Team
Shared credential for production and unattended runs.
Connect DocuSeal with Hookshot™ and your stack
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.
Tools and triggers
What Agents can do in DocuSeal
Available tools and events after DocuSeal is connected.
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Archive Submission
Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.
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Archive Template
Tool to archive a specific template by its unique identifier. Use after verifying the template ID.
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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.
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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…
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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…
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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…
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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…
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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…
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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.
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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…
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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…
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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.
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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.
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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.
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Get Template
Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.
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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…
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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…
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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.
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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…
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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…
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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.
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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.
Setup
Connect DocuSeal in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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