Connect DocuSign to Xero and automate your tasks

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MESA's DocuSign to Xero 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.

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Why integrate DocuSign with Xero

The DocuSign to Xero integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

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 →

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 →

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 →

Send every Shopify order to Xero without manual entry

When an order is placed, MESA creates the corresponding record in Xero — customer, line items, amount — automatically. Your accounts stay current from the moment a sale happens without anyone re-entering data.

Order automation →

Generate Xero invoices from Shopify wholesale orders

When a B2B or wholesale order comes in, MESA creates an invoice in Xero and routes it to the right customer account. Your billing runs without the manual step between your store and your accounting software.

Customer experience →

Keep customer records consistent across Shopify and Xero

When a new customer places their first order, MESA creates or updates their record in Xero to match Shopify. Your accounting and your storefront always reflect the same customer without periodic reconciliation.

Build any DocuSign and Xero 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.

Account Updated

Starts when a new account is updated.

• Code

• Name

• Account ID

• Type

• Bank Account Number

• Status

• Description

• Bank Account Type

• Currency Code

• Tax Type

• Enable Payments To Account

• Show In Expense Claims

• Class

• System Account

• Reporting Code

• Reporting Code Name

• Updated Date U T C

• Add To Watchlist

Contact Updated

Starts when a contact is updated.

• Contact ID

• Merged To Contact ID

• Contact Number

• Account Number

• Contact Status

• Name

• First Name

• Last Name

• Company Number

• Email Address

• Skype User Name

• Contact Persons

• Bank Account Details

• Tax Number

• Accounts Receivable Tax Type

• Accounts Payable Tax Type

• Addresses

• Phones

• Is Supplier

• Is Customer

• Sales Default Line Amount Type

• Purchases Default Line Amount Type

• Default Currency

• Xero Network Key

• Sales Default Account Code

• Purchases Default Account Code

• Sales Tracking Categories

• Purchases Tracking Categories

• Tracking Category Name

• Tracking Category Option

• Payment Terms

• Updated Date U T C

• Contact Groups

• Website

• Branding Theme

• Discount

• Balances

• Attachments

• Status Attribute String

Employee Updated

Starts when an employee is updated.

• Employee ID

• Status

• First Name

• Last Name

• External Link

• Updated Date U T C

• Status Attribute String

Expense Claim Updated

Starts when an expense claim is updated.

• Expense Claim ID

• Status

• Payments

• User

• Receipts

• Updated Date U T C

• Total

• Amount Due

• Amount Paid

• Payment Due Date

• Reporting Date

• Receipt ID

Invoice Updated

Starts when an invoice is updated.

• Type

• Contact

• Line Items

• Date

• Due Date

• Line Amount Types

• Invoice Number

• Reference

• Branding Theme ID

• URL

• Currency Code

• Currency Rate

• Status

• Sent To Contact

• Expected Payment Date

• Planned Payment Date

• CISDeduction

• CISRate

• Sub Total

• Total Tax

• Total

• Total Discount

• Invoice ID

• Repeating Invoice ID

• Is Discounted

• Payments

• Prepayments

• Overpayments

• Amount Due

• Amount Paid

• Fully Paid On Date

• Amount Credited

• Updated Date U T C

• Credit Notes

• Attachments

• Has Errors

• Status Attribute String

Payment Updated

Starts when a payment is updated.

• Type

• Contact

• Line Items

• Date

• Due Date

• Line Amount Types

• Invoice Number

• Reference

• Branding Theme ID

• URL

• Currency Code

• Currency Rate

• Status

• Sent To Contact

• Expected Payment Date

• Planned Payment Date

• CISDeduction

• CISRate

• Sub Total

• Total Tax

• Total

• Total Discount

• Invoice ID

• Repeating Invoice ID

• Is Discounted

• Payments

• Prepayments

• Overpayments

• Amount Due

• Amount Paid

• Fully Paid On Date

• Amount Credited

• Updated Date U T C

• Credit Notes

• Attachments

• Has Errors

• Status Attribute String

Purchase Order Updated

Starts when a purchase order is updated.

• Contact ID

• Merged To Contact ID

• Contact Number

• Account Number

• Contact Status

• Name

• First Name

• Last Name

• Company Number

• Email Address

• Skype User Name

• Contact Persons

• Bank Account Details

• Tax Number

• Accounts Receivable Tax Type

• Accounts Payable Tax Type

• Addresses

• Phones

• Is Supplier

• Is Customer

• Sales Default Line Amount Type

• Purchases Default Line Amount Type

• Default Currency

• Xero Network Key

• Sales Default Account Code

• Purchases Default Account Code

• Sales Tracking Categories

• Purchases Tracking Categories

• Tracking Category Name

• Tracking Category Option

• Payment Terms

• Updated Date U T C

• Contact Groups

• Website

• Branding Theme

• Discount

• Balances

• Attachments

• Status Attribute String

Quote Updated

Starts when a quote is updated.

• Quote ID

• Quote Number

• Reference

• Terms

• Contact

• Line Items

• Date

• Date String

• Expiry Date

• Expiry Date String

• Status

• Currency Code

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Title

• Summary

• Branding Theme ID

• Updated Date U T C

• Line Amount Types

• Status Attribute String

Receipt Updated

Starts when a receipt is updated.

• Date

• Contact

• Line Items

• User

• Reference

• Line Amount Types

• Sub Total

• Total Tax

• Total

• Receipt ID

• Status

• Receipt Number

• Updated Date U T C

• URL

• Attachments

User Updated

Starts when an user is updated.

• User ID

• Email Address

• First Name

• Last Name

• Updated Date U T C

• Is Subscriber

• Organisation Role

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

Bulk Create Contacts

Create multiple contacts.

• Contacts

Create a Purchase Order Attachment

Create an attachment for a purchase order.

Create Account

Create a new account.

• Code

• Name

• Account ID

• Type

• Bank Account Number

• Status

• Description

• Bank Account Type

• Currency Code

• Tax Type

• Enable Payments To Account

• Show In Expense Claims

• Reporting Code

• Add To Watchlist

Create Allocation for Overpayment

Create an allocation for an overpayment.

• Allocations

Create Attachment

Create an attachment for a specific account.

Create Attachment for Repeating Invoice

Create an attachment for a specific repeating invoice.

Create Bank Transaction

Create a bank transaction.

