DocuSign

Let your agents manage envelopes, templates and users in your DocuSign eSignature account.

Connection

Authentication: OAuth 2.0 — you authorize Atako via DocuSign’s consent screen; no key to copy.
Scopes requested:
- signature

DocuSign → Settings → Integrations → Apps and Keys → Add App and Integration Key. Set the OAuth Redirect URI to your platform callback URL and enable “Authorization Code Grant”. Copy the Integration Key (client ID) and generate a secret key. The minimal scope is “signature” (send and manage envelopes); the account and its API host are discovered automatically at connect time.See DocuSign’s documentation.

Read actions (7)

Action	Description
`get_envelope`	Retrieve a single envelope by its envelopeId.
`get_envelope_documents`	List documents attached to an envelope (names, types, sizes). Does not download binary content.
`get_envelope_recipients`	List recipients (signers, carbon copies, etc.) for an envelope. Returns name, email, status, and routing order for each.
`get_template`	Retrieve a single template by its templateId, including its role definitions.
`list_envelopes`	List envelopes in the account, filtered by from_date (ISO 8601, required), optional status, user_id, and folder_ids. Returns a list of envelope summaries.
`list_templates`	List templates in the account. Optionally filter by user, folder, or created date. Returns template summaries.
`list_users`	List users in the DocuSign account. Returns user profiles with id, name, email, user_status, and user_type.

Write actions (3)

Action	Description
`create_envelope`	Create an envelope from a template. Pass templateId, templateRoles (array of {name, email, roleName}), and status (“created” for draft, “sent” to send immediately — default “created”). emailSubject and message are optional.
`send_envelope`	Send a draft envelope by setting its status to “sent”. The envelope must be in “created” status.
`void_envelope`	Void (cancel) an envelope. Pass voided: true and a voidedReason (required, max 1000 chars). The envelope must not yet be completed.

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.

Using integrations

Communication

Scheduling

Project management

Docs & design

Files & storage

CRM & sales

Customer support

HR & recruiting

Commerce & billing

Developer tools

Observability & analytics

AI & media

Connection

Read actions (7)

Write actions (3)

Permissions

​Connection

​Read actions (7)

​Write actions (3)

​Permissions

Connection

Read actions (7)

Write actions (3)

Permissions