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DocuSign Component

DocuSign

Use the DocuSign component to manage signature collection and document distribution.

Component key: docusign

Description​

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:

  1. Login to your DocuSign Developer Account
  2. Click on your profile icon in the top right hand corner and select My Apps & Keys
  3. Select Add App and Integration Key to create a new application
  4. Note your Integration Key and under the Secret Keys section select Add Secret Key and copy your generated secret key
  5. In Additional settings under Redirect URI’s enter https://oauth2.prismatic.io/callback as the value
  6. 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