• Bank Transactions

Create Bank Transaction Attachment

Create an attachment for a bank transaction.

Create Bank Transfer

Create a bank transfer.

• Bank Transfers

Create Bank Transfer Attachment by File Name

Create a bank transfer attachment by file name.

Create Batch Payment

Create a batch payment.

Create Branding Theme Payment Service

Create a custom payment service for branding theme.

• Payment Services

Create Contact Attachment by File Name

Create a contact attachment by file name.

Create Contact for Contact Group

Create a contact for a contact group.

• Contacts

Create Contact Group

Create a contact group.

• Contact Groups

Create Credit Note

Create a new credit note.

• Credit Notes

Create Credit Note Allocation

Create an allocation for a credit note.

• Allocations

Create Credit Note Attachment

Create an attachment for a credit note.

• Include Online

Create Currency

Create a new currency.

• Code

• Description

Create Draft Fixed Asset

Create a draft fixed asset.

• Asset Name

• Asset ID

• Asset Type ID

• Asset Number

• Purchase Date

• Purchase Price

• Disposal Date

• Disposal Price

• Asset Status

• Warranty Expiry Date

• Serial Number

• Book Depreciation Setting

• Book Depreciation Detail

• Can Rollback

• Accounting Book Value

• Is Delete Enabled For Date

Create Employee

Create an employee.

• Employees

Create Expense Claim

Create an expense claim.

• Expense Claims

Create Feed Connection

Create new feed connection.

• Pagination

• Items

Create File Association

Create a new file association.

• File ID

• Object ID

• Object Group

• Object Type

Create Fixed Asset Type

Create a fixed asset type.

• Asset Type Name

• Book Depreciation Setting

• Asset Type ID

• Fixed Asset Account ID

• Depreciation Expense Account ID

• Accumulated Depreciation Account ID

• Locks

Create Folder

Create a new folder.

• Name

• File Count

• Email

• Is Inbox

• ID

Create History Record for Bank Transaction

Create a bank transaction history record.

• History Records

Create History Record for Bank Transfer

Create a bank transfer history record.

• History Records

Create History Record for Batch Payment

Create a history record for a batch payment.

Create History Record for Contact

Create a history record for a contact.

• History Records

Create History Record for Invoice

Create a history record for a specific invoice.

• History Records

Create History Record for Item

Create a history record for an item.

• History Records

Create History Record for Manual Journal

Create a history record for a manual journal.

• History Records

Create History Record for Overpayment

Create a history record for an overpayment.

• History Records

Create History Record for Payment

Create a history record for a payment.

• History Records

Create History Record for Prepayment

Create a prepayment history record.

• History Records

Create History Record for Purchase Order

Create a history record for a specific purchase order.

• History Records

Create History Record for Quote

Create a history record for a quote.

• History Records

Create History Record for Repeating Invoices

Create a history record for a repeating invoice.

• History Records

Create Invoice

Create an invoice.

• Invoices

Create Invoice's Attachment by File Name

Create an attachment for an invoice or purchase bill by filename.

• Include Online

Create Item

Create an item.

• Items

Create Leave Application

Create a leave application.

Create Linked Transaction

Create a linked transaction.

• Contact ID

• Source Transaction ID

• Source Line Item ID

• Target Transaction ID

• Target Line Item ID

• Linked Transaction ID

• Status

• Type

• Source Transaction Type Code

Create Manual Journal Attachment

Create an attachment for a manual journal.

Create Manual Journals

Create a manual journal.

• Manual Journals

Create Multiple Payments for Invoices or Credit Notes

Create multiple payments for invoices or credit notes.

• Payments

Create or Update Contacts

Create or modify contacts.

• Contacts

Create or Update Credit Notes

Create or modify an existing credit note.

• Credit Notes

Create or Update Employee

Create or update an employee.

• Employees

Create or Update Item

Create or modify an existing item.

• Items

Create or Update Manual Journal

Create or modify existing manual journal.

• Manual Journals

Create or Update Purchase Order

Create or modify existing purchase order.

• Purchase Orders

Create or Update Quote

Create or modify an existing quote.

• Quotes

Create or Update Repeating Invoice's

Create or modify an existing repeating invoice.

• Repeating Invoices

Create Pay Item

Create a pay item.

• Earnings Rates

• Deduction Types

• Leave Types

• Reimbursement Types

Create Pay Run

Create a pay run.

Create Payment for Invoices or Credit Notes

Create a payment for invoices or credit notes.

• Invoice

• Invoice Number

• Credit Note Number

• Account

• Code

• Date

• Currency Rate

• Amount

• Bank Amount

• Reference

• Is Reconciled

• Status

• Payment ID

• Batch Payment ID

• Bank Account Number

• Particulars

• Details

• Has Account

• Status Attribute String

Create Payment Service

Create a payment service.

• Payment Services

Create Payroll Calendar

Create a payroll calendar.

Create Prepayment

Create an allocation for prepayment.

• Allocations

Create Project

Create a project(s).

• Name

• Contact ID

• Estimate Amount

• Deadline Utc

Create Purchase Order

Create one or more purchase orders.

• Purchase Orders

Create Quote

Create one or more quotes.

• Quotes

Create Quote Attachment

Create an attachment for a quote.

Create Repeating Invoice Template

Create one or more repeating invoice templates.

• Repeating Invoices

Create Statement

Create one or more new statements.

• Pagination

• Items

Create Superfund

Create a superfund.

Create Task

Create a task.

• Name

• Charge Type

• Rate

• Estimate Minutes

Create Tax Rates

Create one or more tax rates.

• Tax Rates

Create Time Entry for Project

Create a time entry for a project.

• User ID

• Task ID

• Date Utc

• Duration

• Description

Create Timesheet

Create a timesheet.

Create Tracking Company

Create a tracking company.

• Tracking Category ID

• Tracking Option ID

• Name

• Option

• Status

• Options

Creates a Credit Note History

Create a credit note history.

• Details

• Changes

• User

• Date U T C

Creates History Record for Expense Claim

Create a history record for an expense claim.

• Details

• Changes

• User

• Date U T C

Creates Options for Tracking Category

Create tracking category options.

• Tracking Option ID

• Name

• Status

• Tracking Category ID

Creates Project for Contact

Create a project for a contact.

Delete Account

Remove an account.

