Create a shared field for organizing DocuSign envelopes
When your team needs a consistent way to categorize agreements, start the account-level field setup from a clear Telegram request.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Create account custom field
Creates a new custom field at the account level in docusign, making it available for all new envelopes associated with the account. this endpoint enables account administrators to define custom fields for enhanced envelope management and grouping. the created custom field can be of type 'text' or 'list', and can be set as required or optional. it's particularly useful for standardizing data collection across all envelopes within an account and can optionally be applied to existing templates.
Why this helps
Without a shared category convention, agreements can be harder to sort consistently across the account.
- Make a category field available for new envelopes.
- Standardize agreement organization across the account.
- Start an administrative setup request from a familiar chat.
Setup
Build it in a few focused steps.
- 1Connect Telegram and DocuSign to Notis once in the portal.
- 2Create the automation in the portal or ask Notis using one plain-language instruction.
- 3Describe the explicit admin request and the account-level custom field to create, including its type and whether it is required.
- 4Choose New Message Received as the trigger and select the run-report channel.
- 5Test only with an authorized account setup request and verify the field in DocuSign.
Questions about this workflow
Will the field be available on existing envelopes?
The action creates an account-level field available for new envelopes and can optionally apply it to existing templates.
What field types are supported?
The action supports text and list custom fields, and the field can be required or optional.
Who should use this workflow?
Use it for an authorized account administrator's explicit setup request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Docusign. A trigger fires from one place; an action lands in another.
Telegram triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
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When this happens · Trigger
Do this · Action
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