DocuSeal

22 tools available

DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.

Connect DocuSeal to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call DocuSeal's 22 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

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Common workflows with DocuSeal

01

Trigger on event

  1. Listen for a new event
  2. Parse and validate the payload
  3. Take an action with the linked tool
02

Daily summary

  1. Pull yesterday's activity
  2. Summarise with the model of your choice
  3. Send the digest via email or Slack
03

Cross-tool sync

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

DocuSeal actions 22

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

Archive Submission

Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.

Archive Template

Tool to archive a specific template by its unique identifier. Use after verifying the template ID.

Clone Template (v2)

Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.

Create Submission

Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.

Create Submission From DOCX

Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;type=date}} text tags to define fillable fields. This allows you to generate personalized documents with pre-filled content and signature fields extracted from the DOCX file.

Create Submission From HTML

Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or <signature-field>) will be automatically converted to fillable form fields.

Create Submission From PDF

Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.

Create Submissions From Emails

Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.

Create Template from DOCX

Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.

Create Template from HTML

Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.

Create Template From PDF

Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.

Get Submission

Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.

Get Submission Documents

Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.

Get Submitter

Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.

Get Template

Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.

List Submissions

List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or phone.

List Submitters

Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large result sets using 'after' and 'before' cursors Examples: - List all submitters: {} - Filter by submission: {"submission_id": 12345} - Search by email: {"q": "[email protected]"} - Get completed submitters in a date range: {"completed_after": "2024-01-01T00:00:00Z", "completed_before": "2024-12-31T23:59:59Z"} - Paginate results: {"limit": 50, "after": 3567000}

List Templates (Enhanced)

Tool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.

Merge Templates

Merge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document package from existing templates. The merged template will contain all documents and fields from the source templates. Requires at least one template ID, but typically used with two or more.

Update Submitter

Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend requests, or programmatically complete submissions.

Update Template

Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.

Update Template Documents

Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.

Frequently asked questions

What can I automate with DocuSeal on Definable?

Anything DocuSeal 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 22 DocuSeal tools directly, then chain the result into another integration without you writing code.

How does DocuSeal authentication work?

DocuSeal 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 DocuSeal integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 22 DocuSeal tools. You only need a separate DocuSeal subscription if DocuSeal itself charges per seat or per API call.

Is using DocuSeal through Definable secure?

Every call from a persona to DocuSeal 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 DocuSeal on Definable?

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

What DocuSeal actions does Definable expose?

Definable exposes all 22 DocuSeal actions as callable tools — including `Archive Submission`, `Archive Template`, `Clone Template (v2)`, plus 19 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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