• Code

• Name

• Account ID

• Type

• Bank Account Number

• Status

• Description

• Bank Account Type

• Currency Code

• Tax Type

• Enable Payments To Account

• Show In Expense Claims

• Class

• System Account

• Reporting Code

• Reporting Code Name

• Updated Date U T C

• Add To Watchlist

Delete Connection

Remove a connection.

Delete Contact from Contact Group

Remove a contact from a contact group.

Delete Contacts from Contact Group

Remove all contacts from a specific contact group.

Delete Feed Connection

Remove an existing feed connection.

• Page

• Page Size

• Page Count

• Item Count

Delete File

Remove a specific file.

Delete File Association

Remove an existing file association.

Delete Folder

Remove a folder.

Delete Item

Remove a specific item.

Delete Linked Transaction

Remove a linked transaction.

Delete Project's Time Entry

Remove a time entry for a project.

Delete Task

Remove a task.

Delete Tracking Category

Remove a tracking category.

• Tracking Category ID

• Tracking Option ID

• Name

• Option

• Status

• Options

Delete Tracking Category's Option

Remove a specific tracking category option.

• Tracking Option ID

• Name

• Status

• Tracking Category ID

Get List of 1099 Reports

Obtain a list of 1099 reports.

• Report Name

• Report Type

• Report Title

• Report Date

• Updated Date U T C

• Contacts

Get List of Account's Usage

Obtain a list of account's usage.

• Organisation ID

• Start Month

• End Month

• Account Usage

Get List of Accounting Bank Statements

Obtain a list of accounting bank statements.

• Bank Account ID

• Bank Account Name

• Bank Account Currency Code

• Statements

Get List of Accounts

Obtain a list of accounts.

• Code

• Name

• Account ID

• Type

• Bank Account Number

• Status

• Description

• Bank Account Type

• Currency Code

• Tax Type

• Enable Payments To Account

• Show In Expense Claims

• Class

• System Account

• Reporting Code

• Reporting Code Name

• Updated Date U T C

• Add To Watchlist

Get List of Aged Payables by Contact Reports

Obtain a list of aged payables by contact reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Aged Receivables by Contact Reports

Obtain a list of aged receivables by contact reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Asset Type

Obtain a list of asset types.

• Asset Type ID

• Asset Type Name

• Fixed Asset Account ID

• Depreciation Expense Account ID

• Accumulated Depreciation Account ID

• Book Depreciation Setting

• Locks

Get List of Assets

Obtain a list of assets.

• Page

• Page Size

• Page Count

• Item Count

Get List of Attachments

Obtain a list of account's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Balance Sheet Reports

Obtain a list of balance sheet reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Balance Sheet Reports

Obtain a list of balance sheet reports.

• Balance Date

• Asset

• Liability

• Equity

Get List of Bank Summary Reports

Obtain a list of bank summary reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Bank Transaction Attachments

Obtain a list of bank transaction attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Bank Transactions

Obtain a list of bank transactions.

• Type

• Contact

• Line Items

• Bank Account

• Is Reconciled

• Date

• Reference

• Currency Code

• Currency Rate

• URL

• Status

• Line Amount Types

• Sub Total

• Total Tax

• Total

• Bank Transaction ID

• Prepayment ID

• Overpayment ID

• Updated Date U T C

• Status Attribute String

Get List of Bank Transfer's Attachments

Obtain a list of bank transfer's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Bank Transfers

Obtain a list of bank transfers.

• From Bank Account

• To Bank Account

• Amount

• Date

• Bank Transfer ID

• Currency Rate

• From Bank Transaction ID

• To Bank Transaction ID

• From Is Reconciled

• To Is Reconciled

• Reference

• Created Date U T C

Get List of Batch Payments

Obtain a list of batch payments.

Get List of Branding Theme's Payment Services

Obtain a list of branding theme's payment services.

• Payment Service ID

• Payment Service Name

• Payment Service URL

• Pay Now Text

• Payment Service Type

Get List of Branding Themes

Obtain a list of branding themes.

• Branding Theme ID

• Name

• Logo URL

• Type

• Sort Order

• Created Date U T C

Get List of Budget Summary Reports

Obtain a list of budget summary reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Budgets

Obtain a list of budgets.

• Budget ID

• Type

• Description

• Updated Date U T C

• Budget Lines

• Tracking

Get List of Cash Flow Reports

Obtain a list of cash flow reports.

• Start Date

• End Date

• Cash Balance

• Cashflow Activities

Get List of Cash Validations

Obtain a list of cash validations.

• Account ID

• Statement Balance

• Statement Balance Date

• Bank Statement

• Cash Account

Get List of CIS Settings for Contact

Obtain a list of construction industry scheme settings for a contact.

• CISEnabled

• Rate

Get List of Connections

Obtain a list of connections.

Get List of Contact Groups

Obtain a list of contact groups.

• Name

• Status

• Contact Group ID

• Contacts

Get List of Contact's Attachments

Obtain a list of contact's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Contact's History Records

Obtain a list of contact's history records.

• Details

• Changes

• User

• Date U T C

Get List of Contacts

Obtain a list of contacts.

• Contact ID

• Merged To Contact ID

• Contact Number

• Account Number

• Contact Status

• Name

• First Name

• Last Name

• Company Number

• Email Address

• Skype User Name

• Contact Persons

• Bank Account Details

• Tax Number

• Accounts Receivable Tax Type

• Accounts Payable Tax Type

• Addresses

• Phones

• Is Supplier

• Is Customer

• Sales Default Line Amount Type

• Purchases Default Line Amount Type

• Default Currency

• Xero Network Key

• Sales Default Account Code

• Purchases Default Account Code

• Sales Tracking Categories

• Purchases Tracking Categories

• Tracking Category Name

• Tracking Category Option

• Payment Terms

• Updated Date U T C

• Contact Groups

• Website

• Branding Theme

• Discount

• Balances

• Attachments

• Status Attribute String

Get List of Credit Note's Attachments

Obtain a list of credit note's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Credit Note's History

Obtain a list of credit note's history.

• Details

• Changes

• User

• Date U T C

Get List of Credit Note's PDFs

Obtain a list of credit note's pdfs.

Get List of Credit Notes

Obtain a list of credit notes.

