# Connect DocuSign to Square and automate your tasks Describe to build Activity reports Fully supported MESA's DocuSign to Square 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 Square The DocuSign to Square 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. [Data integration →](/content/solutions/data-integration/index.html) ### Sync Square transactions into your Shopify customer records When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer. [Inventory management →](/content/solutions/inventory-management/index.html) ### Keep inventory accurate across Square and Shopify When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store. [Customer experience →](/content/solutions/customer-experience/index.html) ### Trigger post-purchase workflows from Square transactions When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones. ## Build any DocuSign and Square 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. ###### Catalog Item Created Starts when a catalog item is created. - Type - ID - Updated At - Version - Is Deleted - Custom Attribute Values - Catalog V1 Ids - Present At All Locations - Present At Location Ids - Absent At Location Ids - Item Data - Category Data - Item Variation Data - Tax Data - Discount Data - Modifier List Data - Modifier Data - Time Period Data - Product Set Data - Pricing Rule Data - Image Data - Subscription Plan Data - Item Option Data - Item Option Value Data - Custom Attribute Definition Data - Subscription Plan Variation Data ###### Catalog Item Updated Starts when a catalog item is updated. - Type - ID - Updated At - Version - Is Deleted - Custom Attribute Values - Catalog V1 Ids - Present At All Locations - Present At Location Ids - Absent At Location Ids - Item Data - Category Data - Item Variation Data - Tax Data - Discount Data - Modifier List Data - Modifier Data - Time Period Data - Product Set Data - Pricing Rule Data - Image Data - Subscription Plan Data - Item Option Data - Item Option Value Data - Custom Attribute Definition Data - Subscription Plan Variation Data ###### Customer Created Starts when a customer is created. - ID - Created At - Updated At - Given Name - Family Name - Nickname - Company Name - Email Address - Address - Phone Number - Birthday - Reference ID - Note - Preferences - Creation Source - Group Ids - Segment Ids - Version - Tax Ids ###### Customer Updated Starts when a customer is updated. - ID - Created At - Updated At - Given Name - Family Name - Nickname - Company Name - Email Address - Address - Phone Number - Birthday - Reference ID - Note - Preferences - Creation Source - Group Ids - Segment Ids - Version - Tax Ids ###### Invoice Added Starts when an invoice is added. - ID - Version - Location ID - Order ID - Primary Recipient - Payment Requests - Delivery Method - Invoice Number - Title - Description - Scheduled At - Public URL - Next Payment Amount Money - Status - Timezone - Created At - Updated At - Accepted Payment Methods - Custom Fields - Subscription ID - Sale Or Service Date - Payment Conditions - Store Payment Method Enabled - Attachments - Creator Team Member ID ###### Order Created Starts when an order is created. - ID - Location ID - Reference ID - Source - Line Items - Taxes - Discounts - Service Charges - Fulfillments - Created At - Updated At - Closed At - State - Total Money - Total Tax Money - Total Discount Money - Total Tip Money - Total Service Charge Money - Pricing Options - Net Amount Due Money ###### Order Updated Starts when an order is updated. - ID - Location ID - Reference ID - Source - Line Items - Taxes - Discounts - Service Charges - Fulfillments - Created At - Updated At - Closed At - State - Total Money - Total Tax Money - Total Discount Money - Total Tip Money - Total Service Charge Money - Pricing Options - Net Amount Due Money ###### Payment Created Starts when a payment is created. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Payment Updated Starts when a payment is updated. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Payout Created Starts when a payout from the default location (associated with the seller) is created. - ID - Status - Location ID - Created At - Updated At - Amount Money - Destination - Version - Type - Payout Fee - Arrival Date - End To End ID ###### Refund Created Starts when a refund is created. - ID - Location ID - Transaction ID - Tender ID - Created At - Reason - Amount Money - Status - Processing Fee Money ###### Refund Updated Starts when a refund is updated. - ID - Location ID - Transaction ID - Tender ID - Created At - Reason - Amount Money - Status - Processing Fee Money ###### 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 ###### Accept Dispute Accept the loss on a dispute. - ID - Amount Money - Reason - State - Due At - Disputed Payment - Card Brand - Created At - Updated At - Brand Dispute ID - Reported At - Version - Location ID ###### Accumulate Loyalty Points