docusign_list_users, docusign_get_user, docusign_create_user, docusign_update_user, docusign_delete_user, docusign_list_contacts, docusign_get_contact, docusign_create_contacts, docusign_update_contact, docusign_delete_contacts, docusign_get_user_signature, docusign_update_user_signature
docusign_get_account_info, docusign_get_account_settings, docusign_update_account_settings, docusign_list_brands, docusign_get_brand, docusign_create_brand, docusign_update_brand, docusign_delete_brand, docusign_list_permission_profiles, docusign_get_permission_profile, docusign_create_permission_profile, docusign_update_permission_profile, docusign_delete_permission_profile, docusign_list_account_custom_fields, docusign_list_groups, docusign_get_billing_plan, docusign_list_billing_plans, docusign_get_credit_card_info, docusign_purchase_envelopes, docusign_list_invoices, docusign_get_invoice, docusign_list_past_due_invoices, docusign_list_payments, docusign_get_payment, docusign_create_payment
docusign_list_bulk_send_lists, docusign_get_bulk_send_list, docusign_create_bulk_send_list, docusign_update_bulk_send_list, docusign_delete_bulk_send_list, docusign_create_bulk_send_request, docusign_get_bulk_send_batch_status, docusign_list_bulk_send_batch_envelopes, docusign_list_connect_configs, docusign_get_connect_config, docusign_create_connect_config, docusign_update_connect_config, docusign_delete_connect_config, docusign_list_connect_logs, docusign_get_connect_log, docusign_delete_connect_logs, docusign_retry_connect_event, docusign_list_connect_failures, docusign_list_signing_groups, docusign_get_signing_group, docusign_create_signing_group, docusign_update_signing_group, docusign_delete_signing_group, docusign_list_signing_group_users, docusign_add_signing_group_users, docusign_delete_signing_group_users
docusign_list_powerforms, docusign_get_powerform, docusign_create_powerform, docusign_update_powerform, docusign_delete_powerform, docusign_list_powerform_senders, docusign_list_folders, docusign_get_folder_items, docusign_move_envelopes_to_folder, docusign_list_workspaces, docusign_get_workspace, docusign_create_workspace, docusign_update_workspace, docusign_delete_workspace

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Common Use Cases

Contract dispatch

Build an envelope from a template, add recipients, and send it for signature in one flow

Signature status tracking

Poll envelope status and audit events to know exactly when a contract is fully executed

Bulk sending

Send the same template to a large recipient list via bulk send lists and batches

Brand-consistent workspaces

Organize envelopes into folders/workspaces and keep templates on-brand

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Troubleshooting

Check docusign_list_recipients and docusign_list_recipient_tabs first — DocuSign requires signature/initial tabs to be anchored to a valid document and recipient before the envelope can be sent.
Templates carry their own recipient/tab definitions; use docusign_create_envelope_from_template and only override recipient roles that need to change rather than rebuilding tabs from scratch.
Account settings, brands, and billing tools (docusign_update_account_settings, docusign_get_billing_plan, etc.) require an admin-level DocuSign user; verify the connected account has admin membership in docusign_get_account_info.