add-group-users | Add users to a group | Action | 🔗 Github |
create-connect-configuration | Create a Connect webhook configuration to receive envelope event notifications. | Action | 🔗 Github |
create-envelope-from-template | Create an envelope using a template, supplying role assignments and pre-fill data. | Action | 🔗 Github |
create-envelope | Create or send an envelope with documents and recipients | Action | 🔗 Github |
create-group | Create one or more custom groups. | Action | 🔗 Github |
create-recipient-tabs | Add signature, date, text, checkbox and other tabs to a recipient on a draft envelope. | Action | 🔗 Github |
create-recipient-view | Generate an embedded signing URL for a recipient | Action | 🔗 Github |
create-template | Create a reusable envelope template with documents, roles, and tabs. | Action | 🔗 Github |
create-user | Create a new account user. | Action | 🔗 Github |
delete-connect-configuration | Delete a Connect webhook configuration | Action | 🔗 Github |
delete-envelope-recipients | Remove recipients from a draft envelope. | Action | 🔗 Github |
delete-envelope | Move a draft envelope to the recycle bin (soft delete). | Action | 🔗 Github |
delete-groups | Delete one or more custom groups | Action | 🔗 Github |
delete-user | Close/remove users from the account. | Action | 🔗 Github |
get-account-settings | Retrieve all account-level settings and feature flags. | Action | 🔗 Github |
get-brand | Retrieve a specific brand by ID. Requires Branding feature (enterprise plans). | Action | 🔗 Github |
get-envelope-audit-events | Retrieve the audit trail for an envelope. | Action | 🔗 Github |
get-envelope-form-data | Retrieve form field (tab) data filled in by recipients. | Action | 🔗 Github |
get-envelope | Retrieve a single envelope’s metadata. | Action | 🔗 Github |
get-template | Retrieve a template by ID including documents, recipients, and tabs. | Action | 🔗 Github |
get-user | Retrieve a user’s detailed profile and settings. | Action | 🔗 Github |
list-brands | List branding profiles for the account. Requires Branding feature (enterprise plans). | Action | 🔗 Github |
list-connect-configurations | List Connect (webhook) configurations for the account. | Action | 🔗 Github |
list-envelope-documents | List document metadata for an envelope (no binary download). | Action | 🔗 Github |
list-envelope-recipients | List all recipients for an envelope. | Action | 🔗 Github |
list-envelopes | Search and list envelopes with filters. | Action | 🔗 Github |
list-folder-envelopes | List envelopes contained in a specific folder. | Action | 🔗 Github |
list-folders | List all envelope folders for the authenticated user. | Action | 🔗 Github |
list-group-users | List users that belong to a specific group. | Action | 🔗 Github |
list-groups | List all account groups. | Action | 🔗 Github |
list-permission-profiles | List all permission profiles for the account. | Action | 🔗 Github |
list-recipient-tabs | Retrieve all tabs for a specific recipient in an envelope. | Action | 🔗 Github |
list-signing-groups | List signing groups (shared signature groups) for the account. | Action | 🔗 Github |
list-template-recipients | List recipient roles defined in a template | Action | 🔗 Github |
list-templates | List account templates with optional search and pagination | Action | 🔗 Github |
list-users | List account users with optional filters. | Action | 🔗 Github |
remove-group-users | Remove users from a group. | Action | 🔗 Github |
update-connect-configuration | Update an existing Connect webhook configuration. | Action | 🔗 Github |
update-envelope-recipients | Update recipients on a draft envelope | Action | 🔗 Github |
update-envelope | Update a draft envelope’s fields (subject, email body, expiration, etc.). | Action | 🔗 Github |
update-group | Update a group’s name or permission profile. | Action | 🔗 Github |
update-recipient-tabs | Update tabs on a recipient in a draft envelope. | Action | 🔗 Github |
update-template | Update a template’s metadata: name, description, emailSubject, or emailBlurb. | Action | 🔗 Github |
update-user | Update a user’s profile or settings. | Action | 🔗 Github |
void-envelope | Void a sent envelope that has not yet been completed. | Action | 🔗 Github |
brands | Sync branding profiles. Requires Branding feature (enterprise plans). | Sync | 🔗 Github |
connect-configurations | Sync Connect webhook configurations with full-refresh delete tracking | Sync | 🔗 Github |
custom-fields | Sync account-level custom field definitions (text and list types). | Sync | 🔗 Github |
envelopes | Sync envelope metadata incrementally by last-modified date. | Sync | 🔗 Github |
folders | Sync envelope folder structure with full-refresh delete tracking. | Sync | 🔗 Github |
groups | Sync account groups with full-refresh delete tracking. | Sync | 🔗 Github |
permission-profiles | Sync account permission profiles with full-refresh delete tracking. | Sync | 🔗 Github |
signing-groups | Sync signing groups (shared signature pools) with full-refresh delete tracking. | Sync | 🔗 Github |
templates | Sync template metadata with full-refresh delete tracking. | Sync | 🔗 Github |
users | Sync account users with full-refresh delete tracking. | Sync | 🔗 Github |