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DocuSeal

Documents

Run document e-signing on DocuSeal. Agents create reusable templates from PDF or HTML, send documents out for signature, pre-fill submitter fields, and track every submitter's progress on DocuSeal Cloud or your self-hosted instance.

11 actions API key available
DocuSeal website ↗ Platform Documentation ↗ Capability data verified 2026-07-27
A deal reaches the contract stage in the CRM with counterparty details attached
Get Template inspects the agreement template's fields and submitter roles
The agent maps CRM data to the template's field values, party names, dates, commercial terms
The pre-filled values get validated against the deal record, and any mismatch halts the flow
The deal owner reviews the pre-filled contract and the recipient list before anything sends
Create Submission sends the signing invitations with fields pre-filled per submitter role
Get Submission polls progress, and completed documents route to storage with the team notified

What This Integration Enables

DocuSeal is open-source e-signing, which means the whole signing machine, templates, submissions, submitters, is API-first and can run on your own infrastructure. That makes it unusually suited to orchestration: the platform holds the legal mechanics while FlowRunner agents run the process around them. Agents build templates from PDF or HTML, assemble submissions with pre-filled fields from your systems of record, track every signer's progress, and route completed documents to where they belong, on DocuSeal Cloud or a self-hosted instance that keeps documents inside your walls. - Automate contract, NDA, and agreement signing from workflow events - Turn dynamic HTML, invoices, letters, forms, into signable documents on the fly - Pre-fill submitter field values from CRM and ERP data, validated before sending - Track submissions and individual submitters, and react the moment documents complete - Keep the entire signing pipeline on self-hosted infrastructure when compliance requires it Signing is a legal act, so FlowRunner's [human-in-the-loop](/concepts/human-in-the-loop) gate guards both the send and, more strictly, the operations that speak for a signer.

Without FlowRunner

Contracts start with copy-paste Someone re-keys names, dates, and terms from the CRM into the document, introducing the errors lawyers find later
Signing status lives in inboxes "Did they sign yet?" means searching email threads for the latest notification
Signed documents scatter Completed PDFs live wherever the last download landed, not where the company can find them

With FlowRunner

Contracts assemble from data Field values pre-fill from the system of record, checked against the deal before sending
Status is a polled fact Every submitter's progress is read on schedule, and stalls get chased automatically
Completion has a destination Finished documents archive to shared storage the hour they complete, every time

Use Case Scenarios

The contract batch from a spreadsheet

Renewal season means forty counterparties. The agent reads the rows from [Google Sheets](/integrations/google-sheets), and for each one builds a Create Submission call from the renewal template with the party's name, terms, and dates pre-filled from the row. The batch goes to the deal owner as a proposal; on approval, submissions send one per counterparty, each returning a signing link. Get Submission polls daily, stalled signers get a nudge routed through the account owner, and every completed document lands in shared storage.

The high-value order that gets papered

A [Shopify](/integrations/shopify) order crosses the threshold that requires a signed agreement. The agent creates the submission from the standing template with the buyer's details pre-filled, and posts the signing link to [Slack](/integrations/slack) so the sales rep can walk the customer through it live. When Get Submission reports completion, the signed PDF archives to [Amazon S3](/integrations/aws-s3) keyed to the order ID. The paperwork keeps pace with the deal instead of trailing it by a week.

Documents generated, then signed, in one flow

A services firm generates engagement letters from deal data. The agent renders the letter as HTML with DocuSeal field tags marking where the client signs, calls Create Template From HTML, then immediately creates the submission from the returned template ID. Document generation and signature collection collapse into a single workflow run, and the template library stays organized because each engagement letter is built from the same source structure.

Human-in-Loop Highlight

Update Submitter can mark a submitter as completed, programmatically finalizing their part of a signing. Read that again: an API call that closes out a signer's obligations on a legal document without the signer clicking anything. It exists for legitimate cases, counter-signing flows, migrating externally-executed agreements, but it is the single most dangerous operation in this connector, because a signature block completed by automation is a statement about a human's legal assent. FlowRunner agents never invoke it autonomously. Any workflow that would mark a submitter complete stops and presents the case to a person with authority: this submission, this signer, this evidence that they executed elsewhere. The same discipline applies one notch lighter to Create Submission, since every send puts a live contract in a counterparty's inbox. Agents assemble, pre-fill, validate, and chase. Humans decide what gets signed and who is deemed to have signed it.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via preferred channel
Human decides
Agent resumes with decision

Agent Capabilities

11 actions

Templates

4
  • List Templates Lists document templates with name search, folder and external ID filters, and an archived toggle, paginated by cursor.
  • Get Template Retrieves one template with its documents, defined fields, submitter roles, and folder. The inspection step before building a submission.
  • Create Template From PDF Creates a template from PDF documents supplied as URLs or base64, with signature, text, and date fields positioned by page and coordinates. Returns the ID and slug for submissions.
  • Create Template From HTML Creates a template by rendering HTML with DocuSeal field tags defining the signable fields. The path from generated documents to signable ones.

Submissions

4
  • List Submissions Lists signing requests filtered by template, status, and folder, searchable by submitter name, email, or phone, paginated by cursor.
  • Get Submission Retrieves one submission with overall status, source template, every submitter's signing status, and links to completed documents. The polling read behind completion tracking.
  • Create Submission Creates a submission from a template and sends it for signing, one submitter per role with pre-filled field values, ordered or unordered signing, and optional email invitations. The contract send this page's human gate governs.
  • Archive Submission Archives a submission, hiding it from default lists without permanent deletion; retrievable by ID or with the archived filter.

Submitters

3
  • List Submitters Lists individual signers across submissions with contact details, status, and completed field values, paginated by cursor.
  • Get Submitter Retrieves one signer with their assigned fields, entered values, and progress. The read behind per-signer chase logic.
  • Update Submitter Updates a signer's details, pre-fills or corrects field values, or marks the submitter as completed. That last capability is the reason this page's strictest human gate exists.

Frequently Asked Questions

What can FlowRunner do with DocuSeal?

FlowRunner agents can run List Templates, Get Template, and Create Template From PDF in DocuSeal, plus 8 more actions.

Does connecting DocuSeal to FlowRunner require OAuth?

No. DocuSeal connects to FlowRunner with an API key, no OAuth flow required.

Can DocuSeal trigger a FlowRunner workflow automatically?

DocuSeal doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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