For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Logo
Resources
Log inGet a demo
Get startedConnectorsAPI reference
Get startedConnectorsAPI reference
    • Overview
    • ActiveCampaign
    • Adobe PDF Services
    • Ahrefs
    • Airtable
    • Amadeus
    • Amazon S3
    • Amplitude
    • Anaplan
    • Apollo
    • Arize
    • Articulate Reach 360
    • Asana
    • Attio
    • Aviationstack
    • BambooHR
    • Basecamp
    • bioRxiv
    • Bitbucket
    • Bitly
    • Box
    • Calendly
    • Canva
    • ClickUp
    • ClinicalTrials.gov
    • Cloudflare
    • CMS Coverage
    • Coda
    • Confluence
    • Contentful
    • Crustdata
    • Databricks
    • Datadog
    • DocuSign
    • DoorDash
    • Dropbox
    • Duffel
    • Dynamics 365 Sales
    • Exa
    • Expensify
    • FactSet
    • Figma
    • Firecrawl
    • Fireflies
    • FireHydrant
    • Foursquare
    • Frame.io
    • FreshBooks
    • Freshdesk
    • Freshservice
    • Front
    • Gamma
    • GitHub
    • GitLab
    • Gmail
    • Gong
    • Google BigQuery
    • Google Calendar
    • Google Docs
    • Google Drive
    • Google Maps
    • Google Meet
    • Google Sheets
    • Google Slides
    • Google Tasks
    • Grafana
    • Greenhouse
    • Guru
    • Hex
    • HiBob
    • HubSpot
    • Intercom
    • Jenkins
    • Jira
    • Jira Service Management
    • Kintone
    • Klaviyo
    • Linear
    • LinkedIn
    • Looker
    • Lucidchart
    • Make
    • Microsoft Teams
    • Microsoft Teams GCC High
    • Miro
    • Monday.com
    • n8n
    • NetSuite
    • Notion
    • NPI Registry
    • OneDrive
    • OneNote
    • Oracle HCM
    • Oracle Sales Cloud
    • Oracle SCM
    • Oura
    • Outlook
    • PagerDuty
    • PayPal
    • Peec AI
    • Pipedrive
    • PostHog
    • PubMed
    • Pylon
    • Quartr
    • QuickBooks Online
    • Ramp
    • ReadMe
    • Rootly
    • Sabre
    • Salesforce
    • Sanity
    • SAP SuccessFactors
    • SendGrid
    • Sentry
    • ServiceNow
    • SharePoint
    • Shopify
    • Slack
    • Smartsheet
    • Snowflake
    • Spotify
    • Square
    • Straker
    • Strava
    • Stripe
    • Supabase
    • Teamwork.com
    • Trello
    • TripAdvisor
    • UKG Pro
    • Vercel
    • Vestaboard
    • VisualPing
    • Weather
    • Webflow
    • WHOOP
    • Wikipedia
    • Wix
    • WordPress
    • Workday
    • X
    • Xero
    • Yelp
    • YouTube
    • Zendesk
    • Zendesk Sell
    • Zoho CRM
    • Zoho Desk
    • Zoom
    • ZoomInfo

Get started

  • Overview
  • Introduction
  • Unified API
  • Linked Account
  • Merge Link
  • Use cases

Implementation

  • Sandboxes
  • SDKs
  • API access
  • Syncing data
  • Writing data
  • Data minimization
  • Supplemental data
  • Errors
  • Integration metadata

API reference

  • ATS
  • HRIS
  • Accounting
  • Ticketing
  • CRM
  • File Storage
  • Knowledge Base
  • Chat

Resources

  • Help Center
  • Merge.dev
  • Changelog
© Merge 2026Terms of usePrivacy policy
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
Resources
Log inGet a demo
On this page
  • Sample use cases
  • Available Tools

DocuSign

Connect your AI agents to DocuSign.
Was this page helpful?
Previous

Datadog

Next

DoorDash

Authentication: OAuth. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.

Sample use cases

  • List envelopes pending signature for over 5 days and resend the email.
  • Send the Q2 Renewal template to the contacts on this list with their renewal date prefilled.
  • Pull every completed envelope in the last 30 days for the audit log.

Available Tools

list_documents

List all documents in an envelope with document IDs and metadata.

get_document

Download a specific document as base64 PDF. Use ‘combined’ for all docs, ‘certificate’ for signing cert.

download_all_documents

Download all documents as combined PDF or ZIP archive. Returns base64 content.

add_document

Add a document to a draft envelope. Document must be base64 encoded. Only works on draft envelopes (status=‘created’).

delete_document

Delete a document from a draft envelope. Only works on draft envelopes (status=‘created’).

list_envelopes

List envelopes with date/status/folder filters. Use from_date for recent envelopes.

get_envelope

Get envelope details including status, recipients, and documents.

create_envelope

Create envelope from documents or template. Set status=‘sent’ to send immediately.

send_envelope

Send a draft envelope to recipients. Changes status from ‘created’ to ‘sent’.

resend_envelope

Resend email notifications to pending recipients who haven’t signed yet. Only works for ‘sent’ or ‘delivered’ envelopes.

void_envelope

Void an in-progress envelope with a reason. Only ‘sent’ or ‘delivered’ envelopes can be voided. Cannot void completed, voided, or draft envelopes.

get_envelope_audit_events

Get audit trail/history showing all events for an envelope.

get_form_data

Get filled form/tab data from a completed or in-progress envelope. Returns all field values entered by recipients.

list_recipients

List envelope recipients with signing status. Includes signers, CC, and certified delivery.

update_recipients

Update recipient email/name to correct errors. Use resend_envelope=true to notify after update. Only works for ‘created’, ‘sent’, or ‘delivered’ envelopes.

create_signing_url

Create embedded signing URL for a recipient. Envelope must be ‘sent’ status (not draft). Requires clientUserId to match envelope.

delete_recipient

Delete a recipient from an envelope. Only works on draft envelopes (status=‘created’).

list_templates

List available templates with optional search and folder filters.

create_template

Create a new template with documents and recipient roles for reusable envelope configurations.

delete_template

Delete a template by moving it to the recycle bin. Templates are retained for 24 hours before permanent deletion.

get_template

Get template details including roles, documents, and tabs configuration.