DocuSign Component
Use the DocuSign component to manage signature collection and document distribution.
Component key: docusignDescription
DocuSign provides intuitive solutions for sending and collecting signatures on documents. Use the DocuSign component to manage signature collection and document distribution.
Use the DocuSign component to send, sign, track, and manage the signature process.
API Documentation: DocuSign API Reference
Connections
OAuth 2.0
Docusign requires a Developer Account to create applications for integrations. Create an acccount at Developers.docusign.com for more information.
To Create an App for Docusign for your Developer Account:
- Login to your DocuSign Developer Account
- Click on your profile icon in the top right hand corner and select My Apps & Keys
- Select Add App and Integration Key to create a new application
- Note your Integration Key and under the Secret Keys section select Add Secret Key and copy your generated secret key
- In Additional settings under Redirect URI’s enter https://oauth2.prismatic.io/callback as the value
- Save the App and enter the Integration Key and Secret Key values into the designated fields of your integration’s connection configuration.
The DocuSign Oauth connection requires you to add an Authorization Header with a combination of your integration and secret keys concatenated by a colon character, converted into base64, and prefixed with the word Basic.\ If your integration key is 7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f and the secret key is d7014634-xxxx-xxxx-xxxx-6842b7aa8861,
You may use the following Base64 Encoder. In the first box enter in the format of <integration key>:<secret key>
'example: 7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f:d7014634-xxxx-xxxx-xxxx-6842b7aa8861' and select the ENCODE button.
The encoded results will appear below 'example: NWMyYjhkN2.....hODg2MQ=='
Enter the Authorization Header value in your connection configuration as Basic <encoded results>
example: Basic NWMyYjhkN2.....hODg2MQ==
You may also get the base64 value in a JavaScript console with the following method call:
btoa(
"7c2b8d7e-xxxx-xxxx-xxxx-cda8a50dd73f:d7014634-xxxx-xxxx-xxxx-6842b7aa8861"
);
This method call results in a new authorization header value: NWMyYjhkN2.....hODg2MQ==
.\
The final header value will be Basic NWMyYjhkN2.....hODg2MQ==
.
Triggers
Account Level Trigger
Get notified when an event occurs at the account. | key: accountTrigger
Data Sources
Select Folder
Select a Folder. | key: folders | type: picklist
Select Template
Select a Template. | key: templates | type: picklist
Actions
Create Account
Creates a new DocuSign account. | key: createAccount
Create Account Signature
Adds or updates one or more account stamps. | key: createAccountSignature
Create Bulk Send List
This method creates a bulk send list that you can use to send an envelope to up to 1,000 recipients at once. | key: createBulkSendList
Create Contact
This method adds multiple contacts into a contacts list. | key: createContact
Create Envelope
Creates and sends an envelope or creates a draft envelope. | key: createEnvelope
Create Template
Creates one or more template definitions, using a multipart request for each template. | key: createTemplate
Create Webhook
Create a new webhook (Account Level). | key: createWebhook
Delete Account
Closes the specified account. | key: deleteAccount
Delete Account Signature
Deletes a stamp specified by signatureId. | key: deleteAccountSignature
Delete All Instanced Webhooks
Delete all webhooks that point to a flow in this instance. | key: deleteAllInstancedWebhooks
Delete Bulk Send List
This method deletes a bulk send list. | key: deleteBulkSendList
Delete Contact
This method deletes a contact associated with an account. | key: deleteContact
Delete Envelope Document
Deletes one or more documents from an existing envelope that has not yet been completed. | key: deleteEnvelopeDocument
Delete Template Document
This method deletes one or more documents from an existing template. | key: deleteTemplateDocument
Delete User
Closes one or more users in the account, preventing them from accessing account features. | key: deleteUser
Delete Webhook
Delete a single webhook. | key: deleteWebhook
Get Account
Retrieves the account information for the specified account. | key: getAccount
Get Account Signature
Returns information about the specified stamp. | key: getAccountSignature
Get Account Signature Image
Returns the image for an account stamp. | key: getAccountSignatureImage
Get Bulk Send Batches
Returns a summary of bulk send batches. | key: getBulkSendBatches
Get Bulk Send List
This method returns all of the details associated with a specific bulk send list that belongs to the current user. | key: getBulkSendList
Get Bulk Send Lists
This method returns a list of bulk send lists belonging to the current user, as well as basic information about each list. | key: getBulkSendLists
Get Bulk Send Status
Gets the general status of a specific bulk send batch. | key: getBulkSendBatchStatus
Get Contact
This method returns one or more contacts associated with a DocuSign account. | key: getContact
Get Envelope
Retrieves the overall status for the specified envelope. | key: getEnvelope
Get Envelope Document
Retrieves a single document or all documents from an envelope. | key: getEnvelopeDocument
Get Recipient Signature
Retrieves signature information for a signer or sign-in-person recipient. | key: getRecipientSignature
Get Recipient Signature Image
Retrieves the specified user signature image. | key: getRecipientSignatureImage
Get Template
Retrieves the definition of the specified template. | key: getTemplate
Get Template Document
This method retrieves one or more PDF documents from the template that you specify. | key: getTemplateDocument
Get User
Retrieves the user information for the specified user. | key: getUser
Get Webhook
Retrieve a single webhook. | key: getWebhook
List Account Settings
Retrieves the account settings information for the specified account. | key: listAccountSettings
List Envelope Documents
Retrieves a list of documents associated with the specified envelope. | key: listEnvelopeDocuments
List Folder Items
Gets information about items in the specified folder. | key: listFolderItems
List Folders
Returns a list of the account's folders. | key: listFolders
List Template Documents
Retrieves a list of documents associated with the specified template. | key: listTemplateDocuments
List Templates
Retrieves the list of templates for the specified account. | key: listTemplates
List Webhooks
Retrieve all webhooks. | key: listWebhooks
Raw Request
Send raw HTTP request to DocuSign. | key: rawRequest
Update Account Signature
Updates an account stamp specified by the signatureId query parameter. | key: updateAccountSignature
Update Account Signature Image
Sets a signature image, initials, or stamp. | key: updateAccountSignatureImage
Update Bulk Send List
This method replaces the definition of an existing bulk send list. | key: updateBulkSendList
Update Contact
This method updates one or more contacts associated with an account. | key: updateContact
Update Envelope
This method enables you to make changes to an envelope. | key: updateEnvelope
Update Envelope Document
Adds or replaces a document in an existing draft or in-process envelope. | key: updateEnvelopeDocument
Update Template
Updates an existing template. | key: updateTemplate
Update Template Document
This methods updates an existing template document. | key: updateTemplateDocument
Update User
To update user information for a specific user, submit a Users object with updated field values in the request body of this operation. | key: updateUser
Update Webhook
Update an existing webhook. | key: updateWebhook