• Type

• Contact

• Date

• Due Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• CISDeduction

• CISRate

• Updated Date U T C

• Currency Code

• Fully Paid On Date

• Credit Note ID

• Credit Note Number

• Reference

• Sent To Contact

• Currency Rate

• Remaining Credit

• Allocations

• Applied Amount

• Payments

• Branding Theme ID

• Status Attribute String

• Has Errors

Get List of Currencies

Obtain a list of currencies.

• Code

• Description

Get List of Employees

Obtain a list of employees.

• Employee ID

• Status

• First Name

• Last Name

• External Link

• Updated Date U T C

• Status Attribute String

Get List of Executive Summary Reports

Obtain a list of executive summary reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Expense Claim's History Records

Obtain a list of expense claim's history records.

• Details

• Changes

• User

• Date U T C

Get List of Expense Claims

Obtain a list of expense claims.

• Expense Claim ID

• Status

• Payments

• User

• Receipts

• Updated Date U T C

• Total

• Amount Due

• Amount Paid

• Payment Due Date

• Reporting Date

• Receipt ID

Get List of Expense Contacts Reports

Obtain a list of expense reports by contacts.

• Start Date

• End Date

• Total

• Total Detail

• Total Other

• Contacts

• Manual Journals

Get List of Feed Connections

Obtain a list of feed connections.

• Page

• Page Size

• Page Count

• Item Count

Get List of File's Associations

Obtain a list of file's associations.

• File ID

• Object ID

• Object Group

• Object Type

Get List of Files

Obtain a list of files.

• Total Count

• Page

• Per Page

• Items

Get List of Finalized GST Reports

Obtain a list of finalized GST reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Fixed Asset Settings

Obtain a list of fixed asset settings.

• Asset Number Prefix

• Asset Number Sequence

• Asset Start Date

• Last Depreciation Date

• Default Gain On Disposal Account ID

• Default Loss On Disposal Account ID

• Default Capital Gain On Disposal Account ID

• Opt In For Tax

Get List of Folders

Obtain a list of folders.

• Name

• File Count

• Email

• Is Inbox

• ID

Get List of Inboxes

Obtain a list of inboxes.

• Name

• File Count

• Email

• Is Inbox

• ID

Get List of Invoice PDFs

Obtain a list of invoice pdfs.

Get List of Invoice Reminder's Settings

Obtain a list of invoice reminder's settings.

• Enabled

Get List of Invoice's Attachments

Obtain a list of invoice's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Invoice's History Records

Obtain a list of invoice's history records.

• Details

• Changes

• User

• Date U T C

Get List of Invoices

Obtain a list of invoices.

• Type

• Contact

• Line Items

• Date

• Due Date

• Line Amount Types

• Invoice Number

• Reference

• Branding Theme ID

• URL

• Currency Code

• Currency Rate

• Status

• Sent To Contact

• Expected Payment Date

• Planned Payment Date

• CISDeduction

• CISRate

• Sub Total

• Total Tax

• Total

• Total Discount

• Invoice ID

• Repeating Invoice ID

• Is Discounted

• Payments

• Prepayments

• Overpayments

• Amount Due

• Amount Paid

• Fully Paid On Date

• Amount Credited

• Updated Date U T C

• Credit Notes

• Attachments

• Has Errors

• Status Attribute String

Get List of Items

Obtain a list of items.

• Code

• Inventory Asset Account Code

• Name

• Is Sold

• Is Purchased

• Description

• Purchase Description

• Purchase Details

• Sales Details

• Is Tracked As Inventory

• Total Cost Pool

• Quantity On Hand

• Updated Date U T C

• Item ID

• Status Attribute String

Get List of Journals

Obtain a list of journals.

• Journal ID

• Journal Date

• Journal Number

• Created Date U T C

• Reference

• Source ID

• Source Type

• Journal Lines

Get List of Leave Applications

Obtain a list of leave applications.

• Leave Application ID

• Employee ID

• Leave Type ID

• Title

• Start Date

• End Date

• Description

• Pay Out Type

• Leave Periods

• Updated Date U T C

Get List of Linked Transaction

Obtain a list of linked transaction.

• Source Transaction ID

• Source Line Item ID

• Contact ID

• Target Transaction ID

• Target Line Item ID

• Linked Transaction ID

• Status

• Type

• Updated Date U T C

• Source Transaction Type Code

Get List of Lock History

Obtain a list of lock history.

• Organisation ID

• End Date

• Lock Dates

Get List of Manual Journal's Attachments

Obtain a list of manual journal's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Manual Journal's History

Obtain a list of manual journal's history.

• Details

• Changes

• User

• Date U T C

Get List of Manual Journals

Obtain a list of manual journals.

• Narration

• Journal Lines

• Date

• Line Amount Types

• Status

• URL

• Show On Cash Basis Reports

• Updated Date U T C

• Manual Journal ID

• Status Attribute String

• Attachments

Get List of Organization's CIS Settings

Obtain a list of organization's CIS settings.

• C I S Contractor Enabled

• C I S Sub Contractor Enabled

• Rate

Get List of Overpayment's History

Obtain a list of overpayment's history.

• Details

• Changes

• User

• Date U T C

Get List of Overpayments

Obtain a list of overpayments.

• Type

• Contact

• Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• Updated Date U T C

• Currency Code

• Overpayment ID

• Currency Rate

• Remaining Credit

• Allocations

• Applied Amount

• Payments

• Attachments

Get List of Pay Items

Obtain a list of pay items.

• Earnings Rates

• Deduction Types

• Leave Types

• Reimbursement Types

Get List of Pay Runs

Obtain a list of pay runs.

• Payroll Calendar ID

• Pay Run ID

• Pay Run Period Start Date

• Pay Run Period End Date

• Pay Run Status

• Payment Date

• Payslip Message

• Updated Date U T C

• Payslips

• Wages

• Deductions

• Tax

• Super

• Reimbursement

• Net Pay

Get List of Payment Services

Obtain a list of payment services.

• Payment Service ID

• Payment Service Name

• Payment Service URL

• Pay Now Text

• Payment Service Type

Get List of Payment's History Records

Obtain a list of payment's history records.

• Details

• Changes

• User

• Date U T C

Get List of Payments for Invoices & Credit Notes

Obtain a list of payments for invoices and credit notes.

