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Connect DocuSign to OpenTag

Inspect agreements and envelopes, with supported signing-workflow actions when available.

Slack Marketplace approvedBacked byY Combinator
Connect DocuSignRead the integration guide

OpenTag + DocuSign

Put DocuSign to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your DocuSign connection, then brings the result back to the channel or DM where the work started.

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

  1. 1

    Choose DocuSign

    Open Integrations in OpenTag, select DocuSign, and authorise the account you want to use.

  2. 2

    Review access

    Check the sharing and read or write choices shown for that account before completing the connection.

  3. 3

    Start the work

    Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

Routines that use DocuSign

Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.

  • FinanceEvery Wednesday

    Stalled agreements report

    Find agreements still waiting on signatures and group them by owner and time outstanding.

    • DocuSign
    • Slack
    Example request

    “Every Wednesday at 10:00 [timezone], list DocuSign envelopes still waiting on signatures, grouped by owner and time outstanding. Post links in #operations.”

    View routine

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