# Connect DocuSign to Odoo and automate your tasks Describe to build Activity reports Fully supported MESA's DocuSign to Odoo integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes. [Try MESA for free](/content/pricing/index.html) ★★★★★ 4.9 rating on Shopify App Store Start when... Personalize with built-in tools... Then, do this... Trusted by 1,000+ Shopify merchants ## Why integrate DocuSign with Odoo The DocuSign to Odoo integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. [Order automation →](/content/solutions/order-automation/index.html) ### Trigger Shopify workflows when a contract is signed in DocuSign When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems. [Enterprise automation →](/content/solutions/enterprise-automation/index.html) ### Create and send DocuSign envelopes from Shopify order events When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed. [Data integration →](/content/solutions/data-integration/index.html) ### Keep Shopify customer records current when DocuSign status changes When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately. [Order automation →](/content/solutions/order-automation/index.html) ### Push every Shopify order into Odoo for back-office processing When an order is placed in Shopify, MESA sends it to Odoo with the relevant details — line items, customer record, payment status — already populated. Your ERP reflects every sale the moment it happens without a manual import step or a scheduled sync holding things back. [Inventory management →](/content/solutions/inventory-management/index.html) ### Keep inventory accurate across Shopify and Odoo in real time When stock changes in Odoo — a production run completed, a purchase order received, a manual adjustment — MESA updates the corresponding Shopify product availability. Your storefront never oversells what your ERP knows isn't there. [Data integration →](/content/solutions/data-integration/index.html) ### Sync Shopify customer records with Odoo's CRM and accounting modules When a new customer places their first Shopify order, MESA creates or updates their record in Odoo across the relevant modules — CRM, accounting, contacts. Your back-office always reflects the same customer your storefront sees without periodic reconciliation between systems. ## Build any DocuSign and Odoo automation MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running. ###### Customer Created Starts when a customer is created - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Normalized Email - Blacklist - Bounce - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Name - Complete Name - Title - Related Company - Parent name - Contact - Reference - Language - Active Lang Count - Timezone - Timezone offset - Salesperson - Tax ID - Partner with same Tax ID - Partner with same Company Registry - Company ID - Banks - Website Link - Notes - Tags - Active - Employee - Job Position - Address Type - Street - Street2 - Zip - City - State - Country - Country Code - Geo Latitude - Geo Longitude - Email - Formatted Email - Phone - Mobile - Is a Company - Is Public - Industry - Company Type - Company - Color Index - Users - Share Partner - Complete Address - Commercial Entity - Company Name Entity - Company Name - Barcode - Self - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - IM Status - Channels - Inlined Complete Address - Starred Message - Contact Address Complete - Signup Token - Signup Token Type - Signup Expiration - Signup Token is Valid - Signup URL - \# Meetings - Meetings - Last notification marked as read from base Calendar - Pricelist - Sales Team - Employees - Employees Count - Company database ID - Additional info - Sanitized Number - Phone Blacklisted - Blacklisted Phone is Phone - Blacklisted Phone Is Mobile - Phone/Mobile - Certifications Count - Company Certifications Count - OCN Token - Payment Tokens - Payment Token Count - \# Signatures - Fiscal Country Codes - Total Receivable - Credit To Invoice - Credit Limit - Partner Limit - Show Credit Limit - Days Sales Outstanding (DSO) - Total Payable - Payable Limit - Total Invoiced - Currency - Journal Items - Account Payable - Account Receivable - Fiscal Position - Customer Payment Terms - Vendor Payment Terms - Companies that refers to partner - Has Unreconciled Entries - Latest Invoices & Payments Matching Date - Invoices - Partner Contracts - Bank - Degree of trust you have in this debtor - Ignore Abnormal Invoice Date - Ignore Abnormal Invoice Amount - Invoice - Message for Invoice - Supplier Rank - Customer Rank - Duplicated Bank Account Partners Count - Opportunities - Opportunity - Projects - Tasks - \# Tasks - Customer Location - Vendor Location - Stock Picking - Message for Stock Picking - Format - Peppol Endpoint - Peppol e-address (EAS) - Supplier Currency - Purchase Order Count - \# Vendor Bills - Purchase Order - Message for Purchase Order - Receipt Reminder - Days Before Receipt - Buyer - Online Partner Information - Account Represented Company - Purchase Lines - On-Time Delivery Rate - Sale Order Count - Sales Order - Sales Warnings - Message for Sales Order - Next reminder - Unreconciled Aml - Unpaid Invoice - Unpaid Invoices Count - Total Due - Total Overdue - Follow-up Status - Follow-up Level - Reminders - Responsible ###### Customer Updated Starts when a customer is updated - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Normalized Email - Blacklist - Bounce - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Name - Complete Name - Title - Related Company - Parent name - Contact - Reference - Language - Active Lang Count - Timezone - Timezone offset - Salesperson - Tax ID - Partner with same Tax ID - Partner with same Company Registry - Company ID - Banks - Website Link - Notes - Tags - Active - Employee - Job Position - Address Type - Street - Street2 - Zip - City - State - Country - Country Code - Geo Latitude - Geo Longitude - Email - Formatted Email - Phone - Mobile - Is a Company - Is Public - Industry - Company Type - Company - Color Index - Users - Share Partner - Complete Address - Commercial Entity - Company Name Entity - Company Name - Barcode - Self - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - IM Status - Channels - Inlined Complete Address - Starred Message - Contact Address Complete - Signup Token - Signup Token Type - Signup Expiration - Signup Token is Valid - Signup URL - \# Meetings - Meetings - Last notification marked as read from base Calendar - Pricelist - Sales Team - Employees - Employees Count - Company database ID - Additional info - Sanitized Number - Phone Blacklisted - Blacklisted Phone is Phone - Blacklisted Phone Is Mobile - Phone/Mobile - Certifications Count - Company Certifications Count - OCN Token - Payment Tokens - Payment Token Count - \# Signatures - Fiscal Country Codes - Total Receivable - Credit To Invoice - Credit Limit - Partner Limit - Show Credit