nerve
Docusign + Nerve
Connect Docusign to your Agents and workflows.
What Nerve can do with Docusign
Look things up 5
Search Signing Requests
Search Signing Requests. Find and list signing requests with optional filters like status, date range, or keyword
Get Signing Request Details
Get Signing Request Details. Look up the full details of a signing request — status, recipients, and dates — using its ID
Download Document from Signing Request
Download Document from Signing Request. Download a document (or all documents) from a signing request as a file
Find Templates by Name
Find Templates by Name. Search for reusable signing templates by name
Get People on a Signing Request
Get People on a Signing Request. Get the full list of people on a signing request — signers, viewers, and anyone copied
Make changes 3
Send Document for Signing
Send Document for Signing. Upload a document and send it to one or more people to sign via DocuSign
Update Signing Request
Update Signing Request. Send a draft, cancel, resend reminders, or edit the subject line on a signing request
Custom API Call
Custom API Call. Make a custom API call to a specific endpoint
Start a workflow when something happens in Docusign
- Signing Request Created
- Signing Request Sent
- Signing Request Opened by All
- Document Fully Signed
- Signing Refused
- Signing Request Cancelled
- Signing Email Sent to Person
- Person Opened Signing Request
- Person Signed Document
- Person Refused to Sign
- Person Failed Identity Check
Works with
- Agents. An Agent can use Docusign when you grant it the capability.
- Workflows. Docusign can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Docusign is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Docusign: send document for signing
Connected is not unrestricted
Connecting Docusign does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.