DocuSign

Automate Your Agreement Workflows with Assista and DocuSign

Connecting your DocuSign account to Assista automates your entire contract lifecycle, from sending the agreement to kicking off the project. Free yourself from the repetitive tasks of manually sending proposals and the administrative work that follows every signature.

For solopreneurs, consultants, and founders, Assista ensures your agreements are sent at the right time and that post-signature actions, like updating your CRM and notifying your team, happen automatically, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your DocuSign account, giving you the building blocks to create powerful automations. With over 120 actions available, you can manage your entire agreement process.

• Create Envelope from Template: Automatically generate and send a new document for signature using one of your existing DocuSign templates.
• Get Envelope Status: Check the current status of any sent envelope to see if it has been viewed, signed, or completed.
• Get Envelope Documents: Retrieve the documents associated with a specific envelope.
• Create Signing Link: Generate a unique URL for a recipient to begin the signing process.
• List Templates: Retrieve a list of all available templates in your DocuSign account to use in your workflows.

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Begin using DocuSign templates today to unlock more from your business tools and reduce manual effort!