Add points earned from a purchase to a loyalty account. - ID - Type - Created At - Accumulate Points - Create Reward - Redeem Reward - Delete Reward - Adjust Points - Loyalty Account ID - Location ID - Source - Expire Points - Other Event - Accumulate Promotion Points ###### Add Group to Customer Add a group membership to a customer. ###### Adjust Loyalty Points Add points to or subtract points from a buyer's account. ###### Calculate Loyalty Points Calculate the number of points a buyer can earn from a purchase. - Points - Promotion Points ###### Calculate Order Enables applications to preview order pricing without creating an order. ###### Cancel Booking Cancel a booking. - ID - Version - Status - Created At - Updated At - Start At - Location ID - Customer ID - Customer Note - Seller Note - Appointment Segments - Transition Time Minutes - All Day - Location Type - Creator Details - Source - Address ###### Cancel Payment Cancel a payment. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Cancel Subscription Cancel a subscription. - ID - Location ID - Plan Variation ID - Customer ID - Start Date - Canceled Date - Charged Through Date - Status - Tax Percentage - Invoice Ids - Price Override Money - Version - Created At - Card ID - Timezone - Phases ###### Cancel Terminal Checkout Cancel a terminal checkout. - ID - Amount Money - Reference ID - Note - Order ID - Payment Options - Device Options - Status - Cancel Reason - Payment Ids - Created At - Updated At - App ID - Location ID - Payment Type - Team Member ID - Customer ID - App Fee Money - Statement Description Identifier - Tip Money ###### Complete Payment Complete a payment. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Create Booking Create a booking. - Idempotency Key - Booking ###### Create Break Type Create a new break type. - Idempotency Key - Break Type ###### Create Card Add a card on file to an existing merchant. - Idempotency Key - Source ID - Verification Token - Card ###### Create Checkout Create a checkout. - Idempotency Key - Order - Ask For Shipping Address - Merchant Support Email - Pre Populate Buyer Email - Pre Populate Shipping Address - Redirect URL - Additional Recipients - Note ###### Create Customer Create a new customer for the business, which can have associated cards on file. - Idempotency Key - Given Name - Family Name - Company Name - Nickname - Email Address - Address - Phone Number - Reference ID - Note - Birthday - Tax Ids ###### Create Customer Card Add a card on file to an existing customer. ###### Create Customer Group Create a customer group. ###### Create Dispute Evidence File Upload a file to use as evidence in a dispute challenge. ###### Create Dispute Evidence Text Upload text to use as evidence for a dispute challenge. - Idempotency Key - Evidence Type - Evidence Text ###### Create Gift Card Create a gift card. - Idempotency Key - Location ID - Gift Card ###### Create Gift Card Activity Create a gift card activity to manage the balance or state of a gift card. - Idempotency Key - Gift Card Activity ###### Create Invoice Create an invoice. - Invoice - Idempotency Key ###### Create Location Create a location. ###### Create Location Transaction Create a location transaction. ###### Create Loyalty Account Create a loyalty account. ###### Create Loyalty Rewards Create a loyalty reward. - Reward - Idempotency Key ###### Create Order Shipment Create an order shipment. ###### Create Payment Create a payment. - Source ID - Idempotency Key - Amount Money - Tip Money - App Fee Money - Delay Duration - Delay Action - Autocomplete - Order ID - Customer ID - Location ID - Team Member ID - Reference ID - Verification Token - Accept Partial Authorization - Buyer Email Address - Buyer Phone Number - Billing Address - Shipping Address - Note - Statement Description Identifier - Cash Details - External Details - Customer Details - Offline Payment Details ###### Create Refund Initiates a refund for a previously charged tender. ###### Create Shift Create a new shift. ###### Create Subscription Create a subscription. - Idempotency Key - Location ID - Plan Variation ID - Customer ID - Start Date - Canceled Date - Tax Percentage - Price Override Money - Card ID - Timezone - Phases ###### Create Team Member Create a team member. - Idempotency Key - Team Member ###### Create Terminal Checkout Create a terminal checkout. - Idempotency Key - Checkout ###### Delete Break Type Remove a break type. ###### Delete Catalog Object Remove a catalog object. - 0 ###### Delete Customer Remove a customer. ###### Delete Customer Card Remove a card on file from a customer. ###### Delete Customer Group Remove a customer group. ###### Delete Dispute Remove a specified evidence from a dispute. ###### Delete Group from Customer Remove a customer from a business. ###### Delete Invoice Remove an invoice. ###### Delete Loyalty Reward Remove a loyalty reward. ###### Delete Shift Remove a