Integrations and Add-Ons

DocuSign E-Signature

Vilulia integrates with DocuSign to collect legally binding electronic signatures on settlement agreements. Once DocuSign is connected to your organization, the signing workflow is triggered from within a case: Vilulia generates a PDF of the settlement agreement, creates a DocuSign envelope, and sends it to all parties for signature. When all parties sign, a webhook from DocuSign automatically releases any Stripe escrow funds held for the case.

What you'll learn

How to connect DocuSign to your Vilulia organization
How envelope status is tracked in real time
How signing completion triggers escrow release
Connection limits and caveats to be aware of

Setup steps

Go to Settings → Integrations and click Connect DocuSign.
You are redirected to DocuSign. Sign in to your DocuSign account (or create one if you do not have one).
DocuSign asks you to authorize Vilulia to send, sign, and manage documents on your behalf. Click Allow Access. Vilulia requests the signature and impersonation scopes.
You are returned to Vilulia. The connection is saved automatically and DocuSign is now active for your organization.

What happens automatically after setup

When you trigger the signing workflow from a case, Vilulia sends the settlement agreement to DocuSign automatically.
Envelope status (sent, viewed, signed, declined) is tracked and displayed in the case record in real time.
Access tokens refresh automatically in the background — no manual re-authentication is required unless the connection is revoked.

Manual steps required

You must trigger the signing workflow from within a case — Vilulia does not push documents to DocuSign automatically without a user action.

Connection limits and caveats

Only the first DocuSign account on the connected user's DocuSign profile is used. If you have multiple DocuSign accounts, Vilulia uses the first one.
There is one DocuSign connection per Vilulia organization — not per individual user.
If a DocuSign API call fails, Vilulia retries up to 3 times with a 1.5-second base delay.

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