Connect Docusign to Zendesk

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

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

Creates a signature request from a template See the docs here

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

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

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

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

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

Add tags to a ticket (appends to existing tags). See the documentation.

Creates a ticket. See the documentation.

Deletes a ticket. See the documentation.

Retrieves an article by its ID. See the documentation.

Retrieves a macro by its ID. See the documentation.

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Retrieves information about a specific ticket. See the documentation.

Retrieves information about a specific user. See the documentation.

Lists all active shared and personal macros available to the current user. See the documentation.

Retrieves a list of articles. See the documentation.

Retrieves available options for the Fields field.

Retrieves all locales. See the documentation.

Retrieves available options for the Macro Category field.

Retrieves all macros. See the documentation.

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

Retrieves all comments for a specific ticket. See the documentation.

Retrieves a list of tickets. See the documentation.

Remove specific tags from a ticket. See the documentation.

Searches Help Center articles. See the documentation.

Searches Help Center community posts. See the documentation.

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.

Search for macros by name. See the documentation.

Searches for tickets using Zendesk's search API. See the documentation.

Sets one or more custom field values on a ticket. See the documentation.