shift. ###### Disable Card Disable a card, preventing any further updates or changes. ###### Get List of Additional Recipient Receivables Obtain a list of additional recipient receivables. ###### Get List of Additional Recipient Receivables Refunds Obtain a list of additional recipient receivables refunds. ###### Get List of Bank Accounts Obtain a list of bank accounts linked to a Square account. - ID - Account Number Suffix - Country - Currency - Account Type - Holder Name - Primary Bank Identification Number - Secondary Bank Identification Number - Debit Mandate Reference ID - Reference ID - Location ID - Status - Creditable - Debitable - Fingerprint - Version - Bank Name ###### Get List of Cards Obtain a list of cards owned by the account. - ID - Card Brand - Last 4 - Exp Month - Exp Year - Cardholder Name - Billing Address - Fingerprint - Customer ID - Merchant ID - Reference ID - Enabled - Card Type - Prepaid Type - Bin - Version - Card Co Brand ###### Get List of Catalog Obtain a list of catalog objects. - Cursor - Objects ###### Get List of Customer Groups Obtain a list of customer groups. - ID - Name - Created At - Updated At ###### Get List of Customer Segments Obtain a list of customer segments. - ID - Name - Created At - Updated At ###### Get List of Customers Obtain a list of customers. - ID - Created At - Updated At - Given Name - Family Name - Nickname - Company Name - Email Address - Address - Phone Number - Birthday - Reference ID - Note - Preferences - Creation Source - Group Ids - Segment Ids - Version - Tax Ids ###### Get List of Dispute Evidence Obtain a list of evidence associated with a dispute. - ID - Dispute ID - Evidence File - Evidence Text - Uploaded At - Evidence Type ###### Get List of Disputes Obtain a list of disputes. - ID - Amount Money - Reason - State - Due At - Disputed Payment - Card Brand - Created At - Updated At - Brand Dispute ID - Reported At - Version - Location ID ###### Get List of Employee Wages Obtain a list of employee wages. ###### Get List of Employees Obtain a list of employees. ###### Get List of Invoices Obtain a list of invoices. - ID - Version - Location ID - Order ID - Primary Recipient - Payment Requests - Delivery Method - Invoice Number - Title - Description - Scheduled At - Public URL - Next Payment Amount Money - Status - Timezone - Created At - Updated At - Accepted Payment Methods - Custom Fields - Subscription ID - Sale Or Service Date - Payment Conditions - Store Payment Method Enabled - Attachments - Creator Team Member ID ###### Get List of Locations Obtain a list of all of a seller's locations. - ID - Name - Address - Timezone - Capabilities - Status - Created At - Merchant ID - Country - Language Code - Currency - Phone Number - Business Name - Type - Website URL - Business Hours - Business Email - Description - Twitter Username - Instagram Username - Facebook URL - Coordinates - Logo URL - Pos Background URL - Full Format Logo URL ###### Get List of Loyalty Programs Obtain a list of loyalty programs. ###### Get List of Merchants Obtain a list of merchants. ###### Get List of Payment Refunds Obtain a list of payment refunds. - ID - Status - Location ID - Unlinked - Destination Type - Destination Details - Amount Money - App Fee Money - Processing Fee - Payment ID - Order ID - Reason - Created At - Updated At - Team Member ID ###### Get List of Payments Obtain a list of payments. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Get List of Refunds Obtain a list of refunds. ###### Get List of Sites Obtain a list of Square Online sites that belong to a seller. ###### Get List of Subscription Events Obtain a list of subscription events. - ID - Subscription Event Type - Effective Date - Info - Phases - Plan Variation ID ###### Get List of Team Member Booking Profiles Obtain a list of booking profiles for team members. ###### Get List of Team Member Wages Obtain a list of team member wages. ###### Get List of Transactions Obtain a list of transactions for a particular location. ###### Get List of Workweek Configs Obtain a list of workweek configs instances for a business. ###### Link Customer to Gift Card Link a customer to a gift card, which is also referred to as adding a card on file. - ID - Type - Gan Source - State - Balance Money - Gan - Created At - Customer Ids ###### List Break Type Get list of all break types - ID - Location ID - Break Name - Expected Duration - Is Paid - Version - Created At - Updated At ###### Pay Order Pay for an order using one or more approved payments or settle an order with a total of 0. ###### Publish Invoice Publish the specified draft invoice. ###### Redeem Loyalty Rewards Redeem a loyalty reward. ###### Refund Payment Refund a payment. - ID - Status - Location ID - Unlinked - Destination Type - Destination Details - Amount Money - App Fee Money - Processing Fee - Payment ID - Order ID - Reason - Created At - Updated At - Team Member ID ###### Register Domain Activates a domain for us with Apple Pay on the Web and Square. - Status ###### Retrieve Bank Account Grab all details about a bank account. - ID - Account Number Suffix - Country - Currency - Account Type - Holder Name - Primary Bank Identification Number - Secondary Bank Identification Number - Debit Mandate Reference ID - Reference ID - Location ID - Status - Creditable - Debitable - Fingerprint - Version - Bank Name ###### Retrieve Bank Account by V1 ID Grab all details about a bank account by V1 bank account id. ###### Retrieve Booking Grab all details about a booking. ###### Retrieve Break Type Grab all details about a break type. - ID - Location ID - Break Name - Expected Duration - Is Paid - Version - Created At - Updated At ###### Retrieve Card Grab all details about a card. - ID - Card Brand - Last 4 - Exp Month - Exp Year - Cardholder Name - Billing Address - Fingerprint - Customer ID - Merchant ID - Reference ID - Enabled - Card Type - Prepaid Type - Bin - Version - Card Co Brand ###### Retrieve Catalog Object Grab all details about a catalog object. - Type - ID - Updated At - Version - Is Deleted - Custom Attribute Values - Catalog V1 Ids - Present At All Locations - Present At Location Ids - Absent At Location Ids - Item Data - Category Data - Item Variation Data - Tax Data - Discount Data - Modifier List Data - Modifier Data - Time Period Data - Product Set Data - Pricing Rule Data - Image Data - Subscription Plan Data - Item Option Data - Item Option Value Data - Custom Attribute Definition Data - Subscription Plan Variation Data ###### Retrieve Customer Grab all details about a customer. - ID - Created At - Updated At - Given Name - Family Name - Nickname - Company Name - Email Address - Address - Phone Number - Birthday - Reference ID - Note - Preferences - Creation Source - Group Ids - Segment Ids - Version - Tax Ids ###### Retrieve Customer Group Grab all details about a customer group. ###### Retrieve Customer Segments Grab all details about a customer segment. ###### Retrieve Dispute Grab all details about a dispute. - ID - Amount Money - Reason - State - Due At - Disputed Payment - Card Brand - Created At - Updated At - Brand Dispute ID - Reported At - Version - Location ID ###### Retrieve Dispute Evidence Grab all details about a dispute evidence. - ID - Dispute ID - Evidence File - Evidence Text - Uploaded At - Evidence Type ###### Retrieve Employee Grab all details about an employee. ###### Retrieve Employee Wage Grab all details about an employee's wage. ###### Retrieve Gift Card Grab all details about a gift card. ###### Retrieve Inventory Adjustment Grab all details about an inventory adjustment. ###### Retrieve Inventory Changes Grab all details about an inventory change. ###### Retrieve Inventory Count Grab the inventory count for a given catalog. - Catalog Object ID - Catalog Object Type - State - Location ID - Quantity - Calculated At ###### Retrieve Inventory Physical Count Grab the inventory physical count. ###### Retrieve Invoice Grab all details about an invoice - ID - Version - Location ID - Order ID - Primary Recipient - Payment Requests - Delivery Method - Invoice Number - Title - Description - Scheduled At - Public URL - Next Payment Amount Money - Status - Timezone - Created At - Updated At - Accepted Payment Methods - Custom Fields - Subscription ID - Sale Or Service Date - Payment Conditions - Store Payment Method Enabled - Attachments - Creator Team Member ID ###### Retrieve Location Grab all details about a location's details. ###### Retrieve Loyalty Account Grab all details about a loyalty account. - ID - Program ID - Balance - Lifetime Points - Customer ID - Enrolled At - Created At - Updated At - Mapping - Expiring Point Deadlines ###### Retrieve Loyalty Reward Grab all details about a loyalty reward. - ID - Status - Loyalty Account ID - Reward Tier ID - Points - Order ID - Created At - Updated At - Redeemed At ###### Retrieve Merchant Grab all details about a merchant. - ID - Business Name - Country - Language Code - Currency - Status - Main Location ID - Created At ###### Retrieve Order Grab all details about an order. - ID - Location ID - Reference ID - Source - Line Items - Taxes - Discounts - Service Charges - Fulfillments - Created At - Updated At - Closed At - State - Total Money - Total Tax Money - Total Discount Money - Total Tip Money - Total Service Charge Money - Pricing Options - Net Amount Due Money ###### Retrieve Payment Grab all details about a payment. - ID - Created At - Updated At - Amount Money - Tip Money - Total Money - App Fee Money - Approved Money - Processing Fee - Refunded Money - Status - Delay Duration - Delay Action - Delayed Until - Source Type - Card Details - Cash Details - Bank Account Details - External Details - Wallet Details - Buy Now Pay Later Details - Square Account Details - Location ID - Order ID - Reference ID - Customer ID - Team