Limit - Days Sales Outstanding (DSO) - Total Payable - Payable Limit - Total Invoiced - Currency - Journal Items - Account Payable - Account Receivable - Fiscal Position - Customer Payment Terms - Vendor Payment Terms - Companies that refers to partner - Has Unreconciled Entries - Latest Invoices & Payments Matching Date - Invoices - Partner Contracts - Bank - Degree of trust you have in this debtor - Ignore Abnormal Invoice Date - Ignore Abnormal Invoice Amount - Invoice - Message for Invoice - Supplier Rank - Customer Rank - Duplicated Bank Account Partners Count - Opportunities - Opportunity - Projects - Tasks - \# Tasks - Customer Location - Vendor Location - Stock Picking - Message for Stock Picking - Format - Peppol Endpoint - Peppol e-address (EAS) - Supplier Currency - Purchase Order Count - \# Vendor Bills - Purchase Order - Message for Purchase Order - Receipt Reminder - Days Before Receipt - Buyer - Online Partner Information - Account Represented Company - Purchase Lines - On-Time Delivery Rate - Sale Order Count - Sales Order - Sales Warnings - Message for Sales Order - Next reminder - Unreconciled Aml - Unpaid Invoice - Unpaid Invoices Count - Total Due - Total Overdue - Follow-up Status - Follow-up Level - Reminders - Responsible ###### Inventory Updated Starts when a product inventory is updated ###### Order Created Starts when an order is created - Campaign - Source - Medium - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Portal Access URL - Security Token - Access warning - Order Reference - Company - Customer - Status - Locked - Customer Reference - Creation Date - Delivery Date - Order Date - Source Document - Payment Ref. - Online signature - Online payment - Prepayment percentage - Signed By - Signed On - Expiration - Invoicing Journal - Terms and conditions - Invoice Address - Delivery Address - Fiscal Position - Payment Terms - Pricelist - Currency - Currency Rate - Salesperson - Sales Team - Order Lines - Untaxed Amount - Taxes - Total - Amount to invoice - Already invoiced - Invoice Count - Invoices - Invoice Status - Transactions - Authorized Transactions - Amount Paid - Analytic Account - Tags - Amount Before Discount - Country code - Expected Date - Is Expired - Partner Credit Warning - Tax Calculation Rounding Method - Tax Country - Terms & Conditions format - Type Name - Has Fiscal Position Changed - Has Active Pricelist - Has Pricelist Changed - ID - Display Name - Created by - Last Updated by - Last Updated on - Pending Email Template - Opportunity - Quotation Template - Optional Products Lines - Number of Purchase Order Generated - Incoterm - Incoterm Location - Shipping Policy - Warehouse - Transfers - Delivery Orders - Delivery Status - Procurement Group - Effective Date - JSON data for the popover widget - Has late picking - Planning Hours Planned - Planning Hours To Plan - Planning First Sale Line - Planning Initial Date - Tasks associated with this sale - Tasks - Display project - Project - Projects - Number of Projects - Milestone Count - Is Product Milestone - Show Create Project Button - Show Project Button - Show Task Button ###### Order Updated Starts when an order is updated - Campaign - Source - Medium - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Portal Access URL - Security Token - Access warning - Order Reference - Company - Customer - Status - Locked - Customer Reference - Creation Date - Delivery Date - Order Date - Source Document - Payment Ref. - Online signature - Online payment - Prepayment percentage - Signed By - Signed On - Expiration - Invoicing Journal - Terms and conditions - Invoice Address - Delivery Address - Fiscal Position - Payment Terms - Pricelist - Currency - Currency Rate - Salesperson - Sales Team - Order Lines - Untaxed Amount - Taxes - Total - Amount to invoice - Already invoiced - Invoice Count - Invoices - Invoice Status - Transactions - Authorized Transactions - Amount Paid - Analytic Account - Tags - Amount Before Discount - Country code - Expected Date - Is Expired - Partner Credit Warning - Tax Calculation Rounding Method - Tax Country - Terms & Conditions format - Type Name - Has Fiscal Position Changed - Has Active Pricelist - Has Pricelist Changed - ID - Display Name - Created by - Last Updated by - Last Updated on - Pending Email Template - Opportunity - Quotation Template - Optional Products Lines - Number of Purchase Order Generated - Incoterm - Incoterm Location - Shipping Policy - Warehouse - Transfers - Delivery Orders - Delivery Status - Procurement Group - Effective Date - JSON data for the popover widget - Has late picking - Planning Hours Planned - Planning Hours To Plan - Planning First Sale Line - Planning Initial Date - Tasks associated with this sale - Tasks - Display project - Project - Projects - Number of Projects - Milestone Count - Is Product Milestone - Show Create Project Button - Show Project Button - Show Task Button ###### Product Created Starts when a product is created - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Cost - Volume - Volume unit of measure label - Weight - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Product Packages - Vendors - Variant Seller - Active - Color Index - Is a product variant - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Barcode - Internal Reference - Number of price rules - Documents - Documents Count - Can Image 1024 be zoomed - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Customer Taxes - Tax String - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Quantity On Hand - Forecasted Quantity - Incoming - Outgoing - Location - Warehouse - Routes can be selected on this product - Routes - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Category Routes - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Purchased - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Costing Method - Inventory Valuation - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Sold - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Product Updated Starts when a product is updated - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Cost - Volume - Volume unit of measure label - Weight - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Product Packages - Vendors - Variant Seller - Active - Color Index - Is a product variant - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Barcode - Internal Reference - Number of price rules - Documents - Documents Count - Can Image 1024 be zoomed - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Customer Taxes - Tax String - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Quantity On Hand - Forecasted Quantity - Incoming - Outgoing - Location - Warehouse - Routes can be selected on this product - Routes - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Category Routes - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Purchased - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Costing