[Agreements integration]

Connect signed agreements to postal mail workflows

Use DocuSign agreement state to trigger signed-copy mailings, wet-signature fallback packets, notary requests, and certified follow-ups, then route returned scans, forwarded documents, or mail photos back into the agreement trail.

recommended shape

envelope completed or stalled

signed PDF pulled by envelope id

dry run of the mailed copy

legal approves certified or notary mail

proof and return scans on the agreement

Best for

Agreement workflows where a completed envelope needs a mailed copy or certified follow-up.

Wet-signature, notary, or original-document requests that cannot finish cleanly inside email alone.

Agents that watch agreement status and decide when physical mail should enter the workflow.

Triggers

Envelope is completed, declined, voided, or stalled.

Signer needs a hard-copy packet, notary request, or wet-sign fallback.

Agreement deadline passes without completion and certified mail is required.

[Workflow]

1

DocuSign Connect, Recipient Connect, or an app workflow creates the envelope or recipient-status trigger.

2

Agent or integration gathers envelope, signer, template, agreement, and deadline context.

3

mailbox.bot creates a dry-run postal packet with the signed PDF, cover letter, or fallback request.

4

Human approves sensitive legal, certified, notary, or wet-signature mail.

5

mailbox.bot mails the packet and writes tracking, proof, plus any forwarded return scans or mail photos back to the agreement workflow.

Technical pattern

DocuSign Connect (account or envelope level) posts envelope-completed, declined and voided events; use them as the trigger, not polling.

Pull the signed PDF with the eSignature REST API (GET /envelopes/{envelopeId}/documents/combined) only when the packet actually needs it.

Store envelope_id and recipient_id in metadata; write the mail id and proof back as an envelope custom field or on the agreement record.

Verify DocuSign Connect's HMAC on the way in and the Standard Webhooks signature on mail events on the way out.

Metadata to preserve

source=docusign

envelope_id

recipient_id

template_id

agreement_type

deadline

approval_id

POST/api/v1/maildry_run=true

curl -X POST https://mailbox.bot/api/v1/mail \
  -H "Authorization: Bearer sk_agent_test_..." \
  -H "X-Mailbox-MD-Version: <version>" \
  -H "X-Max-Cost-Cents: 2500" \
  -F "document=@signed-agreement.pdf" \
  -F "recipient_name=<recipient>" \
  -F "recipient_line1=<street>" \
  -F "recipient_city=<city>" \
  -F "recipient_state=<state>" \
  -F "recipient_zip=<zip>" \
  -F "mail_class=certified" \
  -F "dry_run=true" \
  -F 'metadata[envelope_id]=<envelope_id>' \
  -F 'metadata[recipient_id]=<recipient_id>' \
  -F 'metadata[template_id]=<template_id>' \
  -F 'metadata[source]=docusign'

Agent prompts

"When this DocuSign envelope is completed, mail a signed copy packet through mailbox.bot and attach delivery proof to the agreement record."

"If the envelope is stalled for seven days, draft a certified wet-signature request and require legal approval before mailing."