• Invoice

• Invoice Number

• Credit Note Number

• Account

• Code

• Date

• Currency Rate

• Amount

• Bank Amount

• Reference

• Is Reconciled

• Status

• Payment Type

• Updated Date U T C

• Payment ID

• Batch Payment ID

• Bank Account Number

• Particulars

• Details

• Has Account

• Status Attribute String

Get List of Payroll Calendars

Obtain a list of payroll calendars.

• Name

• Calendar Type

• Start Date

• Payment Date

• Payroll Calendar ID

• Updated Date U T C

• Reference Date

Get List of Payroll Settings

Obtain a list of payroll settings.

• Accounts

• Tracking Categories

• Days In Payroll Year

• Employees Are S T P2

Get List of Prepayment's History Records

Obtain a list of prepayment history records.

• Details

• Changes

• User

• Date U T C

Get List of Prepayments

Obtain a list of prepayments.

• Type

• Contact

• Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• Reference

• Updated Date U T C

• Currency Code

• Prepayment ID

• Currency Rate

• Remaining Credit

• Allocations

• Payments

• Applied Amount

• Attachments

Get List of Profit & Loss Reports

Obtain a list of profit & loss reports.

• Start Date

• End Date

• Net Profit Loss

• Revenue

• Expense

Get List of Profit and Loss Reports

Obtain a list of profit and loss reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Project Tasks

Obtain a list of project tasks.

• Page

• Page Size

• Page Count

• Item Count

Get List of Project Users

Obtain a list of project users.

• Page

• Page Size

• Page Count

• Item Count

Get List of Project's Time Entries

Obtain a list of time entries for a project.

• Page

• Page Size

• Page Count

• Item Count

Get List of Projects

Obtain a list of projects.

• Page

• Page Size

• Page Count

• Item Count

Get List of Purchase Order's Attachments

Obtain a list of purchase order's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Purchase Order's History

Obtain a list of purchase order's history.

• Details

• Changes

• User

• Date U T C

Get List of Purchase Orders

Obtain a list of purchase orders.

• Contact

• Line Items

• Date

• Delivery Date

• Line Amount Types

• Purchase Order Number

• Reference

• Branding Theme ID

• Currency Code

• Status

• Sent To Contact

• Delivery Address

• Attention To

• Telephone

• Delivery Instructions

• Expected Arrival Date

• Purchase Order ID

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Updated Date U T C

• Status Attribute String

• Attachments

Get List of Quote's Attachments

Obtain a list of a quote's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Quote's History

Obtain a list of quote's history.

• Details

• Changes

• User

• Date U T C

Get List of Repeating Invoice's Attachments

Obtain a list of repeat invoice's attachments.

• Attachment ID

• File Name

• URL

• Mime Type

• Content Length

• Include Online

Get List of Repeating Invoice's History

Obtain a list of repeating invoice's history.

• Details

• Changes

• User

• Date U T C

Get List of Repeating Invoices

Obtain a list of repeating invoices.

• Type

• Contact

• Schedule

• Line Items

• Line Amount Types

• Reference

• Branding Theme ID

• Currency Code

• Status

• Sub Total

• Total Tax

• Total

• Repeating Invoice ID

• ID

• Attachments

• Approved For Sending

• Send Copy

• Mark As Sent

• Include P D F

Get List of Report Histories

Obtain a list of report histories.

• Organisation ID

• End Date

• Reports

Get List of Revenue Contacts Reports

Obtain a list of revenue report by contacts.

• Start Date

• End Date

• Total

• Total Detail

• Total Other

• Contacts

• Manual Journals

Get List of Sales Quotes

Obtain a list of sales quotes.

• Quote ID

• Quote Number

• Reference

• Terms

• Contact

• Line Items

• Date

• Date String

• Expiry Date

• Expiry Date String

• Status

• Currency Code

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Title

• Summary

• Branding Theme ID

• Updated Date U T C

• Line Amount Types

• Status Attribute String

Get List of Statements

Obtain a list of statements.

• Page

• Page Size

• Page Count

• Item Count

Get List of Subscription's Usage Records

Obtain a list of subscription's usage records.

Get List of Superfund Products

Obtain a list of superfund products.

• ABN

• USI

• SPIN

• Product Name

Get List of Superfunds

Obtain a list of superfunds.

• Super Fund ID

• Type

• Name

• ABN

• BSB

• Account Number

• Account Name

• Electronic Service Address

• Employer Number

• SPIN

• USI

• Updated Date U T C

Get List of Tax Rates

Obtain a list of tax rates.

• Name

• Tax Type

• Tax Components

• Status

• Report Tax Type

• Can Apply To Assets

• Can Apply To Equity

• Can Apply To Expenses

• Can Apply To Liabilities

• Can Apply To Revenue

• Display Tax Rate

• Effective Rate

Get List of Timesheets

Obtain a list of timesheets.

• Employee ID

• Start Date

• End Date

• Status

• Hours

• Timesheet ID

• Timesheet Lines

• Updated Date U T C

Get List of Tracking Categories and Options

Obtain a list of tracking categories and options.

• Tracking Category ID

• Tracking Option ID

• Name

• Option

• Status

• Options

Get List of Trial Balance Reports

Obtain a list of trial balance reports.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Get List of Trial Balance Reports

Obtain a list of trial balance reports.

• Start Date

• End Date

• Accounts

Get List of User's Activities

Obtain a list of user's activities.

• Organisation ID

• Data Month

• Users

Get List of Users

Obtain a list of users.

• User ID

• Email Address

• First Name

• Last Name

• Updated Date U T C

• Is Subscriber

• Organisation Role

Retrieve Account

Grab all details about an account.

• Code

• Name

• Account ID

• Type

• Bank Account Number

• Status

• Description

• Bank Account Type

• Currency Code

• Tax Type

• Enable Payments To Account

• Show In Expense Claims

• Class

• System Account

• Reporting Code

• Reporting Code Name

• Updated Date U T C

• Add To Watchlist

Retrieve Association Count

Grab all details about an association count.

Retrieve Association Object

Grab all details about an association object.

• File ID

• Object ID

• Object Group

• Object Type

Retrieve Attachment by Attachment File Name

Grab all details about an account's attachment.

Retrieve Attachment by Attachment ID

Grab all details about an account's attachment.

Retrieve Bank Transaction

Grab all details about a bank transaction.

