ceven

DocuSign

Automates the sending, tracking, and archiving of digital agreements, triggering downstream workflows the moment a signature is captured.

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Standard

Why use Ceven?

  1. AI native DocuSign integration

    • Describe the outcome and Ceven picks the right DocuSign calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your DocuSign data, across all 335 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke DocuSign access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in DocuSign, when, and on whose behalf.
    • The agent pauses and asks when DocuSign is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach DocuSign.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every DocuSign action to support review and sign off.

Supported tools

Every action Ceven's agents can run on DocuSign, and when to use it.

Create envelope from template
Use this when you need to send a standardized agreement to multiple recipients with predefined roles and routing orders.
Add envelope attachments
Attach additional files to a draft or in process envelope that should not be converted to PDF.
Create bulk send request
Initiate a process to send a single envelope or template to a large list of recipients simultaneously.
Add step to envelope workflow
Configure complex routing rules, including delayed delivery or conditional recipients, for an existing envelope.
Add templates to envelope
Apply pre defined document templates and settings to an existing envelope to standardize content.
Create custom fields for envelope
Add or modify metadata fields on a specific envelope to improve tracking and organization.
Create custom document fields
Insert metadata fields into a specific document within an envelope for granular tracking.
Add members to signing group
Add users to a signing group so any member of that group can act as the signer for a document.
Create connect configuration
Set up webhook notifications for the account to receive real time updates on envelope and recipient events.
Add contacts to list
Bulk add contacts with email and phone details to the user contact list.
Add file to workspace
Upload and organize files within a specific DocuSign workspace folder.
Apply action to bulk send
Resend, correct, or void all envelopes within a specific bulk send batch.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary specific information. i
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to c
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used whe
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at le
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp specific details. u
Add or update user custom settings
Adds or updates custom user settings for a specified docusign user. this endpoint allows for flexible storage and retrieval of user specific information that can be used in your own system, separate from standard docusign account settings.
Addorupdateusersignature
This endpoint allows you to add or update a user's signature in docusign. it provides comprehensive management of signature properties, including the signature image, font, initials, and stamp details. use this endpoint when you need to cre
Add part to chunked upload
Adds a chunk or part to an existing chunked upload in docusign. this endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file size limits. it should be used after initiating a new chunke
Add templates to document in envelope
This endpoint adds pre configured templates to a specific document within an existing envelope in docusign. it allows you to apply standardized content, such as tabs and anchor text, from templates to documents, streamlining the process of
Add user signature and initials images
This endpoint allows you to add or update a user's signature and/or initials images in the docusign system. it supports both creating default signatures based on the user's name and uploading custom signature images. the endpoint can be use
Add users to existing group
Adds one or more existing docusign users to an existing group within a specified account. this endpoint is used to manage group memberships by adding users to a predefined group. it requires the account id and group id as path parameters, a
Applyactiontobulksendenvelopes
This endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified docusign bulk send batch. it's designed for managing large scale document signing processes efficiently, enabling users to u
Changeusersinaccount
This endpoint allows you to update information for one or more users within a docusign account. it is used to modify various user attributes such as personal information, settings, permissions, and notification preferences. the endpoint is
Closeusersinaccount
Closes one or more users in a docusign account, preventing them from accessing account features without permanently deleting them. this endpoint is useful for temporarily disabling user access, such as when an employee is on leave or has ch
Commit chunked upload for envelopes
This endpoint commits a chunked upload in docusign, finalizing the upload process and preparing the uploaded content for use in other api calls. it should be used after all parts of a large document have been uploaded using the chunked uplo
Configure cloud storage redirect url
This endpoint configures the redirect url information for one or more cloud storage providers associated with a specific user in docusign. it allows setting up the authentication flow between docusign and various cloud storage services, ena
Create account custom field
Creates a new custom field at the account level in docusign, making it available for all new envelopes associated with the account. this endpoint enables account administrators to define custom fields for enhanced envelope management and gr
Create a collaborative workspace
This endpoint creates a new collaborative workspace in docusign, providing a shared area for document management and workflow collaboration. it should be used when setting up a new project or team that requires a centralized space for file

30 actions · scroll to see them all

Frequently asked questions

Ceven uses the DocuSign Connect service to listen for events. When you configure the connection, Ceven creates a custom connect configuration that tells DocuSign to push a notification to our endpoint whenever an envelope is sent, signed, or completed. This means your workflows do not have to poll the API constantly to see if a client has signed. The moment the status changes in DocuSign, the webhook fires and Ceven triggers the next step in your automation, such as updating a CRM or sending a welcome email to the new customer.
Yes. Using the add step to envelope workflow action, Ceven can define exactly who signs and in what order. You can set up sequential routing where person A must sign before person B receives the notification, or parallel routing where everyone gets the document at once. The agent can also implement conditional routing, meaning it can change the signing order based on data it finds in your other tools, ensuring the document always goes to the right stakeholder at the right time.
A template is a reusable blueprint that defines the document, the tabs where people sign, and the roles of the recipients. An envelope is a live instance of a document sent for signature. Ceven uses templates to ensure consistency across your business. For example, you can have one template for a standard NDA and then use the create envelope from template action to generate unique envelopes for every new vendor you onboard, filling in the specific names and emails for each single instance.
Ceven integrates with the DocuSign bulk send feature. Instead of creating a hundred individual envelopes, you can provide a bulk send list. The agent then initiates a single request that tells DocuSign to generate and send personalized envelopes to every person on that list. This is ideal for annual policy updates, employee handbook acknowledgments, or mass contract renewals. Ceven can then monitor the overall progress of the bulk batch and alert you when a certain percentage of recipients have finished signing.
Yes, DocuSign enforces strict API rate limits based on your account tier. For most production accounts, there is a limit on the number of API calls you can make per hour. If a Ceven workflow attempts to perform massive bulk operations, such as updating thousands of envelopes in a few minutes, you may encounter a 429 Too Many Requests error. Ceven manages this by implementing an exponential backoff strategy, meaning it will automatically pause and retry the request after a short delay to ensure your automation completes without failing.
Ceven can add attachments to envelopes that are in draft or in process status. However, once an envelope is fully completed and all parties have signed, the document is sealed for legal reasons and cannot be modified. If you need to add a file after completion, the agent can create a new envelope that includes the original signed document as an attachment along with the new file, then route it to the parties for a fresh set of signatures or a simple acknowledgment.
Ceven operates based on the permissions of the user who authorized the connection. If the connected user is an account administrator, the agent can manage users, create permission profiles, and access all envelopes in the account. If the user has limited permissions, the agent can only see and interact with envelopes that the user owns or has been granted access to. We recommend using a dedicated service account with the specific permissions needed for your workflows to maintain a clean audit trail and avoid accidental access to sensitive documents.
Ceven extracts data using custom fields and tabs. When you set up your DocuSign templates, you can designate specific fields as data points. Once the document is signed, Ceven pulls the values entered into those tabs via the API. This allows the agent to take a phone number or a date entered by the signer and push it directly into your database. This is much more reliable than optical character recognition because it captures the raw data entered into the DocuSign field at the moment of signing.

Alternatives to DocuSign

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

HelloSign logoHelloSignAdobe Acrobat Sign logoAdobe Acrobat SignPandaDoc logoPandaDoc

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