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Actions for AI agents

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Showing 12697-12720 of 33122 Actions, ordered by recent successful use.

  • DocuSign Tools

    Docusign 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, and accepts a list of user information i…
    FreeWrite action
  • DocuSign Tools

    Docusign Apply Action To Bulk Send Envelopes

    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 update the status or take action on mult…
    FreeWrite action
  • DocuSign Tools

    Docusign Change Users In Account

    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 particularly useful for account adminis…
    FreeWrite action
  • DocuSign Tools

    Docusign Close Users In Account

    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 changed roles. It allows for easy re-acti…
    FreeWrite action
  • DocuSign Tools

    Docusign 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 upload method. The endpoint performs integr…
    FreeWrite action
  • DocuSign Tools

    Docusign Configure Cloud Storage Redirect Url

    Configures the OAuth redirect URL for one or more cloud storage providers (Box, Dropbox, GoogleDrive, SkyDrive/OneDrive, Salesforce) for a specific user in DocuSign. This action sets up the authentication flow between DocuSign and cloud storage services by specifying where users…
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  • DocuSign Tools

    Docusign Create A Collaborative Workspace

    Creates a new collaborative workspace in DocuSign for document management and team collaboration. A workspace provides a centralized area for file sharing and collaborative work on agreements. Use this when setting up a new project or team workspace. The creator becomes the work…
    FreeWrite action
  • DocuSign Tools

    Docusign 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 grouping. The created custom field can be…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Bcc Email Archive Configuration

    Creates a BCC email archive configuration for a DocuSign account, enabling automatic archiving of DocuSign-generated emails. This endpoint allows you to set up a BCC email address that will receive copies of all DocuSign notifications for the specified account. It's particularly…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Brand Profiles For Account

    Creates a new brand profile for a DocuSign account to customize the signing and sending experience with your organization's visual identity and branding elements. This action allows you to define brand properties such as company name, brand languages, colors for UI elements (but…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Bulk Send Request

    Initiates a bulk send process in DocuSign to send a single template or envelope to multiple recipients in a single batch operation. This is ideal for large-scale document distribution scenarios such as sending contracts to numerous clients or company-wide notices. **Prerequisite…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Bulk Send Test Request

    This endpoint creates a Bulk Send Test Request to validate the compatibility between a bulk send list and an envelope or template for DocuSign's bulk sending feature. It performs comprehensive checks on envelope state, recipients, tabs, and custom fields to ensure a successful b…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Connect Configuration For Account

    This endpoint creates a custom Connect configuration for a specified DocuSign account, enabling webhook notifications for envelope and recipient events. It allows users to set up real-time updates for eSignature workflows without the need for polling. The configuration can be cu…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Custom Document Fields In Envelope

    Creates custom document fields in an existing envelope document within DocuSign. This endpoint allows you to add metadata to specific documents in an envelope, which can be used for tracking, sorting, and reporting purposes. It's particularly useful when you need to associate ad…
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  • DocuSign Tools

    Docusign Create Custom Fields For Envelope

    This endpoint allows you to create or update custom fields for a specific DocuSign envelope. It is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and other downstream processes. The endpoint supports both list-ty…
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  • DocuSign Tools

    Docusign Create Custom Fields In Template Document

    Creates custom document fields in an existing template document within DocuSign. This endpoint allows users to add metadata to specific documents in a template, enhancing document management and workflow customization. It is particularly useful for prepopulating custom data fiel…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Custom Tab With Properties

    Creates a custom tab with pre-defined properties for use in DocuSign envelopes. This endpoint allows users to define reusable tab types with specific configurations such as font styles, validation patterns, and positioning rules. Custom tabs can be created for various field type…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Document Responsive Html Preview

    Creates a responsive HTML preview for a specific document in an envelope. Generates a mobile-friendly preview showing how the document renders on different devices. Useful for testing smart sections, collapsible content, and responsive tables before sending. **Requirements:** En…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Envelope From Template

    Creates a signing envelope from a pre-existing DocuSign template. This action maps specific recipients to template roles and creates an envelope, either as a draft (status='created') or sent immediately (status='sent'). Prerequisites: - Use DOCUSIGN_LIST_ALL_TEMPLATES to get tem…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Groups For Account

    Creates one or more groups for a specified DocuSign account. This endpoint is used for managing user access and permissions by organizing users into groups. Groups can be associated with permission profiles to streamline user management for large numbers of users. The endpoint a…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Idproof Resource Token For Recipient

    Generates a 2-minute resource token to access recipient identity verification data via DocuSign's ID Evidence API. **Requirements:** Recipient must have completed identity verification (phone auth, ID scan, etc.) during envelope signing. Fails if envelope is draft or verificatio…
    FreeWrite action
  • DocuSign Tools

    Docusign Create New Account Permission Profile

    This endpoint creates a new permission profile for a DocuSign account, defining specific sets of permissions for user groups. It allows administrators to establish role-based access control within their DocuSign environment. The profile controls a wide range of user capabilities…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Notary Jurisdiction Object

    Registers a notary jurisdiction for the current DocuSign user, enabling electronic notarizations for a specific U.S. state. A user can only have ONE jurisdiction at a time. Required fields: commissionExpiration (MM/DD/YYYY format), commissionId, registeredName, sealType, and jur…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Or Update User Authorizations

    Creates or updates user authorizations in DocuSign, allowing an agent user to perform actions on behalf of a principal user. Grants permissions like Send, Manage, Sign, or Edit. Requirements: principal must be authenticated user or caller must be admin; agent users must be activ…
    FreeWrite action
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