• Type

• Contact

• Line Items

• Bank Account

• Is Reconciled

• Date

• Reference

• Currency Code

• Currency Rate

• URL

• Status

• Line Amount Types

• Sub Total

• Total Tax

• Total

• Bank Transaction ID

• Prepayment ID

• Overpayment ID

• Updated Date U T C

• Status Attribute String

Retrieve Bank Transaction Attachment

Grab all details about a specific bank transaction attachment.

Retrieve Bank Transaction's Attachment by File Name

Grab all details about a bank transaction's attachment by file name.

Retrieve Bank Transaction's History

Grab all details about a bank transaction's history.

• Details

• Changes

• User

• Date U T C

Retrieve Bank Transfer

Grab all details about a bank transfer.

• From Bank Account

• To Bank Account

• Amount

• Date

• Bank Transfer ID

• Currency Rate

• From Bank Transaction ID

• To Bank Transaction ID

• From Is Reconciled

• To Is Reconciled

• Reference

• Created Date U T C

Retrieve Bank Transfer History

Grab all history details for a bank transfer.

• Details

• Changes

• User

• Date U T C

Retrieve Bank Transfer's Attachment

Grab all details about a bank transfer's attachment.

Retrieve Bank Transfer's Attachment by File Name

Grab all details about a bank transfer's attachment by file name.

Retrieve Batch Payment

Grab all details of a specific batch payment.

Retrieve Batch Payment History

Grab all details about the batch payment history.

Retrieve Branding Theme

Grab all details about a branding theme.

• Branding Theme ID

• Name

• Logo URL

• Type

• Sort Order

• Created Date U T C

Retrieve Budget

Grab all details about a specific budget including budget lines.

• Budget ID

• Type

• Description

• Updated Date U T C

• Budget Lines

• Tracking

Retrieve Contact

Grab all details about an existing contact.

• Contact ID

• Merged To Contact ID

• Contact Number

• Account Number

• Contact Status

• Name

• First Name

• Last Name

• Company Number

• Email Address

• Skype User Name

• Contact Persons

• Bank Account Details

• Tax Number

• Accounts Receivable Tax Type

• Accounts Payable Tax Type

• Addresses

• Phones

• Is Supplier

• Is Customer

• Sales Default Line Amount Type

• Purchases Default Line Amount Type

• Default Currency

• Xero Network Key

• Sales Default Account Code

• Purchases Default Account Code

• Sales Tracking Categories

• Purchases Tracking Categories

• Tracking Category Name

• Tracking Category Option

• Payment Terms

• Updated Date U T C

• Contact Groups

• Website

• Branding Theme

• Discount

• Balances

• Attachments

• Status Attribute String

Retrieve Contact by Contact Number

Grab all details about a contact by contact number.

Retrieve Contact Group

Grab all details about a contact group.

• Name

• Status

• Contact Group ID

• Contacts

Retrieve Contact's Attachment

Grab all details about a contact's attachment.

Retrieve Contact's Attachment by File Name

Grab all details about a contact's attachment by file name.

Retrieve Credit Note

Grab all details about a credit note.

• Type

• Contact

• Date

• Due Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• CISDeduction

• CISRate

• Updated Date U T C

• Currency Code

• Fully Paid On Date

• Credit Note ID

• Credit Note Number

• Reference

• Sent To Contact

• Currency Rate

• Remaining Credit

• Allocations

• Applied Amount

• Payments

• Branding Theme ID

• Status Attribute String

• Has Errors

Retrieve Credit Note's Attachment

Grab all details about a credit note's attachment.

Retrieve Credit Note's Attachment by File Name

Grab all details about a credit note's attachment by file name.

Retrieve Employee

Grab details of a specific employee.

• Employee ID

• Status

• First Name

• Last Name

• External Link

• Updated Date U T C

• Status Attribute String

Retrieve Expense Claim

Grab all details about an expense claim.

• Expense Claim ID

• Status

• Payments

• User

• Receipts

• Updated Date U T C

• Total

• Amount Due

• Amount Paid

• Payment Due Date

• Reporting Date

• Receipt ID

Retrieve Feed Connection

Grab all details about a feed connection.

• ID

• Account Token

• Account Number

• Account Name

• Account ID

• Account Type

• Currency

• Country

• Status

• Error

Retrieve File

Grab all details about file.

• Name

• Mime Type

• Size

• Created Date Utc

• Updated Date Utc

• User

• ID

• Folder ID

Retrieve File's Content

Retrieve the file's content.

Retrieve Fixed Asset

Grab all details of a fixed asset.

• Asset ID

• Asset Name

• Asset Type ID

• Asset Number

• Purchase Date

• Purchase Price

• Disposal Date

• Disposal Price

• Asset Status

• Warranty Expiry Date

• Serial Number

• Book Depreciation Setting

• Book Depreciation Detail

• Can Rollback

• Accounting Book Value

• Is Delete Enabled For Date

Retrieve Folder

Grab all details about a folder.

• Name

• File Count

• Email

• Is Inbox

• ID

Retrieve invoice

Grab all details about an invoice.

• Type

• Contact

• Line Items

• Date

• Due Date

• Line Amount Types

• Invoice Number

• Reference

• Branding Theme ID

• URL

• Currency Code

• Currency Rate

• Status

• Sent To Contact

• Expected Payment Date

• Planned Payment Date

• CISDeduction

• CISRate

• Sub Total

• Total Tax

• Total

• Total Discount

• Invoice ID

• Repeating Invoice ID

• Is Discounted

• Payments

• Prepayments

• Overpayments

• Amount Due

• Amount Paid

• Fully Paid On Date

• Amount Credited

• Updated Date U T C

• Credit Notes

• Attachments

• Has Errors

• Status Attribute String

Retrieve Invoice's Attachment

Grab all details about an invoice's attachment.

Retrieve Invoice's Attachment by File Name

Grab all details about an invoice's attachment by file name.

Retrieve Item

Grab all details about an item.

• Code

• Inventory Asset Account Code

• Name

• Is Sold

• Is Purchased

• Description

• Purchase Description

• Purchase Details

• Sales Details

• Is Tracked As Inventory

• Total Cost Pool

• Quantity On Hand

• Updated Date U T C

• Item ID

• Status Attribute String

Retrieve Item's History

Grab all details about an item's history.

• Details

• Changes

• User

• Date U T C

Retrieve Journal

Grab all details about the journal.

