Integration
Connect DocuSign and PostStack
When something happens in DocuSign or PostStack, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want DocuSign and PostStack to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What DocuSign and PostStack can do together
From DocuSign to PostStack
When New envelope sent in DocuSign
then Add a broadcast in PostStack
When New envelope sent in DocuSign
then Add a contact in PostStack
From PostStack to DocuSign
When Contact Updated (instant) in PostStack
then Add Envelope Recipients in DocuSign
When New Contact (instant) in PostStack
then Create Envelope in DocuSign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with DocuSign and PostStack
Triggers and actions 8 triggers · 52 actions
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
Trigger
Contact Deleted (instant)Fires when a contact is deleted (event: contact.deleted).
Trigger
Contact Updated (instant)Fires when a contact is updated (event: contact.updated).
Trigger
Email Bounced (instant)Fires when an email bounces (event: email.bounced).
Trigger
Email Delivered (instant)Fires when an email is delivered (event: email.delivered).
Trigger
New Contact (instant)Fires when a contact is created (event: contact.created).
Trigger
New Inbound EmailPolls for newly received inbound emails.
Trigger
New Sent Email (instant)Fires when an email is sent (event: email.sent).
Action
Add a broadcastCreate a new marketing broadcast.
Action
Add a contactCreate a new contact.
Action
Add a segmentCreate a new manual contact segment.
Action
Add a templateCreate a new email template.
Action
Add contacts to segmentAdd contacts to an existing segment.
Action
Add suppressionAdd an address to the suppression list.
Action
Cancel broadcastCancel an in-flight broadcast.
Action
Cancel emailCancel a scheduled or queued email before it sends.
Action
Delete a contactDelete a contact.
Action
Delete a templateDelete an email template.
Action
Get a contactFetch one contact by ID.
Action
Get a templateFetch one email template by ID.
Action
Get broadcastRetrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.
Action
Get emailFetch one sent or queued email by ID.
Action
Get email eventsGet the delivery event timeline for one email.
Action
Get inbound emailFetch one received inbound email by ID.
Action
Import contactsBulk-import a CSV list of contacts.
Action
List broadcastsList marketing broadcasts.
Action
List contactsList contacts in the account.
Action
List emailsList sent, queued, and scheduled emails.
Action
List inbound emailsList emails received via inbound parsing.
Action
List segmentsList contact segments.
Action
List suppressed addressesList addresses on the suppression list.
Action
List templatesList email templates.
Action
Send an emailSend a transactional email through PostStack.
Action
Send broadcastStart sending a broadcast to its recipients.
Action
Send emails in batchSend up to 100 emails in a single request.
Action
Update a contactUpdate an existing contact's fields.
Action
Update a templateUpdate an email template, creating a new version.
Action
Update emailReschedule a queued email's send time.
Action
Validate email addressCheck whether an email address is valid and deliverable.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from DocuSign
DocuSign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuSign to Google SheetsGoogle Sheets
DocuSign to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DocuSign to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PostStack
HubSpot to PostStackHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PostStackGoogle Sheets
Gmail to PostStackGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PostStackGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PostStackGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PostStackMailchimp marketing automation and email platform.
Questions
DocuSign and PostStack, answered
What can start an automation from DocuSign?
Any of DocuSign's 1 trigger in the catalog, including New envelope sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PostStack when something happens in DocuSign?
Any of PostStack's 31 actions, including Send an email, Send broadcast, Send emails in batch and Update a contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PostStack to DocuSign?
Yes. When something happens in PostStack, your agent can act in DocuSign too. This page covers both directions: PostStack's triggers and DocuSign's actions are listed here as well.
Do I have to build a connector for DocuSign or PostStack?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.