CRM & Sales
DocuSign
E-signatures. Connect Adapt to DocuSign for envelopes, signing status, and agreements via API.
Use cases
Adapt connects to DocuSign so you can ask questions about envelopes and signing status. Add your API credentials in Settings > Integrations and Adapt can query DocuSign on your behalf.
Track envelope and signing status
Find pending signatures
Summarize agreement activity
Reference DocuSign data in conversations
Configuring DocuSign
- 1
In DocuSign, generate an API key under Settings > API
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your DocuSign API key
- 4
Start a new chat and ask Adapt about your DocuSign data
