Documenso

77 tools available

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

signatures documents

Connect Documenso Visit Documenso ↗

Connect Documenso to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Documenso's 77 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Documenso

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Documenso actions 77

Every Documenso action below is a callable tool any Definable persona can invoke.

Create Document Beta

Tool to create a new document using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to create a document and upload the file separately.

Create Document Field

Tool to create a single field for a document. Use when you need to add a signature, initials, text, or other field type to a specific location on a document page. The document must be in DRAFT status to add fields.

Create Document Fields (Bulk)

Tool to create multiple fields on a document in a single operation. Use when you need to add signature fields, text fields, or other input fields to a DRAFT document. This bulk operation is more efficient than creating fields one at a time. All fields must reference valid recipient IDs from the document.

Create Document Recipient

Tool to create a single recipient for a document. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing document.

Create Document Recipients Bulk

Tool to create multiple recipients for a document at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a document in a single operation. The document must be in DRAFT status before adding recipients.

Create Embedding Presign Token V2 Beta

Create a presign token for Documenso embedded authoring sessions. Use this tool to generate a token that authorizes embedding document/template creation and editing interfaces in your application. The token is passed to Documenso embed components (EmbedCreateDocument, EmbedUpdateDocument, etc.). Note: This feature requires a Documenso Teams Plan or above. Returns 401 UNAUTHORIZED if the account lacks embedding permissions.

Create Envelope

Tool to create a new envelope in Documenso. Use when you need to create a document or template envelope with optional file uploads, recipients, and configuration settings. The envelope can be configured with signing order, authentication requirements, and notification settings.

Create Envelope Attachment

Create a new attachment for an envelope in Documenso. Use this action to add supporting documents or files to an existing envelope. The file must be provided as a base64-encoded data URI in the format: data:<mime-type>;base64,<base64-data>.

Create Envelope Items Bulk

Tool to create multiple items for an envelope with optional file attachments. Use when you need to add items (documents) to an existing envelope in Documenso.

Create Envelope Recipients Bulk

Tool to create multiple recipients for an envelope in bulk. Use when you need to add several recipients to an existing envelope at once. Each recipient must have an email, name, and role (SIGNER, APPROVER, VIEWER, ASSISTANT, or CC).

Create Folder

Create a new folder in Documenso to organize documents or templates. Use this action when you need to create a folder for organizing files, either as a top-level folder or nested within an existing folder.

Create Template Beta

Tool to create a new template using the beta endpoint that returns a presigned URL for file upload. After calling this action, upload the PDF file to the returned uploadUrl using a PUT request. Use when you need to create a template and upload the file separately.

Create Template Field

Tool to create a single field for a template. Use when you need to add a signature, initials, text, or other field type to a specific location on a template page.

Create Template Fields (Bulk)

Tool to create multiple fields on a template in a single operation. Use when you need to add signature fields, text fields, or other input fields to a template. This bulk operation is more efficient than creating fields one at a time. All fields must reference valid recipient IDs from the template.

Create Template Recipient

Tool to create a single recipient for a template. Use when you need to add a new recipient (signer, viewer, approver, etc.) to an existing template.

Create Template Recipients Bulk

Tool to create multiple recipients for a template at once. Use when you need to add multiple recipients (signers, approvers, viewers, etc.) to a template in a single operation.

Delete Document

Tool to delete a document. Use when you need to permanently remove a document from Documenso. The deletion is irreversible.

Delete Document Attachment

Tool to delete an attachment from a document. Use when you need to remove a previously uploaded attachment from a document. The deletion is permanent.

Delete Document Field

Tool to delete a single document field by ID. Use when you need to remove a specific field from a document.

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

Delete Document Recipient

Tool to delete a recipient from a document. Use when you need to remove a recipient from a document's signing workflow.

Delete Envelope

Tool to permanently delete an envelope. Use when you need to remove an envelope from Documenso. The deletion is irreversible and will remove all associated data.

Delete Envelope Attachment

Tool to delete an attachment from an envelope. Use when you need to remove a file attachment from a Documenso envelope.

Delete Envelope Field

Tool to delete a field from an envelope. Use when you need to remove an existing field from a document envelope.

Delete Envelope Item

Tool to delete an item from an envelope. Use when you need to remove an existing item from a document envelope.

Delete Envelope Recipient

Tool to delete a recipient from an envelope. Use when you need to remove a recipient from an envelope's signing workflow.

Delete Folder

Tool to permanently delete a folder. Use when you need to remove a folder from Documenso. The deletion is irreversible and will remove all associated data.

Delete Template

Permanently delete a template by its ID. Use this action when you need to remove an existing document template from your Documenso account. The deletion is irreversible. Returns success=true with HTTP 200 if deleted, or success=false with HTTP 404 and message='Template not found' if the template does not exist.

