Docusign
Connect it
In Keystile Automations → Connections → New connection, choose Docusign and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Docusign: download document from signing request (Download a document (or all documents) from a signing request as a file).What it can do (8 actions)
| Action | What it does | Changes data |
|---|---|---|
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Download Document from Signing Request | Download a document (or all documents) from a signing request as a file. | |
| Find Templates by Name | Search for reusable signing templates by name. | |
| Get People on a Signing Request | Get the full list of people on a signing request — signers, viewers, and anyone copied. | |
| Get Signing Request Details | Look up the full details of a signing request — status, recipients, and dates — using its ID. | |
| Search Signing Requests | Find and list signing requests with optional filters like status, date range, or keyword. | |
| Send Document for Signing | Upload a document and send it to one or more people to sign via DocuSign. | Yes |
| Update Signing Request | Send a draft, cancel, resend reminders, or edit the subject line on a signing request. |
Start a workflow when… (11 triggers)
- Signing Request Created — Triggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.
- Signing Request Sent — Triggers when a signing request is emailed out to recipients for the first time.
- Signing Request Opened by All — Triggers when every recipient has opened and viewed the signing request at least once.
- Document Fully Signed — Triggers when everyone has completed their signature and the document is fully signed.
- Signing Refused — Triggers when a recipient refuses to sign, stopping the signing process.
- Signing Request Cancelled — Triggers when the sender cancels an in-progress signing request before everyone has signed.
- Signing Email Sent to Person — Triggers when DocuSign sends the signing email to a specific person.
- Person Opened Signing Request — Triggers when a specific person opens and views the signing request.
- Person Signed Document — Triggers when a specific person completes their signature on the document.
- Person Refused to Sign — Triggers when a specific person refuses to sign the document.
- Person Failed Identity Check — Triggers when a recipient fails the identity verification step before signing.
How Keystile protects it
Every Docusign action is checked before it runs, whether it comes from an AI tool or a workflow. 2 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Docusign with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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