DocuSign Integration Template

Integrate DocuSign eSignature services into your Mid-call Actions and enable your AI assistant to automatically send contracts, consent forms, and other documents for electronic signature during customer conversations.

Overview & Features

Electronic Signatures

Immediate sending of documents for eSignature
Template-based document generation
Multi-signer workflows for complex contracts
Legally binding electronic signatures (EU eIDAS)

Contract Automation

Automatic contract sending upon deal closure
Consent forms for GDPR compliance
Order confirmations and service agreements
Integration with CRM and legal workflows

DocuSign API & Account Setup

1. DocuSign Developer Account

Prepare DocuSign Account

Create a DocuSign developer account
Go to the developer dashboard
Note your account ID

Create Integration

Integration-Setup:
"Apps and Keys" → "Add App and Integration Key"
App Name: "Famulor Mid-Call Integration"
Record Integration Key (Client ID)
Generate and securely store Secret Key

Configure OAuth 2.0

OAuth-Flow:
  Authorization URL: https://account-d.docusign.com/oauth/auth
  Token URL: https://account-d.docusign.com/oauth/token
  
Required Scopes:
  - signature (for eSignature features)
  - extended (for advanced API features)

Prepare Templates

Create DocuSign templates for frequently used documents
Document template IDs for API integration
Define signing roles and fields

Configure DocuSign Tool

Configuration in Famulor Interface

Tool Details
Header Configuration
Request Body Template

Field	Value
Name*	`DocuSign Dokument senden`
Description	”Automatically sends documents for electronic signature via DocuSign”
Function Name*	`send_docusign_envelope`
Function Description*	“Sends a document for signature via DocuSign. Use this for contracts, consent forms, or order confirmations after successful calls.”
HTTP Method	`POST`
Timeout (ms)	`10000`
Endpoint*	`https://demo.docusign.net/restapi/v2.1/accounts/{account_id}/envelopes`

{
  "Authorization": "Bearer {{DOCUSIGN_TOKEN}}",
  "Content-Type": "application/json",
  "User-Agent": "Famulor-MidCall-DocuSign/1.0"
}

{
  "emailSubject": "{email_subject}",
  "emailBlurb": "{email_message}",
  "templateId": "{template_id}",
  "templateRoles": [
    {
      "email": "{signer_email}",
      "name": "{signer_name}",
      "roleName": "{role_name}",
      "tabs": {
        "textTabs": [
          {
            "tabLabel": "customer_name",
            "value": "{signer_name}"
          },
          {
            "tabLabel": "date",
            "value": "{current_date}"
          }
        ]
      }
    }
  ],
  "status": "sent",
  "customFields": {
    "textCustomFields": [
      {
        "name": "source",
        "value": "mid_call_tool"
      },
      {
        "name": "call_id",
        "value": "{call_reference}"
      }
    ]
  }
}

Parameter Schema

{
  "type": "object",
  "properties": {
    "account_id": {
      "type": "string",
      "description": "DocuSign Account ID"
    },
    "email_subject": {
      "type": "string",
      "description": "Email subject for the signer",
      "examples": ["Please sign the contract", "Consent form required", "Order confirmation"]
    },
    "email_message": {
      "type": "string",
      "description": "Accompanying email text for the signer"
    },
    "template_id": {
      "type": "string",
      "description": "DocuSign template ID for the document to send"
    },
    "signer_email": {
      "type": "string",
      "format": "email",
      "description": "Signer's email address"
    },
    "signer_name": {
      "type": "string",
      "description": "Signer's full name"
    },
    "role_name": {
      "type": "string",
      "enum": ["Signer", "Approver", "Witness"],
      "description": "Signer's role in the document",
      "default": "Signer"
    },
    "current_date": {
      "type": "string",
      "format": "date",
      "description": "Current date for automatic filling"
    },
    "call_reference": {
      "type": "string",
      "description": "Call reference ID for audit trail"
    },
    "urgency": {
      "type": "string",
      "enum": ["normal", "urgent"],
      "description": "Urgency of signature",
      "default": "normal"
    }
  },
  "required": ["account_id", "email_subject", "template_id", "signer_email", "signer_name"]
}

Practical Use Cases

Scenario 1: Closing a Contract After Sales Call

Deal Closing Moment

Sales-Context:
  Customer: "Yes, I accept the offer. What happens next?"
  
AI: "Fantastic! I will send you the contract for electronic signature right away..."

send_docusign_envelope:
  email_subject: "Service Contract for Signature - Example AG"
  template_id: "abc123-def456-ghi789"  # Service Agreement Template
  signer_email: "max@beispiel.de"
  signer_name: "Max Mustermann"
  role_name: "Signer"

Customer Communication

AI response after envelope sent:
  "The contract has been sent to max@beispiel.de.  
   You will receive an email with the signature link shortly.  
   The contract is pre-filled - you just need to sign electronically."

Follow-up information:
  "Once you have signed, we will immediately activate all services  
   and you will receive confirmation along with your access data."

Privacy Consent Management

Data Protection Compliance Workflow:

GDPR-Context:
  New customer relationship requires explicit consent
  
DocuSign Template Types:
  - Data Processing Agreement (DPA)
  - Marketing Communication Consent
  - Analytics Tracking Consent
  - Third-Party Data Sharing Agreement

Automation:
  Without consent → services limited  
  With consent → full service activation  
  Consent withdrawal → automatic data purging

Multi-Language Support

International Contracts:
  DE Template: "template_id_german"
  EN Template: "template_id_english"  
  FR Template: "template_id_french"
  
Customer Language Detection:
  From conversation → automatic template selection  
  Fallback → English as default
  
Legal Compliance:
  EU Customers → GDPR-compliant templates  
  US Customers → CCPA-compliant templates  
  International → standard legal templates

DocuSign Response Handling

{
  "envelopeId": "abc123def456-ghi789-jkl012",
  "status": "sent",
  "statusDateTime": "2024-01-15T10:30:00.000Z",
  "uri": "/envelopes/abc123def456-ghi789-jkl012"
}

Natural Language Integration:

Pre-Action: "I am sending the document to {{signer_name}} for signature..."
Success: "Document has been sent for signature. Envelope ID: {{response.envelopeId}}"

Mid-Call Tools

Mid-Call Tool Integrations

DocuSign Integration

DocuSign Integration Template

Overview & Features

Electronic Signatures

Contract Automation

DocuSign API & Account Setup

1. DocuSign Developer Account

Configure DocuSign Tool

Configuration in Famulor Interface

Parameter Schema

Practical Use Cases

Scenario 1: Closing a Contract After Sales Call

DocuSign Response Handling

Mid-Call Tools

Mid-Call Tool Integrations

​DocuSign Integration Template

​Overview & Features

Electronic Signatures

Contract Automation

​DocuSign API & Account Setup

​1. DocuSign Developer Account

​Configure DocuSign Tool

​Configuration in Famulor Interface

​Parameter Schema

​Practical Use Cases

​Scenario 1: Closing a Contract After Sales Call

​Scenario 2: GDPR Consent Forms

​DocuSign Response Handling

DocuSign Integration Template

Overview & Features

DocuSign API & Account Setup

1. DocuSign Developer Account

Configure DocuSign Tool

Configuration in Famulor Interface

Parameter Schema

Practical Use Cases

Scenario 1: Closing a Contract After Sales Call

Scenario 2: GDPR Consent Forms

DocuSign Response Handling