• Journal ID

• Journal Date

• Journal Number

• Created Date U T C

• Reference

• Source ID

• Source Type

• Journal Lines

Retrieve Journal by Journal Number

Grab all details about the journal by journal number.

• Journal ID

• Journal Date

• Journal Number

• Created Date U T C

• Reference

• Source ID

• Source Type

• Journal Lines

Retrieve Leave Application

Grab all details about a leave application.

• Leave Application ID

• Employee ID

• Leave Type ID

• Title

• Start Date

• End Date

• Description

• Pay Out Type

• Leave Periods

• Updated Date U T C

Retrieve Linked Transaction

Grab all details of a linked transaction.

• Source Transaction ID

• Source Line Item ID

• Contact ID

• Target Transaction ID

• Target Line Item ID

• Linked Transaction ID

• Status

• Type

• Updated Date U T C

• Source Transaction Type Code

Retrieve Manual Journal

Grab all details about a manual journal.

• Narration

• Journal Lines

• Date

• Line Amount Types

• Status

• URL

• Show On Cash Basis Reports

• Updated Date U T C

• Manual Journal ID

• Status Attribute String

• Attachments

Retrieve Manual Journal's Attachment

Grab all details about a manual journal's attachment.

Retrieve Manual Journal's Attachment by File Name

Grab all details about a manual journal's attachment by file name.

Retrieve Online Invoice URL

Grab all details about an online invoice url.

• Online Invoice URL

Retrieve Organization

Grab all details about an organization.

• Organisation ID

• APIKey

• Name

• Legal Name

• Pays Tax

• Version

• Organisation Type

• Base Currency

• Country Code

• Is Demo Company

• Organisation Status

• Registration Number

• Employer Identification Number

• Tax Number

• Financial Year End Day

• Financial Year End Month

• Sales Tax Basis

• Sales Tax Period

• Default Sales Tax

• Default Purchases Tax

• Period Lock Date

• End Of Year Lock Date

• Created Date U T C

• Timezone

• Organisation Entity Type

• Short Code

• Class

• Edition

• Line Of Business

• Addresses

• Phones

• External Links

• Payment Terms

Retrieve Overpayment

Grab all details about an overpayment.

• Type

• Contact

• Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• Updated Date U T C

• Currency Code

• Overpayment ID

• Currency Rate

• Remaining Credit

• Allocations

• Applied Amount

• Payments

• Attachments

Retrieve Pay Run

Grab all details of a pay run.

• Payroll Calendar ID

• Pay Run ID

• Pay Run Period Start Date

• Pay Run Period End Date

• Pay Run Status

• Payment Date

• Payslip Message

• Updated Date U T C

• Payslips

• Wages

• Deductions

• Tax

• Super

• Reimbursement

• Net Pay

Retrieve Payment

Grab all details about a payment.

• Invoice

• Invoice Number

• Credit Note Number

• Account

• Code

• Date

• Currency Rate

• Amount

• Bank Amount

• Reference

• Is Reconciled

• Status

• Payment Type

• Updated Date U T C

• Payment ID

• Batch Payment ID

• Bank Account Number

• Particulars

• Details

• Has Account

• Status Attribute String

Retrieve Payroll Calendar

Grab all details about a payroll calendar.

• Name

• Calendar Type

• Start Date

• Payment Date

• Payroll Calendar ID

• Updated Date U T C

• Reference Date

Retrieve Payslip

Grab all details about a payslip.

• Employee ID

• Payslip ID

• First Name

• Last Name

• Wages

• Deductions

• Tax

• Super

• Reimbursements

• Net Pay

• Earnings Lines

• Leave Earnings Lines

• Timesheet Earnings Lines

• Deduction Lines

• Leave Accrual Lines

• Reimbursement Lines

• Superannuation Lines

• Tax Lines

• Updated Date U T C

Retrieve Prepayment

Grab all details about a prepayment.

• Type

• Contact

• Date

• Status

• Line Amount Types

• Line Items

• Sub Total

• Total Tax

• Total

• Reference

• Updated Date U T C

• Currency Code

• Prepayment ID

• Currency Rate

• Remaining Credit

• Allocations

• Payments

• Applied Amount

• Attachments

Retrieve Project

Grab all details about a project.

• Project ID

• Contact ID

• Name

• Currency Code

• Minutes Logged

• Total Task Amount

• Total Expense Amount

• Estimate Amount

• Minutes To Be Invoiced

• Task Amount To Be Invoiced

• Task Amount Invoiced

• Expense Amount To Be Invoiced

• Expense Amount Invoiced

• Project Amount Invoiced

• Deposit

• Deposit Applied

• Credit Note Amount

• Deadline Utc

• Total Invoiced

• Total To Be Invoiced

• Estimate

• Status

Retrieve Project's Time Entry

Grab all details about a time entry for a project.

• Time Entry ID

• User ID

• Project ID

• Task ID

• Date Utc

• Date Entered Utc

• Duration

• Description

• Status

Retrieve Purchase Order

Grab all details about a purchase order.

• Contact

• Line Items

• Date

• Delivery Date

• Line Amount Types

• Purchase Order Number

• Reference

• Branding Theme ID

• Currency Code

• Status

• Sent To Contact

• Delivery Address

• Attention To

• Telephone

• Delivery Instructions

• Expected Arrival Date

• Purchase Order ID

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Updated Date U T C

• Status Attribute String

• Attachments

Retrieve Purchase Order as PDF

Grab all details about a purchase order as a pdf.

Retrieve Purchase Order by Order Number

Grab all details about a purchase order using order number.

• Contact

• Line Items

• Date

• Delivery Date

• Line Amount Types

• Purchase Order Number

• Reference

• Branding Theme ID

• Currency Code

• Status

• Sent To Contact

• Delivery Address

• Attention To

• Telephone

• Delivery Instructions

• Expected Arrival Date

• Purchase Order ID

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Updated Date U T C

• Status Attribute String

• Attachments

Retrieve Purchase Order's Attachment

Grab all details about a purchase order's attachment.

Retrieve Purchase Order's Attachment by File Name

Grab all details about a purchase order's attachment by file name.

Retrieve Quote

Grab all details about a quote.

