DocuSign Demo (Preview)

DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. The DocuSign Demo connector connects only to DocuSign Demo environments but offers the same functionality as the regular DocuSign connector. Any documents in a DocuSign Demo environment are not legally binding. For all non-demo uses, use the regular DocuSign connector.

This connector is available in the following products and regions:

Service Class Regions
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name docusign
URL https://support.docusign.com
Connector Metadata
Publisher DocuSign, Inc.
Website https://www.docusign.com
Privacy policy https://www.docusign.com/company/privacy-policy
Categories Content and Files;Productivity

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Add documents to an envelope

Add documents to an envelope.

Add recipient to an envelope (V2)

Add recipient to an envelope.

Add tabs for a recipient

Add tabs for a recipient.

Add verification type to a recipient

Add verification type to a recipient.

Create envelope

Create a new blank envelope.

Create envelope using template (V2)

Create a new envelope using a specified template.

DEPRECATED: Add recipient to an envelope

Add recipient to an envelope.

DEPRECATED: Send envelope using template (V1)

Create a new envelope using a specified template.

Generate Embedded Sender URL

Generate Embedded Sender URL

Generate Embedded Signing URL

Generate Embedded Signing URL

Get envelope documents

Get envelope documents.

List recipients

List recipients for a specific envelope.

Login

Login

Remove recipient from an envelope

Remove recipient from an envelope

Send envelope

Send an existing envelope.

Add documents to an envelope

Add documents to an envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Base64 *
documentBase64 True string

Base64 of document content

type *
fileExtension True string

pdf, docx etc.

name *
name True string

document name

Returns

Add recipient to an envelope (V2)

Add recipient to an envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Recipient type
recipientType True string

Recipient type

Client User ID
clientUserId string

Client user ID for embedded signer

Signing order
routingOrder string

The signing order of the recipient.

Email notification language
emailNotificationLanguage string

Language for the email notification.

Email notification subject
emailNotificationSubject string

Subject of the email notification.

Email notification body
emailNotificationBody string

Body of the email notification.

Note
note string

Custom note for the recipient.

Role name
roleName string

Role name associated with the recipient.

SMS Country Code
countryCode integer

For SMS notifications, the country code, without leading + sign.

SMS Phone Number
phoneNumber integer

For SMS notifications, the phone number without the country code.

details for selected recipient type
additionalRecipientParams dynamic

Details for selected recipient type.

Returns

Body
Signer

Add tabs for a recipient

Add tabs for a recipient.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Recipient
recipientId True string

Recipient id

Tab type
tabType True string

Tab type

tab details
tabDetails True dynamic

The details of the selected anchor tab.

Returns

Add verification type to a recipient

Add verification type to a recipient.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Recipient id
recipientId True string

Recipient id

Recipient type
recipientType True string

Recipient type

Verification Type
verificationType True string

Verification Type

Additional recipient data
additionalRecipientData dynamic

Additional recipient data.

Returns

Create envelope

Create a new blank envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Email subject
emailSubject True string

Subject of the email.

Email body
emailBody string

Body of the email.

Custom Fields
accountCustomFields dynamic

Get the custom fields set at the account level.

Returns

Create envelope using template (V2)

Create a new envelope using a specified template.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Template
templateId True string

Template id

Envelope status
status True string

Envelope status

Custom Fields
accountCustomFields True dynamic

Get the custom fields set at the account level.

Returns

DEPRECATED: Add recipient to an envelope

Add recipient to an envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Signer Name
AddRecipientToEnvelopeName True string

The name of the recipient.

Signer Email
AddRecipientToEnvelopeEmail True string

The email of the recipient.

Signing Order
routingOrder string

The signing order of the recipient in the document.

Role
roleName string

The role of the signer.

Returns

DEPRECATED: Send envelope using template (V1)

Create a new envelope using a specified template.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Template
templateId True string

Template id

Envelope status
status True string

Envelope status

Signers
signers True dynamic

The signers of the document.

Returns

Generate Embedded Sender URL

Generate Embedded Sender URL

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Open in
openIn True string

Open in

Return URL
returnUrl True string

Return URL

Additional added URL
additionalURL dynamic

Additional added URL.

Returns

Generate Embedded Signing URL

Generate Embedded Signing URL

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Signer Name
signerName True string

Name of The Signer

Signer Email
signerEmail True string

Email of The Signer

Client User ID
clientUserId True string

Client User ID

Authentication Method
authenticationMethod True string

Authentication Method

Return URL
returnUrl True string

Return URL

Additional added URL
additionalURL dynamic

Additional added URL.

Returns

Get envelope documents

Get envelope documents.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Certificate of completion
certificate True boolean

When set to false, the envelope signing certificate is removed from the download.

Returns

List recipients

List recipients for a specific envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Folder
folderId True string

Folder id

Envelope
envelopeId True string

Envelope id

Returns

Login

Login

Returns

Remove recipient from an envelope

Remove recipient from an envelope

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Folder
folderId True string

Folder id

Envelope
envelopeId True string

Envelope id

Recipient
RemoveRecipientFromEnvelopeRecipientId True string

Recipient id

Returns

Send envelope

Send an existing envelope.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Envelope
envelopeId True string

Envelope id

Returns

response
object

Triggers

DEPRECATED: When an envelope status changes (Connect)

Triggers a new flow when an envelope status changes.

When an envelope status changes (Connect) (V2)

Triggers a new flow when an envelope status changes.

DEPRECATED: When an envelope status changes (Connect)

Triggers a new flow when an envelope status changes.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Connect name
name True string
Envelope event
envelopeEvents True string

Returns

When an envelope status changes (Connect) (V2)

Triggers a new flow when an envelope status changes.