Delete Template Direct Link

Delete a direct link for a template. Use this action when you need to remove public direct access to a template.

Delete Template Recipient

Tool to delete a recipient from a template. Use when you need to remove a recipient from a template's configuration.

Delete Template V2

Tool to permanently delete a template using the v2 API. Use when you need to remove a template from Documenso. The deletion is irreversible.

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a DRAFT document to recipients for the first time. The document must have recipients with signature fields configured before distribution. For re-sending to recipients who already received the document, use Redistribute Document instead.

Distribute Envelope

Tool to distribute an envelope to recipients for signing. Use when you need to send an envelope to recipients for the first time. The envelope must have recipients with required signature fields configured before distribution. Returns success status of the distribution operation.

Download Envelope Item

Download an envelope item as PDF. Use this to retrieve the original or signed version of a document within an envelope. The "signed" version includes all signatures and is available after recipients have signed, while "original" returns the document as initially uploaded. First use DOCUMENSO_GET_ENVELOPE_BY_ID to obtain valid envelope item IDs.

Download Signed Document

Download a completed/signed document as PDF. Use this to retrieve the finalized PDF after all recipients have signed. Important: Only documents with status 'COMPLETED' can be downloaded successfully; attempting to download documents in DRAFT or PENDING status will return an error response. First use DOCUMENSO_FIND_DOCUMENTS_V2 with status='COMPLETED' to find downloadable documents.

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

Duplicate Envelope V2

Tool to duplicate an envelope with all its settings. Use when you need to create an exact copy of an existing envelope including recipients, fields, and configuration.

Duplicate Template

Tool to duplicate a template with all its settings. Use when you need to create an exact copy of an existing template including fields, recipients, and configuration.

Find Documents

Find documents based on search criteria with filtering and pagination. Use when searching for documents by title, status, template, folder, or source. Supports pagination for retrieving large result sets efficiently.

Find Documents V2

Retrieve a paginated list of documents with optional filtering and sorting. Use this action to list documents, search by title, or filter by status (DRAFT, PENDING, COMPLETED). Commonly used to obtain document IDs for subsequent operations like downloading, updating, or deleting documents.

Find Envelopes

Tool to find envelopes based on search criteria, filters, and pagination. Use this action to search and filter envelopes by query, type, status, source, template ID, or folder ID. Commonly used to retrieve envelope lists for management, reporting, or subsequent operations.

Find Folders

Tool to find folders based on search criteria and filters. Use this action to search folders by name, filter by type (DOCUMENT or TEMPLATE), or retrieve subfolders by parent ID. Commonly used to organize documents/templates or retrieve folder IDs for subsequent operations.

Find Templates

Retrieve a paginated list of templates with optional filtering and search. Use this action to find templates, search by title/content, or filter by type (PUBLIC, PRIVATE) or folder. Commonly used to obtain template IDs for subsequent operations like using, updating, or deleting templates.

Get Document By ID

Retrieve complete information about a document by its ID. Returns full document details including metadata, recipients, fields, and signing status. Use find_documents_v2 first to get valid document IDs.

Get Document Field

Tool to retrieve a document field by its ID. Use when you need to fetch details about a specific field including its type, position, recipient assignment, and metadata. Useful for inspecting field properties before updating or for validating field configurations.

Get Document Recipient

Tool to retrieve detailed information about a document recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

Get Documents By IDs

Retrieve multiple documents by their IDs in a single request. Use when you need to fetch detailed information for specific documents. This is more efficient than calling individual get document endpoints when retrieving multiple documents.

Get Envelope Attachment

Tool to find all attachments for a specific envelope. Use this when you need to retrieve attachment information including IDs, types, labels, and data for all attachments associated with an envelope.

Get Envelope Audit Log

Tool to retrieve audit logs for an envelope. Use this to track all actions performed on an envelope, including who accessed it, when, and from where. Useful for compliance, tracking document history, and debugging workflow issues.

Get Envelope By ID

Retrieve complete information about an envelope by its ID. Returns full envelope details including metadata, recipients, fields, and signing status. Use find_envelopes first to get valid envelope IDs.

Get Envelope Field

Tool to fetch an envelope field by ID. Use this to retrieve detailed information about a specific field in an envelope, including its type, position, dimensions, and metadata configuration.

Get Envelope Recipient

Tool to retrieve detailed information about an envelope recipient by their ID. Use when you need to check the status, fields, or other details of a specific recipient.

Get Envelopes By IDs

Tool to retrieve multiple envelopes by their IDs. Use this action when you need to fetch multiple envelopes in a single request using envelope IDs, document IDs, or template IDs. Specify the ID type and provide an array of IDs to retrieve.

