DocuSign

DocuSign

Integrate DocuSign to send signature requests trigger flows and automate your electronic agreements.

Overview

Overview

Integrate with Bird to streamline document signing across your omni-channel communications workflows. Send personalized messages on preferred chat channels like WhatsApp, significantly increasing the likelihood of engagement. Meet users where they are by seamlessly embedding DocuSign envelopes within conversations in order to improve the speed and efficiency of executing documents. Launch intelligent chatbots in minutes and reduce the support burden on your team by automating important document flows before handing off to human agents. Bird's omni-channel customer service capabilities can help your business respond to customers promptly and increase overall satisfaction. Capture comprehensive document activity and history in order to provide better visibility to your customer service team and for a more complete picture of customer behavior. Bird workflow automation helps integrate rich communications across every part of the customer journey, including internal alerts and notifications. Who uses DocuSign? More than 1 million customers and 1 billion users trust DocuSign. Agreements signed with DocuSign are legally binding in 180+ countries. DocuSign is used to finish business faster across nearly every industry – including financial services, insurance, technology, healthcare, manufacturing, communications, real estate, consumer goods and higher education – and every business department – including sales, procurement, HR/staffing, legal, and customer support. What can I do with DocuSign by Bird? By integrating Bird and DocuSign, you can enhance your e-signature processes by sending signature requests in large array of channels, as well as sending additional messages when a signature event happens. Use DocuSign by Bird to: Intelligent signing through chatbots - enable AI-powered chatbots to send DocuSign envelopes to reduce the burden on your team Real-time notifications and tracking - provide timely updates to customers across any channel Automate document workflows - embed document signing flows into existing communications strategies 360 degree customer view - add DocuSign activity to Bird for a more complete view of customer activity and to build personalized audiences Document history - enable customer service agents to view document status and see complete history for better customer service

Triggers

Content

Sent to Recipient

Occurs when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Delivered to Recipient

Occurs when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site.

Envelope Delivered

Occurs when all recipients have opened the envelope through the DocuSign signing website.

Envelope Sent

Occurs when the email notification with a link to the envelope is sent to at least one recipient, or when it is a recipient's turn to sign during embedded signing.

Envelope Completed

Occurs when the envelope has been completed by all recipients.

Envelope Voided

Occurs when the envelope has been voided by the sender or has expired.

Envelope Resent

Occurs when the envelope is resent within the web application or via the Envelopes API.

Template Created

Occurs when a template is created within the web application or via the create Templates API.

Template Modified

Occurs when a template is modified within the web application or via the update Templates API.

Template Deleted

Occurs when a template is deleted within the web application or via the recycle bin API.

Sent to Recipient

Occurs when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Delivered to Recipient

Occurs when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site.

Envelope Delivered

Occurs when all recipients have opened the envelope through the DocuSign signing website.

Envelope Sent

Occurs when the email notification with a link to the envelope is sent to at least one recipient, or when it is a recipient's turn to sign during embedded signing.

Envelope Completed

Occurs when the envelope has been completed by all recipients.

Envelope Voided

Occurs when the envelope has been voided by the sender or has expired.

Envelope Resent

Occurs when the envelope is resent within the web application or via the Envelopes API.

Template Created

Occurs when a template is created within the web application or via the create Templates API.

Template Modified

Occurs when a template is modified within the web application or via the update Templates API.

Template Deleted

Occurs when a template is deleted within the web application or via the recycle bin API.

Actions

Content

List Templates

List available templates.

List Template Documents

Retrieves a list of documents associated with the specified template.

List Template Recipients

Retrieves the information for all recipients in the specified template.

Get Template Tabs

Get the tabs of a template document.

Get Envelope

Retrieves the overall status for the specified envelope.

Get Envelopes

Retrieves multiple envelopes.

Get Envelope Recipients

Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list.

Send Template Signature Request

Generate a signature request link using a pre-created template.

Send Email Signature Request

Send a signature request for inline document(s) via email, also known as a remote signature request.

Send SMS Signature Request

Send a signature request for inline document(s) via SMS. Recipients receive an SMS notification with a signing link.

List Templates

List available templates.

List Template Documents

Retrieves a list of documents associated with the specified template.

List Template Recipients

Retrieves the information for all recipients in the specified template.

Get Template Tabs

Get the tabs of a template document.

Get Envelope

Retrieves the overall status for the specified envelope.

Get Envelopes

Retrieves multiple envelopes.

Get Envelope Recipients

Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list.

Send Template Signature Request

Generate a signature request link using a pre-created template.

Send Email Signature Request

Send a signature request for inline document(s) via email, also known as a remote signature request.

Send SMS Signature Request

Send a signature request for inline document(s) via SMS. Recipients receive an SMS notification with a signing link.

List Templates

List available templates.

List Template Documents

Retrieves a list of documents associated with the specified template.

List Template Recipients

Retrieves the information for all recipients in the specified template.

Get Template Tabs

Get the tabs of a template document.

Get Envelope

Retrieves the overall status for the specified envelope.

Get Envelopes

Retrieves multiple envelopes.

Get Envelope Recipients

Retrieves the status of all recipients in a single envelope and identifies the current recipient in the routing list.

Send Template Signature Request

Generate a signature request link using a pre-created template.

Send Email Signature Request

Send a signature request for inline document(s) via email, also known as a remote signature request.

Send SMS Signature Request

Send a signature request for inline document(s) via SMS. Recipients receive an SMS notification with a signing link.

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The complete AI-native platform that scales with your business.

© 2026 Bird

A person is standing at a desk while typing on a laptop.

The complete AI-native platform that scales with your business.

© 2026 Bird