DocuSign integration
Sync DocuSign users, permission groups, and memberships, and manage users and send documents from service workflows.
What it connects
- Account users across your DocuSign account to track who has access.
- Permission groups that define how DocuSign access is organized.
- Group memberships mapping each user to their permission groups.
- Envelopes and their recipients, retrieved to check signing status for a request.
What it automates
- Create or update users when people join or change roles.
- Close users during offboarding so former staff can no longer sign in.
- Add or remove users from permission groups to match their responsibilities.
- Create envelopes from templates and send them for signature directly from a ticket.
In practice
- A new hire needs to sign an equipment agreement. STLabs creates the envelope from your template, sends it to them, and tracks its status on the ticket.
- When an employee leaves, STLabs checks their synced DocuSign group memberships, then closes their user so the account cannot be used again.
- A sales manager is promoted and needs broader sending rights. After approval, STLabs adds them to the right DocuSign permission group.
- Someone asks whether a contract was signed. STLabs pulls the envelope and its recipients and replies with the current signing status.