Get Template By ID

Retrieve complete information about a template by its ID. Returns full template details including metadata, recipients, fields, and configuration settings. Use find_templates or list_templates first to get valid template IDs.

Get Template Field

Tool to fetch a template field by ID. Use this to retrieve detailed information about a specific field in a template, including its type, position, dimensions, and metadata configuration.

Get Template Recipient

Tool to retrieve detailed information about a template recipient by their ID. Use when you need to check the status, fields, or other details of a specific template recipient.

Get Templates By IDs

Retrieve multiple templates by their IDs in a single request. Use when you need to fetch detailed information for specific templates. This is more efficient than calling individual get template endpoints when retrieving multiple templates.

List Templates

Tool to list templates. Use when fetching available templates with optional pagination.

Move Document V2

Tool to move a document to a team. Use when transferring documents between personal and team accounts.

Redistribute Document V2

Re-send signing request emails to specified recipients of a document. Use this when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The document must be in PENDING status and the recipients must belong to the document.

Redistribute Envelope

Tool to redistribute an envelope to recipients who have not actioned it. Use when recipients haven't received or lost their signing emails, or when you need to remind them to sign. The envelope must be in PENDING status and the recipients must belong to the envelope and not have already completed their action.

Remove Team Member V1

Remove a member from a Documenso team. This action removes an existing member from the specified team. The caller must have appropriate permissions (typically team owner or manager) to remove members. Note: The team_id can be obtained from documents that belong to a team (teamId field in document responses). The member_id should be obtained by listing team members first.

Update Document Attachment

Tool to update an existing document attachment. Use when you need to change the label or file URL of an attachment. Requires the attachment ID and updated data (label and URL).

Update Document Field

Tool to update a single document field's properties in Documenso v2 API. Use when you need to modify position, size, or type of an existing field. The field type must always be provided even when updating other properties.

Update Document Fields Bulk

Tool to update multiple document fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once. This is more efficient than updating fields individually. The document must be in DRAFT status - fields on documents that have been sent for signing cannot be updated.

Update Document Recipient V2

Tool to update a document recipient using the v2 API. Use to change recipient name, email, role, signing order, or authentication options for a specific document recipient.

Update Document V2

Update document properties like title, visibility, and signing settings. Use find_documents_v2 first to get a valid document ID. Only DRAFT documents can have all properties updated; PENDING documents have limited updates.

Update Envelope

Update envelope properties like title, visibility, and signing settings. Use find_envelopes first to get a valid envelope ID. Only DRAFT envelopes can have all properties updated; PENDING envelopes have limited updates.

Update Envelope Attachment

Tool to update an existing envelope attachment. Use when you need to modify the label or content of an attachment that was previously added to an envelope. The attachment data must be provided in base64-encoded data URI format.

Update Envelope Fields Bulk

Tool to update multiple envelope fields in a single request. Use when you need to modify properties of multiple existing fields (position, size, type) efficiently. All position and dimension values must be between 0 and 100. The type field is required for all updates, even when only changing position or dimensions.

Update Envelope Items Bulk

Tool to update multiple envelope items in a single request. Use when you need to modify the title or order of multiple envelope items belonging to the same envelope. This is more efficient than updating items individually when making bulk changes.

Update Folder

Update properties of an existing folder including name, pinned status, parent folder, and visibility. Use this action to reorganize folder structure or modify folder settings.

Update Template

Update template properties like title, visibility, and signing settings. Use list_templates or find_templates first to get a valid template ID.

Update Template Fields Bulk

Tool to update multiple template fields in a single operation. Use when you need to modify properties (position, size, type) of multiple fields at once on a template. This is more efficient than updating fields individually.

Update Template Recipient

Tool to update a template recipient. Use to change recipient name, email, role, signing order, or authentication options for a specific template recipient.

Update Template Recipients Bulk

Tool to update multiple template recipients in a single API call. Use when you need to change properties (name, email, role, signing order, authentication) for multiple recipients on the same template efficiently.

Use Template (v2-beta)

Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.

Frequently asked questions

What can I automate with Documenso on Definable?

Anything Documenso exposes through its API. Common signatures workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 77 Documenso tools directly, then chain the result into another integration without you writing code.

How does Documenso authentication work?

Documenso uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Documenso integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 77 Documenso tools. You only need a separate Documenso subscription if Documenso itself charges per seat or per API call.

Is using Documenso through Definable secure?

Every call from a persona to Documenso is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Documenso on Definable?

Sign up for Definable, open the integrations page, find Documenso, and connect via OAuth or API key. You can immediately attach Documenso to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Documenso actions does Definable expose?

Definable exposes all 77 Documenso actions as callable tools — including `Create Document Beta`, `Create Document Field`, `Create Document Fields (Bulk)`, plus 74 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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