• Quote ID

• Quote Number

• Reference

• Terms

• Contact

• Line Items

• Date

• Date String

• Expiry Date

• Expiry Date String

• Status

• Currency Code

• Currency Rate

• Sub Total

• Total Tax

• Total

• Total Discount

• Title

• Summary

• Branding Theme ID

• Updated Date U T C

• Line Amount Types

• Status Attribute String

Retrieve Quote as PDF

Grab all details about a quote as a pdf.

Retrieve Quote's Attachment

Grab all details about a quote's attachment.

Retrieve Quote's Attachment by FIle Name

Grab all details about a quote's attachment by file name.

Retrieve Repeating Invoice

Grab all details of a repeating invoice.

• Type

• Contact

• Schedule

• Line Items

• Line Amount Types

• Reference

• Branding Theme ID

• Currency Code

• Status

• Sub Total

• Total Tax

• Total

• Repeating Invoice ID

• ID

• Attachments

• Approved For Sending

• Send Copy

• Mark As Sent

• Include P D F

Retrieve Repeating Invoice's Attachment

Grab all details about a repeating invoice's attachment.

Retrieve Repeating Invoice's Attachment by File Name

Grab all details about a repeating invoice's attachment by file name.

Retrieve Report

Grab all details about a report.

• Report ID

• Report Name

• Report Title

• Report Type

• Report Titles

• Report Date

• Rows

• Updated Date U T C

• Fields

Retrieve Statement

Grab all details about a statement.

• ID

• Feed Connection ID

• Status

• Start Date

• End Date

• Start Balance

• End Balance

• Statement Lines

• Errors

• Statement Line Count

Retrieve Subscriptions

Grab all details about a subscription.

Retrieve Superfund

Grab all details about a superfund.

• Super Fund ID

• Type

• Name

• ABN

• BSB

• Account Number

• Account Name

• Electronic Service Address

• Employer Number

• SPIN

• USI

• Updated Date U T C

Retrieve Task

Grab all details about a project task.

• Task ID

• Name

• Rate

• Charge Type

• Estimate Minutes

• Project ID

• Total Minutes

• Total Amount

• Minutes Invoiced

• Minutes To Be Invoiced

• Fixed Minutes

• Non Chargeable Minutes

• Amount To Be Invoiced

• Amount Invoiced

• Status

Retrieve Timesheet

Grab all details about a timesheet.

• Employee ID

• Start Date

• End Date

• Status

• Hours

• Timesheet ID

• Timesheet Lines

• Updated Date U T C

Retrieve Tracking Company

Grab all details about a tracking company.

• Tracking Category ID

• Tracking Option ID

• Name

• Option

• Status

• Options

Retrieve User

Grab all details about a user.

• User ID

• Email Address

• First Name

• Last Name

• Updated Date U T C

• Is Subscriber

• Organisation Role

Send Copy of Invoice by Email

Send a copy of an invoice to related contact via email.

Send Metered Usage for Subscription and Subscription Item

Send metered usage for a subscription and subscription item.

Set Chart of Accounts, Conversion Date, and Conversion Balances

Set the chart of accounts, conversion date, and conversion balances.

• Accounts

• Organisation

Update a Spent or Received Bank Transaction

Modify an existing bank transaction.

• Bank Transactions

Update Account

Modify an existing account's details.

• Accounts

Update Attachment

Modify an account's attachment.

Update Bank Transaction's Attachment by File Name

Modify a specific attachment from a specific bank transaction by filename.

Update Bank Transfer's Attachment

Modify a bank transfer's attachment.

Update Batch Payment

Modify a specific batch payment for invoices and credit notes.

Update Batch Payment by URL

Modify a specific batch payment for invoices and credit notes.

Update Contact

Modify an existing contact's details.

• Contacts

Update Contact Attachment by File Name

Modify an existing contact attachment by file name.

Update Contact Group

Modify a contact group.

• Contact Groups

Update Credit Note

Modify a credit note.

• Credit Notes

Update Credit Note's Attachment by File Name

Modify a credit note's attachment by file name.

Update Expense Claim

Modify a specific expense claim.

• Expense Claims

Update File

Modify a file.

• Name

• Mime Type

• Size

• Created Date Utc

• Updated Date Utc

• User

• ID

• Folder ID

Update Folder

Modify an existing folder.

• Name

• File Count

• Email

• Is Inbox

• ID

Update Invoice

Modify a specific sales invoice or purchase bill.

• Invoices

Update Invoice's Attachment by File Name

Modify the attachment of a specific invoice or purchase bill using its file name.

Update Item

Modify an item's details.

• Items

Update Leave Application

Modify a leave application.

Update Linked Transaction

Modify a specific linked transaction.

• Linked Transactions

Update Manual Journal

Modify a specific manual journal.

• Manual Journals

Update Manual Journal's Attachment by File Name

Modify a manual journal's attachment by file name.

Update Metered Usage for Subscription and Subscription Item

Modify metered usage for a subscription and subscription item.

Update or Create a Spent Or Received Bank Transaction

Modify or create a spent or received money bank transaction.

• Bank Transactions

Update Pay Run

Modify a pay run.

Update Payment for Invoices & Credit Notes

Modify a payment's details for invoices and credit notes.

• Status

Update Payslip

Modify a payslip.

Update Project

Modify a project.

• Name

• Contact ID

• Estimate Amount

• Deadline Utc

Update Project's Time Entry

Modify a project's time entry.

• User ID

• Task ID

• Date Utc

• Duration

• Description

Update Purchase Order

Modify a purchase order.

• Purchase Orders

Update Purchase Order Attachment

Modify a purchase order attachment.

Update Quote

Modify a specific quote.

• Quotes

Update Quote Attachment

Modify a quote's attachment.

Update Repeating Invoice Template

Modify a specific repeating invoice template.

• Repeating Invoices

Update Repeating Invoice's Attachment

Modify an existing repeating invoice's attachment.

Update Superfund

Modify a superfund.

Update Task

Modify task.

• Name

• Charge Type

• Rate

• Estimate Minutes

Update Tax Rate

Modify an existing tax rate.

• Tax Rates

Update Timesheet

Modify a timesheet.

Update Tracking Category's Option

Modify a tracking category option.

• Tracking Option ID

• Name

• Status

• Tracking Category ID

Update Tracking Company

Modify a specific tracking category.

• Tracking Category ID

• Tracking Option ID

• Name

• Option

• Status

• Options

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

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Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

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Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

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MESA AI assistant

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Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.