Method - Inventory Valuation - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Sold - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Product Variant Created Starts when a product variant is created - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Variant Price Extra - Sales Price - Internal Reference - Reference - Customer Ref - Active - Product Template - Barcode - Attribute Values - Variant Values - Combination Indices - Is Product Variant - Cost - Volume - Weight - Number of price rules - Documents - Documents Count - Product Packages - Additional Product Tags - All Product Tag - Can Variant Image 1024 be zoomed - Can Image 1024 be zoomed - Write Date - ID - Display Name - Created by - Created on - Last Updated by - Tax String - Stock Quant - Stock Move - Quantity On Hand - Forecasted Quantity - Free To Use Quantity - Incoming - Outgoing - Minimum Stock Rules - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Putaway Rules - Storage Category Capacity - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Barcode is valid EAN - Purchased - Value Svl - Quantity Svl - Average Cost - Total Value - Valuation Currency - Stock Valuation Layer - Inventory Valuation - Costing Method - PO Lines - Sold - Product Catalog Product Is In Sale Order - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Volume unit of measure label - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Vendors - Variant Seller - Color Index - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - Customer Taxes - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Location - Warehouse - Routes can be selected on this product - Routes - Category Routes - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Product Variant Updated Starts when a product variant is updated - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Variant Price Extra - Sales Price - Internal Reference - Reference - Customer Ref - Active - Product Template - Barcode - Attribute Values - Variant Values - Combination Indices - Is Product Variant - Cost - Volume - Weight - Number of price rules - Documents - Documents Count - Product Packages - Additional Product Tags - All Product Tag - Can Variant Image 1024 be zoomed - Can Image 1024 be zoomed - Write Date - ID - Display Name - Created by - Created on - Last Updated by - Tax String - Stock Quant - Stock Move - Quantity On Hand - Forecasted Quantity - Free To Use Quantity - Incoming - Outgoing - Minimum Stock Rules - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Putaway Rules - Storage Category Capacity - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Barcode is valid EAN - Purchased - Value Svl - Quantity Svl - Average Cost - Total Value - Valuation Currency - Stock Valuation Layer - Inventory Valuation - Costing Method - PO Lines - Sold - Product Catalog Product Is In Sale Order - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Volume unit of measure label - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Vendors - Variant Seller - Color Index - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - Customer Taxes - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Location - Warehouse - Routes can be selected on this product - Routes - Category Routes - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Click Agreed Starts when a recipient accepts an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Click Declined Starts when a recipient declines an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Completed Starts when an envelope has been completed by all recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Corrected Starts when an envelope is corrected. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Created Starts when a new envelope is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Declined Starts when an envelope has been declined by one of the recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Deleted Starts when an already-sent envelope is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Delivered Starts when all recipients have opened the envelope through the DocuSign signing website. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Discarded Starts when an envelope in a created or draft state is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Purged Starts when an envelope is queued to be purged. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Resent Starts when an envelope is resent. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Sent Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Voided Starts when an envelope has been voided by the sender or has expired. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Authentication Failed Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Auto Responded Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Completed Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Declined Starts when a recipient declines to sign the document(s) in the envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delegate Starts when a delegated signer is sent an envelope and after a Delegation rule is in place. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delivered Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Finish Later Starts when a recipient selects finish on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Reassigned Starts when an envelope is reassigned by a recipient. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Resent Starts when a recipient selects finish within the web application on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Sent Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Created Starts when a template is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Deleted Starts when a template is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Modified Starts when a template is modified. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Convert Country & State to Odoo Ids Convert a county and state to the corresponding Odoo Ids - Country ID - State ID ###### Create Custom Model Create a custom model. - Custom Entity Name (e.g. 