1-Click E-SignatureOAuth 2.0 DirectSync SLA: 1.1s E-Sign Push
How to Connect DocuSign eSignature Packet with CallCourty AI
1-Click OAuth connect: send Texas cosigner indemnity agreements and legal retainers via SMS.
Auto-generates Texas indemnity agreements, promissory notes, and legal retainers for instant mobile e-signing.
1-Click DocuSign OAuth connects your existing envelope templates.
Pre-fills defendant name, bond amount, cosigner info (or legal client matter details) and texts the mobile signing link during the call.
OAuth 2.0 Integration & Secure Handshake
Connect CallCourty AI directly to your DocuSign eSignature Packet workspace. Click Authorize DocuSign eSignature Packet to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.
Visual Step-by-Step Instructions
DocuSign eSignature Packet Setup Walkthrough & Annotated Screens
Your CallCourty Webhook URL:
1
Open DocuSignClick '1-Click Connect with DocuSign'
Click 1-Click Connect to authorize your DocuSign account and select your default Cosigner Indemnity or Retainer template.
Where to click: Select your Texas Surety Indemnity or Law Firm Retainer template for automatic SMS dispatch
account.docusign.com/oauth/auth
1-Click OAuth 2.0DocuSign eSignature Packet Configuration View
Step 1 Visual GuidePortal Navigation
DocuSign Account
TemplatesClick
SMS Delivery
1-Click OAuth 2.0
Step 1: Authorize DocuSign Mobile SMS Envelopes
Select your Texas Surety Indemnity or Law Firm Retainer template for automatic SMS dispatch
Template: TX-Surety-Indemnity-v4
Automatic Schema Mapping
Real-Time JSON PayloadHow CallCourty AI Maps Call Data into DocuSign eSignature Packet
| CallCourty AI Intake Variable | DocuSign eSignature Packet Target Field |
|---|---|
| cosigner_name / full_name | DocuSign Signer 1 |
| phone | DocuSign SMS Delivery Number |
| bond_amount / fee | DocuSign Merge Field |