Parameters

Name Key Required Type Description
Account
accountId True string

Account id

Connect name
name True string
Envelope event
envelopeEvents True string

Returns

Definitions

WebhookEnvelopeResponseV2

Name Path Type Description
Custom Fields
data.envelopeSummary.customFields object

Key-value pairs representing the custom fields for this envelope (where key is the field name, and value is the field value).

Envelope Created Date-Time
data.envelopeSummary.createdDateTime date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Envelope ID
data.envelopeSummary.envelopeId string
Envelope Sent Date-Time
data.envelopeSummary.sentDateTime date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Envelope Status
data.envelopeSummary.status string
Email Subject
data.envelopeSummary.emailSubject string
Sender's Name
data.envelopeSummary.sender.userName string
Sender's User ID
data.envelopeSummary.sender.userId string
Sender's Account ID
data.envelopeSummary.sender.accountId string
Sender's Email Address
data.envelopeSummary.sender.email string
signers
data.envelopeSummary.recipients.signers array of object
Tabs
data.envelopeSummary.recipients.signers.tabs object

Key-value pairs representing the tabs for this recipient (where key is the field name, and value is the field value).

Recipient Email
data.envelopeSummary.recipients.signers.email string
Recipient Id
data.envelopeSummary.recipients.signers.recipientId string
Routing Order
data.envelopeSummary.recipients.signers.routingOrder string
Recipient Sent Date-Time
data.envelopeSummary.recipients.signers.sentDateTime date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Recipient Status
data.envelopeSummary.recipients.signers.status string

The status of the recipient.

Recipient Type
data.envelopeSummary.recipients.signers.recipientType string

The type of recipient.

Verification Type
data.envelopeSummary.recipients.signers.verificationType string

The type of the verification.

Recipient Name
data.envelopeSummary.recipients.signers.name string

The name of the recipient.

WebhookEnvelopeResponse

Name Path Type Description
Custom Fields
customFields object

Key-value pairs representing the custom fields for this envelope (where key is the field name, and value is the field value).

Envelope Created Date-Time
DocuSignEnvelopeInformation.EnvelopeStatus.Created date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Sender's Email Address
DocuSignEnvelopeInformation.EnvelopeStatus.Email string
Envelope ID
DocuSignEnvelopeInformation.EnvelopeStatus.EnvelopeID string
Sender's IP Address
DocuSignEnvelopeInformation.EnvelopeStatus.SenderIPAddress string
Envelope Sent Date-Time
DocuSignEnvelopeInformation.EnvelopeStatus.Sent date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Envelope Status
DocuSignEnvelopeInformation.EnvelopeStatus.Status string
Subject
DocuSignEnvelopeInformation.EnvelopeStatus.Subject string
Sender's Name
DocuSignEnvelopeInformation.EnvelopeStatus.UserName string
RecipientStatus
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus array of object
Tabs
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.tabs object

Key-value pairs representing the tabs for this recipient (where key is the field name, and value is the field value).

Decline Reason
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.DeclineReason DeclineReasonWithoutType
Recipient Email
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Email string
Recipient Id
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.RecipientId string
Routing Order
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.RoutingOrder string
Recipient Sent Date-Time
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Sent date-time

yyyy-MM-ddTHH:mm:ss.fffZ

Recipient Status
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Status string

The status of the recipient.

Recipient Type
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Type string

The type of recipient.

Recipient Name
DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.UserName string

The name of the recipient.

Time Zone
DocuSignEnvelopeInformation.TimeZone string
Time Zone Offset
DocuSignEnvelopeInformation.TimeZoneOffset string

GetDocumentsResponse

File Content
binary

EmbeddedSenderResponse

Name Path Type Description
Embedded Sender URL
url string

The url of embedded sender view.

EmbeddedSigningResponse

Name Path Type Description
URL
url string

The url of embedded signing view.

CreateEnvelopeResponse

Name Path Type Description
Envelope Id
envelopeId string

The id of the envelope.

Status
status string

The status of the envelope.

Status date time
statusDateTime string

The datetime the status was set.

URI
uri string

The URI for the envelope in DocuSign.

ListRecipientsResponse

Name Path Type Description
Signers
signers array of Signer

Signers

Signer

Name Path Type Description
Signing Order
routingOrder string

The signing order of the recipient in the document.

Role
roleName string

The role of the signer.

Recipient Id
recipientId string

The id the recipient.

Name
name string

The name of the recipient.

Email
email string

The email of the recipient.

Recipient Type
recipientType string

The type the recipient.

Verification Type
verificationType string

The type of verification.

GetLoginAccountsResponse

Name Path Type Description
Login accounts
loginAccounts array of LoginAccount

Login accounts

LoginAccount

Name Path Type Description
Name
name string

The name of the account.

Account Id guid
accountIdGuid string

The GUID of the account.

AddDocumentsResponse

Name Path Type Description
Envelope Id
envelopeId string

The id of the envelope.

Envelope documents
envelopeDocuments array of EnvelopeDocument

The documents attached to the envelope.

AddRecipientTabsResponse

Name Path Type Description
Recipient tabs
recipientTabs array of RecipientTab

The tabs added to a recipient.

EnvelopeDocument

Name Path Type Description
Document Id
documentId string

The id of the document.

Name
name string

The name of the document.

RecipientTab

Name Path Type Description
Tab Id
tabId string

The id of the tab.

Tab Type
tabType string

The type of the tab.

DeclineReasonWithoutType

Decline Reason

object

This is the type 'object'.

Using this Connector