'res.country') ###### Create Customer Create a new customer record. ###### Create Order Create an order. ###### Create Order Line Create an order line. ###### Create Product Create a product. ###### Create Product Variant Create a product variant. ###### Delete Custom Model Remove a custom model. ###### Delete Customer Remove a customer record. ###### Delete Order Remove an order. ###### Delete Order Line Remove an order line. ###### Delete Product Remove a product. ###### Delete Product Variant Remove a product's variant. ###### List Custom Model Catalog all custom models. ###### List Customer Catalog all customer records. - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Normalized Email - Blacklist - Bounce - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Name - Complete Name - Title - Related Company - Parent name - Contact - Reference - Language - Active Lang Count - Timezone - Timezone offset - Salesperson - Tax ID - Partner with same Tax ID - Partner with same Company Registry - Company ID - Banks - Website Link - Notes - Tags - Active - Employee - Job Position - Address Type - Street - Street2 - Zip - City - State - Country - Country Code - Geo Latitude - Geo Longitude - Email - Formatted Email - Phone - Mobile - Is a Company - Is Public - Industry - Company Type - Company - Color Index - Users - Share Partner - Complete Address - Commercial Entity - Company Name Entity - Company Name - Barcode - Self - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - IM Status - Channels - Inlined Complete Address - Starred Message - Contact Address Complete - Signup Token - Signup Token Type - Signup Expiration - Signup Token is Valid - Signup URL - \# Meetings - Meetings - Last notification marked as read from base Calendar - Pricelist - Sales Team - Employees - Employees Count - Company database ID - Additional info - Sanitized Number - Phone Blacklisted - Blacklisted Phone is Phone - Blacklisted Phone Is Mobile - Phone/Mobile - Certifications Count - Company Certifications Count - OCN Token - Payment Tokens - Payment Token Count - \# Signatures - Fiscal Country Codes - Total Receivable - Credit To Invoice - Credit Limit - Partner Limit - Show Credit Limit - Days Sales Outstanding (DSO) - Total Payable - Payable Limit - Total Invoiced - Currency - Journal Items - Account Payable - Account Receivable - Fiscal Position - Customer Payment Terms - Vendor Payment Terms - Companies that refers to partner - Has Unreconciled Entries - Latest Invoices & Payments Matching Date - Invoices - Partner Contracts - Bank - Degree of trust you have in this debtor - Ignore Abnormal Invoice Date - Ignore Abnormal Invoice Amount - Invoice - Message for Invoice - Supplier Rank - Customer Rank - Duplicated Bank Account Partners Count - Opportunities - Opportunity - Projects - Tasks - \# Tasks - Customer Location - Vendor Location - Stock Picking - Message for Stock Picking - Format - Peppol Endpoint - Peppol e-address (EAS) - Supplier Currency - Purchase Order Count - \# Vendor Bills - Purchase Order - Message for Purchase Order - Receipt Reminder - Days Before Receipt - Buyer - Online Partner Information - Account Represented Company - Purchase Lines - On-Time Delivery Rate - Sale Order Count - Sales Order - Sales Warnings - Message for Sales Order - Next reminder - Unreconciled Aml - Unpaid Invoice - Unpaid Invoices Count - Total Due - Total Overdue - Follow-up Status - Follow-up Level - Reminders - Responsible ###### List Order Catalog all orders. - Campaign - Source - Medium - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Portal Access URL - Security Token - Access warning - Order Reference - Company - Customer - Status - Locked - Customer Reference - Creation Date - Delivery Date - Order Date - Source Document - Payment Ref. - Online signature - Online payment - Prepayment percentage - Signed By - Signed On - Expiration - Invoicing Journal - Terms and conditions - Invoice Address - Delivery Address - Fiscal Position - Payment Terms - Pricelist - Currency - Currency Rate - Salesperson - Sales Team - Order Lines - Untaxed Amount - Taxes - Total - Amount to invoice - Already invoiced - Invoice Count - Invoices - Invoice Status - Transactions - Authorized Transactions - Amount Paid - Analytic Account - Tags - Amount Before Discount - Country code - Expected Date - Is Expired - Partner Credit Warning - Tax Calculation Rounding Method - Tax Country - Terms & Conditions format - Type Name - Has Fiscal Position Changed - Has Active Pricelist - Has Pricelist Changed - ID - Display Name - Created by - Last Updated by - Last Updated on - Pending Email Template - Opportunity - Quotation Template - Optional Products Lines - Number of Purchase Order Generated - Incoterm - Incoterm Location - Shipping Policy - Warehouse - Transfers - Delivery Orders - Delivery Status - Procurement Group - Effective Date - JSON data for the popover widget - Has late picking - Planning Hours Planned - Planning Hours To Plan - Planning First Sale Line - Planning Initial Date - Tasks associated with this sale - Tasks - Display project - Project - Projects - Number of Projects - Milestone Count - Is Product Milestone - Show Create Project Button - Show Project Button - Show Task Button ###### List Order Lines Catalog all order lines. - Analytic Precision - Order Reference - Sequence - Company - Currency - Customer - Salesperson - Order Status - Tax Country - Display Type - Is a down payment - Is expense - Product - Product Template - Category - Custom Values - Extra Values - Description - Quantity - Unit of Measure - Taxes - Pricelist Item - Unit Price - Discount (%) - Subtotal - Total Tax - Total - Price Reduce Tax excl - Price Reduce Tax incl - Packaging - Packaging Quantity - Lead Time - Method to update delivered qty - Delivery Quantity - Invoiced Quantity - Quantity To Invoice - Analytic lines - Invoice Lines - Invoice Status - Untaxed Invoiced Amount - Untaxed Amount To Invoice - Product Type - Can Edit Product - Product Uom Readonly - Tax calculation rounding method - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Optional Products Lines - Is the product configurable? - Attribute Values - Generated Purchase Lines - Number of generated purchase items - Route - Stock Moves - Virtual Available At Date - Scheduled Date - Forecast Expected Date - Free Qty Today - Qty Available Today - Warehouse - Qty To Deliver - Is Mto - Display Qty Widget - Is a Service - Planning Slot - Planning Hours Planned - Planning Hours To Plan - Generated Project - Generated Task - Reached Milestones ###### List Product Catalog all products. - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Cost - Volume - Volume unit of measure label - Weight - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Product Packages - Vendors - Variant Seller - Active - Color Index - Is a product variant - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Barcode - Internal Reference - Number of price rules - Documents - Documents Count - Can Image 1024 be zoomed - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Customer Taxes - Tax String - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Quantity On Hand - Forecasted Quantity - Incoming - Outgoing - Location - Warehouse - Routes can be selected on this product - Routes - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Category Routes - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Purchased - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Costing Method - Inventory Valuation - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Sold - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### List Product Variant Catalog all product's variants. - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Variant