DocuSign
DocuSign sends documents out for signature and tracks each envelope until every recipient has acted.
Authentication
- OAuth 2.0
Actions
Generic API request. Call any DocuSign API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.
- Get account infoRead the settings and metadata of the DocuSign account this connection is bound to — useful for confirming which account you are working against and what it is configured to allow.
- Get envelopeGet a single DocuSign envelope's status and metadata by id — the usual way to check whether a sent envelope has been completed.
- List envelopesList the envelopes on a DocuSign account that changed on or after fromdate — the standard way to poll for signing progress.
- List foldersList the folders on a DocuSign account — Inbox, Sent, Drafts and any custom ones — so you can resolve a folder id before listing or moving envelopes.
- List templatesList the envelope templates on a DocuSign account, to resolve the template id you then send an envelope from.
Triggers
- Envelope completedStarts when a DocuSign Connect notification reports that every recipient has signed and the envelope status changed to completed.
- Envelope declinedStarts when a DocuSign Connect notification reports that a recipient declined to sign the envelope.
- Envelope sentStarts when DocuSign Connect reports that an envelope has been sent out to its recipients.
- New or updated envelopeStarts when a DocuSign envelope’s status changes.
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