Documenso for your voice agent

Documenso is an open-source platform for digital document signing and management. It streamlines sending, tracking, and signing paperwork online—no more manual signatures or printing.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Documenso and paste it on a secure page in Connected apps.
What it reads
22 actions, such as download Envelope Item, download Signed Document and find Documents.
What it changes
55 actions, such as create Document Beta, create Document Field and create Document Fields (Bulk).
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 77. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Documenso actions

Reads 22

  • Download Envelope Item
  • Download Signed Document
  • Find Documents
  • Find Documents V2
  • Find Envelopes
  • Find Folders
  • Find Templates
  • Get Document By ID
  • Get Document Field
  • Get Document Recipient
  • Get Documents By IDs
  • Get Envelope Attachment
  • Get Envelope Audit Log
  • Get Envelope By ID
  • Get Envelope Field
  • Get Envelope Recipient
  • Get Envelopes By IDs
  • Get Template By ID
  • Get Template Field
  • Get Template Recipient
  • Get Templates By IDs
  • List Templates

Changes 39

  • Create Document Beta
  • Create Document Field
  • Create Document Fields (Bulk)
  • Create Document Recipient
  • Create Document Recipients Bulk
  • Create Embedding Presign Token V2 Beta
  • Create Envelope
  • Create Envelope Attachment
  • Create Envelope Items Bulk
  • Create Envelope Recipients Bulk
  • Create Folder
  • Create Template Beta
  • Create Template Field
  • Create Template Fields (Bulk)
  • Create Template Recipient
  • Create Template Recipients Bulk
  • Distribute Document V2
  • Distribute Envelope
  • Duplicate Document V2
  • Duplicate Envelope V2
  • Duplicate Template
  • Move Document V2
  • Redistribute Document V2
  • Redistribute Envelope
15 more
  • Update Document Attachment
  • Update Document Field
  • Update Document Fields Bulk
  • Update Document Recipient V2
  • Update Document V2
  • Update Envelope
  • Update Envelope Attachment
  • Update Envelope Fields Bulk
  • Update Envelope Items Bulk
  • Update Folder
  • Update Template
  • Update Template Fields Bulk
  • Update Template Recipient
  • Update Template Recipients Bulk
  • Use Template (v2-beta)

Deletes 16

  • Delete Document
  • Delete Document Attachment
  • Delete Document Field
  • Delete Document Fields
  • Delete Document Recipient
  • Delete Envelope
  • Delete Envelope Attachment
  • Delete Envelope Field
  • Delete Envelope Item
  • Delete Envelope Recipient
  • Delete Folder
  • Delete Template
  • Delete Template Direct Link
  • Delete Template Recipient
  • Delete Template V2
  • Remove Team Member V1

Documenso setup

  1. Pasting a Documenso API key

    Create an API key in Documenso, choose Documenso in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 77 actions the agent may use. Start with lookups and add the ones that change Documenso when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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