DocuSeal

These are the DocuSeal actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

• Archive Submission

  Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.

• Archive Template

  Tool to archive a specific template by its unique identifier. Use after verifying the template ID.

• Clone Template (v2)

  Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.

• Create Submission

  Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.

• Create Submission From DOCX

  Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use

• Create Submission From HTML

  Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or <signature-field>) will be automatically converted to fillable form fields.

• Create Submission From PDF

  Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.

• Create Submissions From Emails

  Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.

• Create Template from DOCX

  Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.

• Create Template From PDF

  Tool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.

• Get Submission

  Tool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.

• Get Submission Documents

  Tool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.

• Get Submitter

  Tool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.

• Get Template

  Tool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.

• List Submissions

  List document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or phone.

• List Submitters

  Retrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large result sets using 'after' and 'before' cursors Examples: - List all submitters: {} - Filter by submission: {"submission_id": 12345} - Search by email: {"q": "john@example.com"} - Get completed submitters in a date range: {"completed_after": "2024-01-01T00:00:00Z", "completed_before": "2024-12-31T23:59:59Z"} - Paginate results: {"limit": 50, "after": 3567000}

• List Templates (Enhanced)

  Tool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.

• Merge Templates

  Merge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document package from existing templates. The merged template will contain all documents and fields from the source templates. Requires at least one template ID, but typically used with two or more.

• Update Submitter

  Tool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend requests, or programmatically complete submissions.

• Update Template

  Tool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.

• Update Template Documents

  Tool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.

• Create Template from HTML

  Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.