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ClickRuntime

Automate DocuSign

Follow your DocuSign envelopes without refreshing the dashboard. Hear when a contract is fully signed, opened or declined, and get a list each morning of envelopes still waiting on a signature. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: every 15 minutes, check DocuSign for envelopes completed since the last check and post the document name and signers to #contracts in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in DocuSign

Word when contracts are signed, opened or declined, and a daily nudge about envelopes that are still unsigned. These are ready-made starting points. Anything else you can describe works too.
Every 15 minutes

Hear in Slack when a DocuSign contract is fully signed

Once every signer has finished, the channel gets the document name and who signed.

See how it works
Every 15 minutes

Know when a DocuSign envelope is opened or declined

I see when a recipient opens a contract and when someone declines it.

See how it works
On a schedule

Get a daily list of unsigned DocuSign envelopes

Each morning I know which contracts have been waiting on a signature for more than 3 days.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with DocuSign, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any DocuSign automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what DocuSign should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, list DocuSign envelopes sent more than five days ago that are still unsigned and send a reminder to each signer.

When a DocuSign envelope is completed, save the signed PDF to Google Drive.

When a DocuSign contract is completed, mark the HubSpot deal as Closed Won, save the PDF to Google Drive and post it in Slack.

Beyond chat

Have DocuSign work when you're not in the chat

Connecting DocuSign to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect DocuSign

You connect DocuSign through your own integration key, an OAuth app you create in a DocuSign developer account. It works in DocuSign's demo environment until it passes DocuSign's Go-Live review.

DocuSign

E-signature

  1. Create a free DocuSign developer account, then open Settings, Apps and Keys and add an app and integration key.
  2. Add the redirect URI https://clickruntime.com/oauth/callback, generate a secret, and use the scopes signature extended.
  3. Run your integration in the demo environment, then submit it for Go-Live review from the app's Actions menu. Once it passes, pick your production account; the key is copied there and the redirect URI and secret must be set again.
  4. In the ClickRuntime dashboard, open Connections, choose DocuSign and enter your integration key and secret.

Good to know

DocuSign limits that affect automations

  • An integration key only works with DocuSign's demo environment until it passes Go-Live review. Real envelopes need the production key.
  • The Go-Live review checks recent API calls for errors and for checking envelope status too often, so status checks run every 15 minutes or less often.
  • After Go-Live, the redirect URI and secret have to be set up again on the production key.

FAQ

Questions about automating DocuSign

What can ClickRuntime see in DocuSign?
Your envelopes and their status, such as sent, delivered, completed and declined, along with document names and signers. These automations read status and report it. They don't send or void envelopes.
Why do I need a developer account?
DocuSign integration keys are created in a developer (demo) account. ClickRuntime has no shared DocuSign app, so you create your own key and take it through DocuSign's Go-Live review to use it with real envelopes.
How quickly do I hear that a contract is signed?
Envelope status is checked every 15 minutes. Checking more often would count against you in DocuSign's Go-Live review.
Can I try it before Go-Live?
Yes, with envelopes in the demo environment. That is also how you build up the successful calls the review looks at.
Do I need AI for DocuSign automations?
No. Signed, declined and reminder alerts run without it. If you want AI involved, for example to summarise a week of signed deals, it comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a DocuSign connector for ChatGPT or Claude?
Not for chatting with DocuSign data. A chat connector lets your assistant read and change DocuSign while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each DocuSign event.

Related pages

Keep exploring

Tell your assistant what DocuSign should do

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