Price Extra - Sales Price - Internal Reference - Reference - Customer Ref - Active - Product Template - Barcode - Attribute Values - Variant Values - Combination Indices - Is Product Variant - Cost - Volume - Weight - Number of price rules - Documents - Documents Count - Product Packages - Additional Product Tags - All Product Tag - Can Variant Image 1024 be zoomed - Can Image 1024 be zoomed - Write Date - ID - Display Name - Created by - Created on - Last Updated by - Tax String - Stock Quant - Stock Move - Quantity On Hand - Forecasted Quantity - Free To Use Quantity - Incoming - Outgoing - Minimum Stock Rules - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Putaway Rules - Storage Category Capacity - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Barcode is valid EAN - Purchased - Value Svl - Quantity Svl - Average Cost - Total Value - Valuation Currency - Stock Valuation Layer - Inventory Valuation - Costing Method - PO Lines - Sold - Product Catalog Product Is In Sale Order - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Volume unit of measure label - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Vendors - Variant Seller - Color Index - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - Customer Taxes - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Location - Warehouse - Routes can be selected on this product - Routes - Category Routes - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Retrieve Custom Model Grab all details about the custom model. ###### Retrieve Customer Grab all details about the customer. - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Normalized Email - Blacklist - Bounce - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Name - Complete Name - Title - Related Company - Parent name - Contact - Reference - Language - Active Lang Count - Timezone - Timezone offset - Salesperson - Tax ID - Partner with same Tax ID - Partner with same Company Registry - Company ID - Banks - Website Link - Notes - Tags - Active - Employee - Job Position - Address Type - Street - Street2 - Zip - City - State - Country - Country Code - Geo Latitude - Geo Longitude - Email - Formatted Email - Phone - Mobile - Is a Company - Is Public - Industry - Company Type - Company - Color Index - Users - Share Partner - Complete Address - Commercial Entity - Company Name Entity - Company Name - Barcode - Self - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - IM Status - Channels - Inlined Complete Address - Starred Message - Contact Address Complete - Signup Token - Signup Token Type - Signup Expiration - Signup Token is Valid - Signup URL - \# Meetings - Meetings - Last notification marked as read from base Calendar - Pricelist - Sales Team - Employees - Employees Count - Company database ID - Additional info - Sanitized Number - Phone Blacklisted - Blacklisted Phone is Phone - Blacklisted Phone Is Mobile - Phone/Mobile - Certifications Count - Company Certifications Count - OCN Token - Payment Tokens - Payment Token Count - \# Signatures - Fiscal Country Codes - Total Receivable - Credit To Invoice - Credit Limit - Partner Limit - Show Credit Limit - Days Sales Outstanding (DSO) - Total Payable - Payable Limit - Total Invoiced - Currency - Journal Items - Account Payable - Account Receivable - Fiscal Position - Customer Payment Terms - Vendor Payment Terms - Companies that refers to partner - Has Unreconciled Entries - Latest Invoices & Payments Matching Date - Invoices - Partner Contracts - Bank - Degree of trust you have in this debtor - Ignore Abnormal Invoice Date - Ignore Abnormal Invoice Amount - Invoice - Message for Invoice - Supplier Rank - Customer Rank - Duplicated Bank Account Partners Count - Opportunities - Opportunity - Projects - Tasks - \# Tasks - Customer Location - Vendor Location - Stock Picking - Message for Stock Picking - Format - Peppol Endpoint - Peppol e-address (EAS) - Supplier Currency - Purchase Order Count - \# Vendor Bills - Purchase Order - Message for Purchase Order - Receipt Reminder - Days Before Receipt - Buyer - Online Partner Information - Account Represented Company - Purchase Lines - On-Time Delivery Rate - Sale Order Count - Sales Order - Sales Warnings - Message for Sales Order - Next reminder - Unreconciled Aml - Unpaid Invoice - Unpaid Invoices Count - Total Due - Total Overdue - Follow-up Status - Follow-up Level - Reminders - Responsible ###### Retrieve Order Grab all details about the order. - Campaign - Source - Medium - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Portal Access URL - Security Token - Access warning - Order Reference - Company - Customer - Status - Locked - Customer Reference - Creation Date - Delivery Date - Order Date - Source Document - Payment Ref. - Online signature - Online payment - Prepayment percentage - Signed By - Signed On - Expiration - Invoicing Journal - Terms and conditions - Invoice Address - Delivery Address - Fiscal Position - Payment Terms - Pricelist - Currency - Currency Rate - Salesperson - Sales Team - Order Lines - Untaxed Amount - Taxes - Total - Amount to invoice - Already invoiced - Invoice Count - Invoices - Invoice Status - Transactions - Authorized Transactions - Amount Paid - Analytic Account - Tags - Amount Before Discount - Country code - Expected Date - Is Expired - Partner Credit Warning - Tax Calculation Rounding Method - Tax Country - Terms & Conditions format - Type Name - Has Fiscal Position Changed - Has Active Pricelist - Has Pricelist Changed - ID - Display Name - Created by - Last Updated by - Last Updated on - Pending Email Template - Opportunity - Quotation Template - Optional Products Lines - Number of Purchase Order Generated - Incoterm - Incoterm Location - Shipping Policy - Warehouse - Transfers - Delivery Orders - Delivery Status - Procurement Group - Effective Date - JSON data for the popover widget - Has late picking - Planning Hours Planned - Planning Hours To Plan - Planning First Sale Line - Planning Initial Date - Tasks associated with this sale - Tasks - Display project - Project - Projects - Number of Projects - Milestone Count - Is Product Milestone - Show Create Project Button - Show Project Button - Show Task Button ###### Retrieve Order Line Grab all details about the order line. - Analytic Precision - Order Reference - Sequence - Company - Currency - Customer - Salesperson - Order Status - Tax Country - Display Type - Is a down payment - Is expense - Product - Product Template - Category - Custom Values - Extra Values - Description - Quantity - Unit of Measure - Taxes - Pricelist Item - Unit Price - Discount (%) - Subtotal - Total Tax - Total - Price Reduce Tax excl - Price Reduce Tax incl - Packaging - Packaging Quantity - Lead Time - Method to update delivered qty - Delivery Quantity - Invoiced Quantity - Quantity To Invoice - Analytic lines - Invoice Lines - Invoice Status - Untaxed