Member ID - Refund Ids - Buyer Email Address - Billing Address - Shipping Address - Note - Statement Description Identifier - Capabilities - Receipt Number - Receipt URL - Device Details - Application Details - Is Offline Payment - Offline Payment Details - Version Token ###### Retrieve Payment Refund Grab all details about a payment refund. - ID - Status - Location ID - Unlinked - Destination Type - Destination Details - Amount Money - App Fee Money - Processing Fee - Payment ID - Order ID - Reason - Created At - Updated At - Team Member ID ###### Retrieve Shift Grab all details about a shift. ###### Retrieve Subscription Grab all details about a subscription. - ID - Location ID - Plan Variation ID - Customer ID - Start Date - Canceled Date - Charged Through Date - Status - Tax Percentage - Invoice Ids - Price Override Money - Version - Created At - Card ID - Timezone - Phases ###### Retrieve Team Member Grab all details about a team member. - ID - Reference ID - Is Owner - Status - Given Name - Family Name - Email Address - Phone Number - Created At - Updated At - Assigned Locations ###### Retrieve Terminal Checkout Grab all details about a terminal checkout. - ID - Amount Money - Reference ID - Note - Order ID - Payment Options - Device Options - Status - Cancel Reason - Payment Ids - Created At - Updated At - App ID - Location ID - Payment Type - Team Member ID - Customer ID - App Fee Money - Statement Description Identifier - Tip Money ###### Retrieve Transaction Grab all details about a transaction. ###### Retrieve Wage Setting Grab all details about a wage setting. ###### Search Availability Search availabilities for booking. - Start At - Location ID - Appointment Segments ###### Search Catalog Search for a catalog. - Cursor - Objects - Related Objects ###### Search Customer Search for a customer. - ID - Created At - Updated At - Given Name - Family Name - Nickname - Company Name - Email Address - Address - Phone Number - Birthday - Reference ID - Note - Preferences - Creation Source - Group Ids - Segment Ids - Version - Tax Ids ###### Search for Catalog Item Search for a catalog item. ###### Search Invoice Search for an invoice. ###### Search Loyalty Account Search for a loyalty account. - ID - Program ID - Balance - Lifetime Points - Customer ID - Enrolled At - Created At - Updated At - Mapping - Expiring Point Deadlines ###### Search Loyalty Event Search for a loyalty event. - ID - Type - Created At - Accumulate Points - Create Reward - Redeem Reward - Delete Reward - Adjust Points - Loyalty Account ID - Location ID - Source - Expire Points - Other Event - Accumulate Promotion Points ###### Search Loyalty Rewards Search for a loyalty reward. - ID - Status - Loyalty Account ID - Reward Tier ID - Points - Order ID - Created At - Updated At - Redeemed At ###### Search Shifts Search for a shift. ###### Search Subscription Search for a subscription. ###### Search Team Members Search for a team member. - ID - Reference ID - Is Owner - Status - Given Name - Family Name - Email Address - Phone Number - Created At - Updated At - Assigned Locations ###### Search Terminal Checkout Search for a terminal checkout. ###### Searchorders /V2/Orders/Search SearchOrders ###### Submit Evidence Submit evidence to the cardholder's bank. - ID - Amount Money - Reason - State - Due At - Disputed Payment - Card Brand - Created At - Updated At - Brand Dispute ID - Reported At - Version - Location ID ###### Update Booking Modify a booking's details. - Idempotency Key - Booking ###### Update Break Type Modify a break type's details. - Break Type ###### Update Customer Modify a customer's details. - Given Name - Family Name - Company Name - Nickname - Email Address - Address - Phone Number - Reference ID - Note - Birthday - Version - Tax Ids ###### Update Customer Group Modify a customer group. ###### Update Inventory Modify inventory for an item. - Idempotency Key - Changes - Ignore Unchanged Counts ###### Update Invoice Modify an invoice's details. - Invoice - Idempotency Key - Fields To Clear ###### Update Item Modifier Lists Modify a catalog modifier list object that apply to the targeted catalog item. ###### Update Item Taxes Modify a catalog tax object that apply to the targeted catalog item. ###### Update Location Modify a location's details. ###### Update Order Fulfillment Modify an order fulfillment's details. ###### Update Shift Modify a shift's details. ###### Update Subscription Modify a subscription's details. - Subscription ###### Update Team Member Modify a team member's details. - Team Member ###### Update Wage Setting Modify a wage setting's details. ###### Update Workweek Config Modify a workweek's config details. ###### Void Transaction Cancel a transaction. ###### 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/square#/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 Square 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.