Docusign CLM
by Docusign
Contract lifecycle management for authoring, approving and storing agreements.
- Category
- Productivity & Collaboration
- Type
- Contract management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Signed JWT
02Data
What you can sync.
- Documents
- Folders
- Workflows
- Attributes
- Users
Bring Docusign CLM documents into your Lake and ask an AI Mind where work is stuck and why.
Need more? Name any other Docusign CLM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- A signed JWT
Docusign CLM uses OAuth 2.0 (client ID, client secret, refresh token) or a signed JWT. You add the credentials once, when the AI asks for them, and it tells you where to create them in Docusign if you need help.
04How it works
How it works in DataMind.
-
Pick Docusign CLM.
Open Lake, pick Docusign CLM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Docusign CLM API docs.
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Answer a few questions.
The AI reads the Docusign CLM documentation, then asks which credentials you will use, which data to sync (for example documents and folders), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Docusign CLM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
