How to connect Docusign
- Open Connectors in RevampKey and search for Docusign.
- Click Connect and approve access on Docusign's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (20)
getUserInfogetAllAgreementsgetAgreementDetailsgetWorkflowTriggerRequirementsgetWorkflowsListtriggerWorkflowgetWorkflowInstancesListgetWorkflowInstancepauseNewWorkflowInstancesresumeWorkflowcancelWorkflowInstancegetEnvelopesgetEnvelopecreateEnvelopeupdateEnvelopelistRecipientsgetTemplatesgetUsergetUsersgetAccount