MULTI-APP TOOLKIT
Build with Docusign + Sharepoint
Connect a user's Docusign and Sharepoint accounts and expose tools for both apps directly in your product or your agent.
- Multi-app
- One MCP session
- 38 actions
- 7 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Docusign and Sharepoint tool at once — connect once, list tools, and call them like any single-app session.
ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Docusign
Connected account
Sharepoint
Connected account
TOOLS
Docusign tools
The Docusign tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 13
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Create Draft
actionCreate and send an envelope, or create a draft envelope. See the documentation hereWritev0.0.6 -
Create Envelope
actionCreate a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use Create Envelope From File. See the documentationWritev0.0.3 -
Create Envelope From File
actionCreate and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as/sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use Create Recipient View with the same value. See the documentationWritev0.0.4 -
Create Recipient View
actionCreate an embedded signing URL for a selected envelope recipient. The recipient must have been created with aclientUserId. See the documentationWritev0.0.3 -
Create Signature Request
actionCreates a signature request from a template See the docs hereWritev0.1.6 -
Download Documents
actionDownload the documents of an envelope to the /tmp directory. See the documentation hereRead-onlyv0.0.5 -
Get Envelope
actionGet details for a DocuSign envelope by ID. Use List Envelopes first if you need to find an envelope ID. See the documentationRead-onlyv0.0.3 -
List Accounts
actionList the DocuSign accounts available to the connected user. Use this to find the Account ID required by other actions when the connected user belongs to more than one account. See the documentationRead-onlyv0.0.2
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- docusign,sharepoint
- Primary app
- Docusign (docusign)
- Second app
- Sharepoint (sharepoint)
- Authentication
- OAuth + OAuth
- Available actions
- 38
- Available triggers
- 7