Sign in once. Siftree reads your records and reacts to new events as they happen.
Download Documents
Download the documents of an envelope to the /tmp directory. See the documentation here
Get Envelope
Get details for a DocuSign envelope by ID. Use List Envelopes first if you need to find an envelope ID.
List Accounts
List the DocuSign accounts available to the connected user. Use this to find the Account ID required by other actions when the connected user belongs to more than one account.
List Documents
List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document.
List Recipients
List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement.
New Change in Envelope StatusTrigger
Emit new event when an envelope's status is updated
New FolderTrigger
Emit new event when a new folder is created
Act
Take action in Docusign
Agents update records and send messages for you, automatically, as drafts, or after you approve.
Create Draft
Create and send an envelope, or create a draft envelope. See the documentation here
Create Envelope
Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For…
Create Envelope From File
Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/ , in the uploaded document. Set Client User ID when you need…
Create Recipient View
Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId .
Create Signature Request
Creates a signature request from a template See the docs here
Send Envelope
Send an existing draft DocuSign envelope by updating its status to sent . Use this after Create Envelope or Create Envelope From File , or any workflow that creates an envelope with status created .
Void Envelope
Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it.
Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.
Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.
- Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
- Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
- Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
- Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
- Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
- Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
- Ask questions of your data from Claude or ChatGPT through Siftree MCP.
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- Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.