Invoiced Amount - Untaxed Amount To Invoice - Product Type - Can Edit Product - Product Uom Readonly - Tax calculation rounding method - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Optional Products Lines - Is the product configurable? - Attribute Values - Generated Purchase Lines - Number of generated purchase items - Route - Stock Moves - Virtual Available At Date - Scheduled Date - Forecast Expected Date - Free Qty Today - Qty Available Today - Warehouse - Qty To Deliver - Is Mto - Display Qty Widget - Is a Service - Planning Slot - Planning Hours Planned - Planning Hours To Plan - Generated Project - Generated Task - Reached Milestones ###### Retrieve Product Grab all details about the product. - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Cost - Volume - Volume unit of measure label - Weight - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Product Packages - Vendors - Variant Seller - Active - Color Index - Is a product variant - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Barcode - Internal Reference - Number of price rules - Documents - Documents Count - Can Image 1024 be zoomed - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - ID - Display Name - Created by - Created on - Last Updated by - Last Updated on - Customer Taxes - Tax String - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Quantity On Hand - Forecasted Quantity - Incoming - Outgoing - Location - Warehouse - Routes can be selected on this product - Routes - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Category Routes - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Purchased - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Costing Method - Inventory Valuation - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Sold - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Retrieve Product Variant Grab all details about the product's variant. - Activities - Activity State - Responsible User - Next Activity Type - Activity Type Icon - Next Activity Deadline - My Activity Deadline - Next Activity Summary - Activity Exception Decoration - Icon - Next Activity Calendar Event - Is Follower - Followers - Followers (Partners) - Messages - Has Message - Action Needed - Number of Actions - Message Delivery error - Number of errors - Attachment Count - Ratings - Website Messages - SMS Delivery error - Variant Price Extra - Sales Price - Internal Reference - Reference - Customer Ref - Active - Product Template - Barcode - Attribute Values - Variant Values - Combination Indices - Is Product Variant - Cost - Volume - Weight - Number of price rules - Documents - Documents Count - Product Packages - Additional Product Tags - All Product Tag - Can Variant Image 1024 be zoomed - Can Image 1024 be zoomed - Write Date - ID - Display Name - Created by - Created on - Last Updated by - Tax String - Stock Quant - Stock Move - Quantity On Hand - Forecasted Quantity - Free To Use Quantity - Incoming - Outgoing - Minimum Stock Rules - Nbr Moves In - Nbr Moves Out - Reordering Rules - Reordering Min Qty - Reordering Max Qty - Putaway Rules - Storage Category Capacity - Show On Hand Qty Status Button - Show Forecasted Qty Status Button - Barcode is valid EAN - Purchased - Value Svl - Quantity Svl - Average Cost - Total Value - Valuation Currency - Stock Valuation Layer - Inventory Valuation - Costing Method - PO Lines - Sold - Product Catalog Product Is In Sale Order - Name - Sequence - Description - Purchase Description - Sales Description - Product Type - Type - Product Category - Currency - Cost Currency - Sales Price - Volume unit of measure label - Weight unit of measure label - Can be Sold - Can be Purchased - Unit of Measure - Unit of Measure Name - Purchase UoM - Company - Vendors - Variant Seller - Color Index - Product Attributes - Valid Product Attribute Lines - Products - Product - \# Product Variants - Is a configurable product - Product Tooltip - Favorite - Product Template Tags - Properties - Customer Taxes - Vendor Taxes - Income Account - Expense Account - Account Tags - Fiscal Country Codes - Responsible - Production Location - Inventory Location - Customer Lead Time - Tracking - Description on Picking - Description on Delivery Orders - Description on Receptions - Location - Warehouse - Routes can be selected on this product - Routes - Category Routes - Control Policy - Purchase Order Line Warning - Message for Purchase Order Line - Price Difference Account - Track Service - Sales Order Line - Message for Sales Order Line - Re-Invoice Expenses - Re-Invoice Policy visible - Invoicing Policy - Optional Products - Subcontract Service - Plan Services - Planning Role - Create on Order - Project - Project Template - Service Invoicing Policy ###### Update Custom Model Modify a custom model. ###### Update Customer Modify a customer's account details. ###### Update Order Modify an order's details. ###### Update Order Line Modify an order line. ###### Update Product Modify a product's details. ###### Update Product Variant Modify a product's variant. ###### Add Email Setting Overrides To Envelope Add email settings to change who an email is sent to, and use BCC for email archiving. - Bcc Email Address ID - Email ###### Add New Step To Envelope's Workflow Add a new step to a workflow for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Add Or Replace Document in Envelope Appends or replaces a document in an envelope that's being processed or drafted. - 0 ###### Add Templates To Document in Envelope Append templates to an envelope's document. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Add Templates To Envelope Append templates to an envelope. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Adds Attachment To Draft or In-Process Envelope Appends an attachment to draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Adds Multiple Attachments To Draft or In-Process Envelope Appends multiple attachments to a draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Change Status of Envelope Transfer Rule Change the status of an envelope transfer rule between enabled and disabled. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Group - From User - Modified Date - Modified User - To Folder - To User ###### Change Status of Multiple Envelope Transfer Rules Change the status of one or more envelope transfer rules to enable/disable them. - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Create Custom Document Fields in Envelope Document Create custom document fields for envelope document. - Document Fields ###### Create Envelope Custom Fields for Envelope Create an envelope custom field for draft or in-process envelopes. - List Custom Fields - Text Custom Fields ###### Create Envelope Recipient Preview Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience. - Assertion ID - Authentication Instant - Authentication Method - Client U R Ls - Ping Frequency - Ping URL - Recipient ID - Return URL - Security Domain - X Frame Options - X Frame Options Allow From URL ###### Create Envelope Transfer Rule Create an envelope transfer rule. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Groups - From Users - Modified Date - Modified User - To Folder - To User ###### Create Link to Page for Manually Reviewing Ids Create an URL for a manual recipient ID review page. ###### Create Preview of Responsive Version of Document Generate a preview of a document's responsive HTML version. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Preview of Responsive Versions of all Documents in Envelope Generate a preview of responsive HTML versions of all documents in an envelope before sending. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Resource Token for Sender To Request ID Evidence Data Create a token for a sender to provide identification data for a recipient. ###### Creates an envelope Creates and sends an envelope or creates a draft envelope. - Envelope ID - Status - Status Date Time - Uri ###### Delete Custom Document Fields from Envelope Document Remove custom fields from an envelope document. - Error Details - Name - Original Value - Value ###### Delete Delayed Routing Rules for Envelope Workflow Step Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress. ###### Delete Email Setting Overrides for Envelope Remove all email override settings for an envelope. - Bcc Email Address ID - Email ###### Delete Envelope Custom Fields for Draft or In-Process Envelope Remove custom fields from drafts or in-process envelopes. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Delete Envelope Lock Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active. - Error Code - Message ###### Delete Envelope Transfer Rule Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature. ###### Delete Page from Document in Envelope Remove a page from a document in an envelope according to its page number. ###### Delete Recipient from Envelope Remove recipient from a draft or sent envelope. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Delete Scheduled Sending Rules for Envelope's Workflow Remove scheduled sending rules for an envelope's workflow before the countdown begins. ###### Delete Template from Document in Envelope Remove a template from an envelope's document. ###### Delete Workflow Definition for Envelope Remove workflow definition of a specified envelope and cancel scheduled email if any. ###### Delete Workflow Step from Envelope's Workflow Definition Remove a workflow step from an envelope. ###### Deletes Attachment from Draft Envelope Remove attachment from a draft envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of Document Page Images Based on Input Obtain a list of document pages' images based on input. - End Position - Next Uri - Pages - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Email Setting Overrides for Envelope Obtain a list of email override settings for an envelope. - Bcc Email Address ID - Email ###### Get List of Envelope Tab Data for Envelope Download envelope and tab data from sent or shared envelopes. - Email Subject - Envelope ID - Form Data - Prefill Form Data - Recipient Form Data - Sent Date Time - Status ###### Get List of Envelope Transfer Rules Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled). - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Envelope's Attachments Obtain a list of attachments for an envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid. - Document ID - Document ID Guid - HTML Definition ###### Get List of Original HTML Definitions used to generate Responsive HTML for Envelope Obtain a list of original HTML definitions used to generate responsive HTML for an envelope. - Document ID - Document ID Guid - HTML Definition ###### Get List of Scheduled Sending Rules for Envelope's Workflow Definition Obtain a list of scheduled sending rules based on template and workflow step. - Bulk List ID - Resume Date - Rules - Status ###### Get List of Sender Fields found in the Envelope’s Documents Obtain a list of sender fields found in the envelope’s documents. - Doc Gen Document Status - Document ID - Doc Gen Form Field List ###### Get List of Templates Associated With Document in Envelope Obtain a list of associated templates of specified envelope's document. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Templates Used in Envelope Obtain a list of names and IDs of server-side templates used in an envelope. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Workflow Definitions for Envelope Obtain a list of workflow definitions for a specified envelope. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Gets List of Documents in Envelope Obtain a list of envelope documents. - Added Recipient Ids - Attachment Tab ID - Authoritative Copy - Authoritative Copy Metadata - Available Document Types - Contains Pdf Form Fields - Display - Display Metadata - Doc Gen Document Status - Doc Gen Errors - Doc Gen Form Fields - Document Fields - Document ID - Document ID Guid - Error Details - Include In Download - Include In Download Metadata - Is Doc Gen Document - Name - Name Metadata - Order - Pages - Signer Must Acknowledge - Signer Must Acknowledge Metadata - Size Bytes - Template Locked - Template Required - Type - Uri - Document URL ###### Gets List of Envelope Audit Events for Envelope Obtain a list of envelope audit events for a specific envelope. - Event Fields ###### Lock Envelope Lock an envelope to prevent changes. - Error Code - Message ###### Retrieve Custom Document Fields from Envelope Document Grab all details about document field information for an envelope document. - Error Details - Name - Original Value - Value ###### Retrieve Custom Field Information for the Specified Envelope Grab all details about a custom field information for an envelope. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Retrieve Default Electronic Record & Signature Disclosure for Envelope Grab all details about the default electronic record and signature disclosure for a specified envelope. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition Grab all details about the delayed routing rules for a workflow step. - Resume Date - Rules - Status ###### Retrieve Document from Envelope Grab all details about a single document from an envelope. ###### Retrieve Document Visibility for Recipient Grab all details about a recipient's document visibility information. - Document ID - Error Details - Recipient ID - Rights - Visible ###### Retrieve Electronic Record & Signature Disclosure for Envelope Recipient Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Envelope Lock Information Grab all details about a locked envelope if the requesting user is the one who locked it. - Error Code - Message ###### Retrieve Envelope Notification Information Grab all details about an existing envelope's notification, reminders, and expirations. - Expire After - Expire Enabled - Expire Warn ###### Retrieve Envelope Status Grab all details about the overall status for a specific envelope. - Allow Comments - Allow Markup - Allow Reassign - Allow View History - Any Signer - Asynchronous - Attachments Uri - Authoritative Copy - Authoritative Copy Default - Auto Navigation - Brand ID - Brand Lock - Certificate Uri - Completed Date Time - Copy Recipient Data - Created Date Time - Custom Fields - Custom Fields Uri - Declined Date Time - Delivered Date Time - Disable Responsive Document - Documents Combined Uri - Documents Uri - Email Blurb - Email Settings - Email Subject - Enable Wet Sign - Enforce Signer Visibility - Envelope Attachments - Envelope Custom Metadata - Envelope Documents - Envelope ID - Envelope ID Stamping - Envelope Metadata - Envelope Uri - Expire After - Expire Date Time - Expire Enabled - External Envelope ID - Folders - Has Comments - Has Form Data Changed - Has Wav File - Initial Sent Date Time - Is21CFRPart11 - Is Dynamic Envelope - Is Signature Provider Envelope - Last Modified Date Time - Lock Information - Message Lock - Notification - Notification Uri - Power Form - Purge Completed Date - Purge Request Date - Purge State - Recipients Lock - Recipients Uri - Sender - Sent Date Time - Signer Can Sign On Mobile - Signing Location - Status - Status Changed Date Time - Status Date Time - Templates Uri - Transaction ID - Use Disclosure - Voided Date Time - Voided Reason - Workflow - Document URL ###### Retrieve Envelope Statuses for Envelopes Grab all envelope statuses for a set of envelopes. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Retrieve Initials Image for User Grab the image of the user's initials. ###### Retrieve Page Image from Envelope for Display Grab all details about an image of document page for display. ###### Retrieve PDF Transcript of All Comments in Envelope Grab a PDF file of all comments added to an envelope's documents. ###### Retrieve Signature Image Information for Signer/Sign-in-Person Recipient Grab user signature image in the same format as uploaded. ###### Retrieve Signature Information for Signer or Sign-in-Person Recipient Grab signer's or sign-in person recipient's signature information. - Adopted Date Time - Created Date Time - Custom Field - Date Stamp Properties - Disallow User Resize Stamp - Error Details - External ID - Image Base64 - Image Type - Initials150 Image ID - Initials Image Uri - Is Default - Last Modified Date Time - Nrds ID - Nrds Last Name - Nrds Status - Phonetic Name - Signature150 Image ID - Signature Font - Signature ID - Signature Image Uri - Signature Initials - Signature Name - Signature Rights - Signature Type - Stamp Format - Stamp Image Uri - Stamp Size M M - Stamp Type - Status ###### Retrieve Specified Workflow Step for Template Grab all details of a specific workflow step for a specified envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Retrieve Status of Recipients for Envelope Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Retrieve URL to Envelope Correction UI Grab the URL for embedding the envelope correction view of DocuSign's UI. - URL ###### Retrieves a PDF document from the envelope with no CoC. DARRYL ###### Retrieves Attachment from Envelope Grab all details about an attachment from an envelope. ###### Revoke Correction View URL To Envelope UI Revoke the envelope UI correction view URL. ###### Rotate Page Image from Envelope for Display Rotate a page image to display left or right. ###### Search for Specific Sets of Envelopes in Account Search for envelopes in your accounts. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata Modify an envelope. - Envelope ID - Error Details - List Custom Field Update Results - Lock Information - Purge State - Recipient Update Results - Text Custom Field Update Results ###### Set Envelope Notifications for Envelope Set notifications for an existing envelope with reminders and expirations either using request or account default settings. - Expire After - Expire Enabled - Expire Warn ###### Set Initials Image for Accountless Signer Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true. ###### Set Signature Image for Accountless Signer Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings. ###### Update an Envelope’s Documents by populating its Sender Fields Modify an envelope's documents by populating its sender fields. - Doc Gen Form Fields ###### Update Custom Document Fields in Envelope Document Modify custom document fields in an envelope document. - Document Fields ###### Update Delayed Routing Rules for Envelope's Workflow Step Definition Modify a workflow step definition's delayed routing rules for an envelope. - Resume Date - Rules - Status ###### Update Document Visibility for Recipient Modify a document's visibility for a recipient. - Document Visibility ###### Update Document Visibility for Recipients Modify document visibility for recipients. - Document Visibility ###### Update Email Setting Overrides for Envelope Modify the email override settings for a specific envelope. - Bcc Email Addresses - Reply Email Address Override - Reply Email Name Override ###### Update Envelope Custom Fields in Envelope Modify envelope custom fields names for draft and in-process envelopes. - List Custom Fields - Text Custom Fields ###### Update Envelope Lock Modify lock information for a locked envelope. - Lock Duration In Seconds - Locked By App - Lock Type - Template Password - Use Scratch Pad ###### Update Scheduled Sending Rules for Envelope's Workflow Modify scheduled sending rules for an envelope's workflow. - Bulk List ID - Resume Date - Rules - Status ###### Update Workflow Definition for Envelope Modify the workflow for a specific envelope, including scheduled sending and delayed routing. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Update Workflow Step for Envelope Modify a specific workflow step for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Updates the Recipients for an Envelope Modify the recipients for an envelope. - Combined - Error Details - Recipient ID - Recipient ID Guid [View all](/content/apps/docusign/integrate/odoo#/index.html) Not just software—partnership ## Expert support included MESA includes hands-on support from automation experts who know how to get things done. ### Free workflow setup We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week. ### Fast response times Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours. ### Managed services available Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows. ### Real humans, always Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows. ## Integrate DocuSign with Odoo today. Enjoy a 7-day free trial. Get your first workflow in minutes. [Try MESA today →](/content/pricing/index.html) MESA AI assistant +× Describe your task... You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.