Integration · Legal
AI agents for Documenso
Create Documenso signing envelopes from PDF files, find and read envelopes and their recipients' status, add recipients, send envelopes for signing, remind recipients who have not signed.
- Actions
- 10
- Read
- 4
- Write
- 6
Actions
What your agents can do in Documenso
Create Documenso signing envelopes from PDF files, find and read envelopes and their recipients' status, add recipients, send envelopes for signing, remind recipients who have not signed, download the signed PDF as a file, copy and cancel envelopes and read audit logs, on Documenso's cloud or your own Documenso server.
Read 4
Look things up. Nothing changes.
List envelopes
Lists signing envelopes (documents, or templates with type TEMPLATE), newest first, optionally matching a search or with one status (DRAFT, PENDING, COMPLETED, REJECTED, CANCELLED).
Get an envelope
Reads one envelope by ID: title, status, documentMeta.
Download a signed PDF
Downloads one of an envelope's documents (an envelope item, whose id is in get_envelope's envelopeItems) as a file reference in file.
Get an envelope's audit log
Lists an envelope's audit events (created, sent, opened, signed, completed, with who and when), newest first, up to 100 a page.
Write 6
Create, change or send.
Create an envelope from PDFs
Creates a draft signing envelope from one or more PDF files (a person's attachment or another tool's answer, passed as file references fil_…, up to 25 MB in all), with its recipients.
Add recipients
Adds recipients to a draft envelope, each with an email, name and role (SIGNER, APPROVER, VIEWER, CC or ASSISTANT) and an optional signing order.
Send an envelope for signing
Sends a draft envelope to its recipients by email (or with distribution_method NONE, makes signing links without emailing), with an optional email subject, message and a page to land on after signing.
Remind recipients
Sends the envelope again to the named recipients who have not acted yet, and renews their expired signing links.
Copy an envelope
Makes a copy of an envelope with its settings, by default with its recipients and fields too, so a prepared envelope can be sent again.
Cancel an envelopeDeletes data
Cancels a pending envelope so it can no longer be signed, with an optional reason.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Documenso account.
What you enter
- API token
Settings
- Documenso address
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Documenso data
Ask a question in plain words. The agent can list envelopes, get an envelope or download a signed PDF in Documenso, then answers with what it found.
- 02
Let an agent update Documenso
Have the agent create an envelope from PDFs or add recipients in Documenso as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Documenso and Slack: it can list envelopes in Documenso and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
FAQ
Documenso and MyDeepAgents
Can MyDeepAgents connect to Documenso?
Yes. The Documenso connector has 10 actions: 4 read and 6 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Documenso?
Paste an API key from your Documenso account. You'll need: API token. The connection also asks for: Documenso address. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Documenso without asking?
Only if you let it. Each of the 6 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Documenso in workflows as well as agents?
Yes. Every Documenso action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Documenso to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.