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Actions for AI agents

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Showing 12721-12744 of 33122 Actions, ordered by recent successful use.

  • DocuSign Tools

    Docusign Create Preview Of Responsive Html

    Creates a preview of the responsive HTML version of a specific template document in DocuSign. This endpoint allows users to visualize how a PDF document will be converted to responsive HTML across various device types before sending it for signing. It's particularly useful for e…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Preview Of Responsive Html In Envelope

    Creates a preview of the responsive HTML versions of all documents in an envelope, allowing users to review how PDF documents will appear as responsive HTML across different device types before sending. This endpoint is particularly useful for ensuring document compatibility and…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Recipient Manual Review Link

    Creates a URL for manually reviewing a recipient's identity in DocuSign. This endpoint is used when automatic identity verification has failed and manual review is required. It returns a URL that allows the sender to access a page for manually verifying the recipient's ID. This…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Recipient Preview For Envelope

    Creates a URL for previewing the recipient's view of a draft envelope or template. This endpoint allows senders to simulate the recipient's experience by generating an embeddable preview URL. It's useful for verifying the appearance and functionality of an envelope before sendin…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Recipient View Url

    Creates a URL for embedding the DocuSign recipient view UI within an application, allowing users to sign documents directly in the app. This endpoint is specifically used for envelopes in the 'sent' status and generates a temporary URL that expires after 5 minutes. It provides a…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Sender View Url For Envelope

    Creates a URL for the sender view of a DocuSign envelope, enabling the embedding of DocuSign UI within an external application. This endpoint is crucial for integrating envelope sending functionality, allowing users to prepare and send envelopes directly from your application. T…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Signing Group

    Creates one or more signing groups in a DocuSign account. This endpoint allows account administrators to set up predefined groups of recipients for document signing. Multiple signing groups can be created in a single API call, enhancing efficiency in setting up complex signing w…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Template Document Custom Fields

    Creates custom fields on a DocuSign template to capture additional metadata. Custom fields allow you to: - Add dropdown lists (listCustomFields) where senders select from predefined options - Add text fields (textCustomFields) where senders enter free-form text - Set default val…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Template Recipient Preview Url

    Generate a preview URL showing how a template will appear to recipients. This action creates an embeddable URL that displays a template from the recipient's perspective, allowing senders to verify the signing experience before sending the actual document. This is particularly us…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Template Responsive Html Preview

    Creates a preview of the responsive HTML versions of all documents associated with a DocuSign template. This endpoint enables users to generate and customize the HTML preview of PDF documents across various device types before sending them for signing. It is particularly useful…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Template Workflow Step

    Adds a new workflow step to an existing DocuSign template. This action enables sophisticated document routing automation within templates, including: - Pausing workflows before specific routing steps - Implementing delayed sending with scheduled resume dates - Setting up conditi…
    FreeWrite action
  • DocuSign Tools

    Docusign Create Urlfor Template Edit View

    Creates a URL for embedding the DocuSign Template Edit view within an application. This endpoint enables developers to integrate DocuSign's template creation and editing functionality directly into their applications, allowing users to manage templates without leaving the app en…
    FreeWrite action
  • DocuSign Tools

    Docusign Create User Authorization For Agent User

    Creates a user authorization in DocuSign, enabling an agent user to perform specific actions on behalf of a principal user within the same account. This endpoint is essential for setting up delegated access, allowing users to share envelope management, signing, or sending capabi…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Account Brand

    This endpoint deletes a specific brand from a DocuSign account. It should be used when you need to permanently remove a brand configuration from an account, such as when a brand is no longer needed or has been replaced. The operation requires that branding for either signing or…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Account Custom Field

    Deletes an existing account custom field from a DocuSign account. This endpoint should be used when you need to remove a custom field that is no longer required or relevant for your account. It permanently removes the custom field, so use with caution. The deletion can optionall…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Account Permission Profile

    This endpoint deletes a specific permission profile from a DocuSign account. It is used to remove outdated or unnecessary permission profiles, helping to streamline account management. The endpoint requires that the profile being deleted has no associated users, unless they are…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Account Stamp

    Deletes a specific account stamp (signature) from a DocuSign account. This endpoint should be used when you need to permanently remove a stamp from an account, such as when it's no longer needed or has been replaced. The operation is irreversible, so use it with caution. It's pa…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Bcc Email Archive Configuration

    This endpoint deletes a BCC (Blind Carbon Copy) email archive configuration from a specified DocuSign account. When invoked, it changes the status of the targeted configuration to 'closed' and immediately stops the archiving of DocuSign-generated email messages to the associated…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Brand From Group

    This endpoint allows users to delete one or more brands from a specified group within a DocuSign account. It is used to manage brand associations with groups, enabling customization of branding for different envelopes and signing experiences. The operation removes the specified…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Brand Logo By Type

    This endpoint deletes a specific logo from an account brand in DocuSign. It allows users to remove primary, secondary, or email logos associated with their brand, helping maintain brand consistency across DocuSign documents. The endpoint should be used when updating or removing…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Brand Profiles

    This endpoint allows you to delete one or more brand profiles from a DocuSign account. It is used to remove custom branding configurations that are no longer needed. The method requires either the 'canSelfBrandSign' or 'canSelfBrandSend' setting to be enabled for the account. It…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Chunked Upload

    Deletes a chunked upload that has been committed but not yet consumed in the DocuSign system. This endpoint is useful for managing large file uploads and maintaining quota efficiency. It should be used when a chunked upload is no longer needed and hasn't been used in other API c…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Connect Configuration

    Deletes a specified DocuSign Connect configuration from the given account. This endpoint should be used when you need to remove an existing Connect integration setup. It requires account administrator privileges and that Connect is enabled on the account. The operation is irreve…
    FreeWrite action
  • DocuSign Tools

    Docusign Delete Connect Failure Log Entry

    Deletes one or all Connect failure log entries for a specified DocuSign account. This endpoint is used for maintenance and cleanup of Connect integration logs, allowing account administrators to remove specific failure records or clear all failure logs. It should be used when tr…
    FreeWrite action
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