Integrations / Signatures
Manage DocuSeal submissions and templates from WhatsApp
Flann connects DocuSeal to the WhatsApp chat you already run your business from. You ask, and Flann picks the right DocuSeal action. Signatures chased, notes tidied, invoices read and filed: this is the paperwork side of running a café, a clinic or a building firm, and none of it needs you at a desk. Connect DocuSeal and Flann handles the reading straight away.
22 actions in DocuSeal. 7 only look things up, and 15 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in DocuSeal
Type it or say it in a voice note. Flann works out which DocuSeal action you mean.
“Look up the template in DocuSeal.”
“Look up the submitter in DocuSeal.”
“Update the template documents in DocuSeal.”
“Create a template in DocuSeal.”
“Update the submitter in DocuSeal.”
What Flann can work with in DocuSeal
DocuSeal gives Flann 22 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Submissions | archivecreatelook up | 8 |
| Templates | archivecreatelook upupdate | 7 |
| Submitters | look upupdate | 3 |
Side by side, the two ways of working in DocuSeal:
| Compare | In DocuSeal yourselfYou click through each job | Flann on DocuSealYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about submissions | By hand, screen by screen | 7 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 15 changes, made from a message |
| DocuSeal records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your DocuSeal API key, once |
YesPartlyNo
Step by step: DocuSeal jobs you can hand to Flann
What happens between your message and the result in DocuSeal.
Create a submission from a voice note
- You message Flann on WhatsApp: “Create a submission in DocuSeal with these details.”
- Flann runs
List Submissionsin DocuSeal and shows you what it found. - Flann runs
Create Submissionin DocuSeal. - Flann creates it in DocuSeal and confirms in the chat.
Fix a template without opening DocuSeal
- You message Flann on WhatsApp: “Change the template in DocuSeal: here is what is different.”
- Flann runs
List Templates (Enhanced)in DocuSeal and shows you what it found. - Flann runs
Update Templatein DocuSeal. - Flann makes the change in DocuSeal and confirms in the chat.
Get answers about your submitters
- You message Flann on WhatsApp: “What is the latest on our submitters in DocuSeal?”
- Flann runs
List SubmittersandGet Submitterin DocuSeal and shows you what it found. - Nothing in DocuSeal is changed: these are look-ups, so they run straight away.
The DocuSeal jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Writing up a site visit
Today
After a visit to a client, the details live in your head or on the back of an envelope. Proper notes in DocuSeal get pushed to tomorrow.
With Flann
“Voice note from the Greenway visit. Make it a proper note in DocuSeal under that client.”
Your voice note is transcribed, sorted under headings such as what was agreed, measurements and next steps, and matched to the right client in DocuSeal. It reads like notes written at a desk.
What you stop doing: Writing up visits from memory the next morning is no longer necessary.
Filling in the same template again
Today
Quotes, welcome letters and job sheets all start from the same template in DocuSeal. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.
With Flann
“Make a welcome pack for Sarah Okafor from the new member template in DocuSeal.”
A fresh copy of your template in DocuSeal is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.
What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to DocuSeal
- In Flann, go to Connectors and find DocuSeal.
- Paste your DocuSeal API key into the secure form Flann opens. You will find the key in your DocuSeal account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the DocuSeal action and fills in the details.
Reading from DocuSeal is instant. DocuSeal stays connected until you remove it in Connectors.
Ways to use DocuSeal with Flann
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches DocuSeal and brings it into the chat.
Summarise before you read
Ask what a long document says. Flann reads it in DocuSeal and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in DocuSeal so you can send it on.
Everything Flann can do in DocuSeal
All 22 DocuSeal actions, as Flann sees them.
Looks up 7
- Get Submission
- Get Submission Documents
- Get Submitter
- Get Template
- List Submissions
- List Submitters
- List Templates (Enhanced)
Changes 15
- Archive Submission
- Archive Template
- Clone Template (v2)
- Create Submission
- Create Submission From DOCX
- Create Submission From HTML
- Create Submission From PDF
- Create Submissions From Emails
- Create Template from DOCX
- Create Template From PDF
- Merge Templates
- Update Submitter
- Update Template
- Update Template Documents
- Create Template from HTML
More Signatures apps Flann works with
NotionCommon questions
What can Flann do with submissions in DocuSeal?
Flann can archive, create and look up submissions in DocuSeal, using 8 actions (Archive Submission, Create Submission, Create Submission From DOCX, Create Submission From HTML and more). Looking up runs straight away and changes nothing. The other actions create or change submissions in DocuSeal.
What can Flann do with templates in DocuSeal?
Flann can archive, create, look up and update templates in DocuSeal, using 7 actions (Archive Template, Create Template from DOCX, Create Template from HTML, Create Template From PDF and more). Looking up runs straight away and changes nothing. The other actions create or change templates in DocuSeal.
How does Flann connect to DocuSeal?
Open Connectors in Flann, choose DocuSeal and paste your DocuSeal API key into a secure form. You will find the key in your DocuSeal account settings. Once it is connected, Flann can use 22 actions in DocuSeal.
How do I ask Flann to do something in DocuSeal?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the DocuSeal action that fits and asks if anything is missing.
Which Flann plan do I need for DocuSeal?
Any of them. Every Flann plan includes DocuSeal and every other app.