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Connect Docusign to OpenAI (ChatGPT)

Automate workflows and sync data between Docusign and OpenAI (ChatGPT) with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Docusign & OpenAI (ChatGPT)?

Intelligent Automation Workflows

Leverage 2 available triggers from Docusign to execute 24 targeted actions in OpenAI (ChatGPT) automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Docusign and OpenAI (ChatGPT) perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Docusign and OpenAI (ChatGPT) for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Docusign logo

Docusign

Triggers (2)

New Change in Envelope Status

Emit new event when an envelope's status is updated

polling
New Folder

Emit new event when a new folder is created

polling

Actions (13)

Create Draft

Create and send an envelope, or create a draft envelope. See the documentation here

Create Envelope

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use **Create Envelope From File**. See the documentation

Create Envelope From File

Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use **Create Recipient View** with the same value. See the documentation

Create Recipient View

Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId. See the documentation

Create Signature Request

Creates a signature request from a template See the docs here

Download Documents

Download the documents of an envelope to the /tmp directory. See the documentation here

Get Envelope

Get details for a DocuSign envelope by ID. Use **List Envelopes** first if you need to find an envelope ID. See the documentation

List Accounts

List the DocuSign accounts available to the connected user. Use this to find the **Account** ID required by other actions when the connected user belongs to more than one account. See the documentation

List Documents

List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. See the documentation

List Envelopes

Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for **Get Envelope**, **List Recipients**, **List Documents**, **Send Envelope**, **Void Envelope**, or **Create Recipient View**. See the documentation

List Recipients

List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. See the documentation

Send Envelope

Send an existing draft DocuSign envelope by updating its status to sent. Use this after **Create Envelope** or **Create Envelope From File**, or any workflow that creates an envelope with status created. See the documentation

Void Envelope

Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. See the documentation

OpenAI (ChatGPT) logo

OpenAI (ChatGPT)

Triggers (4)

New Batch Completed

Emit new event when a new batch is completed in OpenAI. See the documentation

polling
New File Created

Emit new event when a new file is created in OpenAI. See the documentation

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New Fine Tuning Job Created

Emit new event when a new fine-tuning job is created in OpenAI. See the documentation

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New Run State Changed

Emit new event every time a run changes its status. See the documentation

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Actions (24)

Chat

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

Chat using Web Search

Chat using the web search tool. See the documentation

Chat using Functions

Chat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentation

Chat using File Search

Chat with your files knowledge base (vector stores). See the documentation

Summarize Text

Summarizes text using the Chat API. See the documentation

Classify Items into Categories

Classify items into specific categories using the Chat API. See the documentation

Translate Text (Whisper)

Translate text from one language to another using the Chat API. See the documentation

Create Transcription

Transcribes audio into the input language. See the documentation

Create Image (Dall-E)

Creates an image given a prompt returning a URL to the image. See the documentation

Create Embeddings

Get a vector representation of a given input that can be easily consumed by machine learning models and algorithms. See the documentation

Create Completion (Send Prompt)

OpenAI recommends using the **Chat** action for the latest gpt-3.5-turbo API, since it's faster and 10x cheaper. This action creates a completion for the provided prompt and parameters using the older /completions API. See the documentation

Analyze Image Content

Send a message or question about an image and receive a response. See the documentation

Cancel Run (Assistants)

Cancels a run that is in progress. See the documentation

Chat with Assistant

Sends a message and generates a response, storing the message history for a continuous conversation. See the documentation

Chat With Responses API

Send a chat via the Responses API, mixing built-in tools and MCP server tools. See the documentation.

Convert Text to Speech (TTS)

Generates audio from the input text. See the documentation

Create Assistant

Creates an assistant with a model and instructions. See the documentation

Create Batch

Creates and executes a batch from an uploaded file of requests. See the documentation

Create Fine Tuning Job

Creates a job that fine-tunes a specified model from a given dataset. See the documentation

Create Moderation

Classifies if text is potentially harmful. See the documentation

Create Thread (Assistants)

Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. See the documentation

Create Vector Store

Create a vector store. See the documentation

Create Vector Store File

Create a vector store file. See the documentation

Delete File

Deletes a specified file from OpenAI. See the documentation

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Docusign trigger → Create/Update in OpenAI (ChatGPT)

Most Popular
DocusignDocusign

New Change in Envelope Status

OpenAI (ChatGPT)OpenAI (ChatGPT)

Chat

When OpenAI (ChatGPT) trigger → Update Docusign

Bi-directional
OpenAI (ChatGPT)OpenAI (ChatGPT)

New Batch Completed

DocusignDocusign

Create Draft

How It Works

1

Connect Apps

Authenticate your Docusign and OpenAI (ChatGPT) accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Docusign and OpenAI (ChatGPT) with 6 public triggers available for instant updates.

Automated Actions

Execute 37 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Docusign and OpenAI (ChatGPT) in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Docusign and OpenAI (ChatGPT) with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect OpenAI (ChatGPT) to Docusign for bidirectional automation

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