Docusign Demo (Preview)

Docusign enables organizations to create, commit to and manage their agreements across the entire agreement lifecycle. Customers can accelerate revenue, reduce risk and unlock value from the agreements that run their business. The Docusign Demo connector connects only to Docusign demo environments but offers the same functionality as the production DocuSign connector. Any agreements in a Docusign demo environment are not legally binding.

This connector is available in the following products and regions:

Service	Class	Regions
Copilot Studio	Standard	All Power Automate regions except the following:      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Logic Apps	Standard	All Logic Apps regions except the following:      -   Azure China regions      -   US Department of Defense (DoD)
Power Apps	Standard	All Power Apps regions except the following:      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Power Automate	Standard	All Power Automate 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

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\f0\fs24 \cf0 # Title
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.
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Prerequisites\

To use the Connect trigger in this integration, DocuSign Connect must be enabled in your DocuSign account. It is not enabled by default. Once enabled, the Connect Settings page can be accessed from the DocuSign Admin web application. Using the Connect trigger in this integration will automatically register the webhook for you.
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Obtaining Credentials\

To try the connector, please use a DEMO account:\

• Go to https://developers.docusign.com/\
• Create Sandbox account.
  
  These are different than free trials in that they never expire, have 90% of our paid account features, and none of the documents sent through DEMO are legally binding ((https://support.docusign.com/en/articles/Free-account-vs-Developer-account).
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Connector Documentation\

For detailed documentation around the connector please refer to
https://support.docusign.com/en/guides/DocuSign-eSignature-for-Microsoft-Power-Automate\ \

Known Issues and Limitations\

For issues with DocuSign please try this link first: https://support.docusign.com/en/articles/How-Do-I-Open-a-Case-in-the-DocuSign-Support-Center.\ \

Deployment Instructions\

Please use these instructions to deploy this connector as custom connector in Microsoft Power Automate and Power Apps.}

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	250	60 seconds

Actions

Add documents to an envelope	Add documents to an envelope.
Add recipient to an envelope (V2)	Add recipient to an envelope.
Add reminders for an envelope	Add reminders for an envelope
Add tabs for a recipient on an envelope	Add tabs for a recipient on an envelope
Add verification type to a recipient	Add verification type to a recipient.
Apply a template to documents	Apply a template to documents
Bulk send envelope using template	Bulk send envelope using template
Copilot for Sales: Get email summary	This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales.
Copilot for Sales: Get key sales	This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales
Copilot for Sales: List envelopes	Copilot for Sales: List envelopes returns information on Docusign agreements such as title, documents, recipients, agreement status, sender name and URL of the agreement. The plugin can handle requests like show me all my agreements I need to sign or what is the status of the sales order contract.
Copilot: Get related activities	This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.
Copilot: Get related records	This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.
Copilot: List envelopes	This action brings back relevant Docusign envelopes based on envelope status, date range, recipient name, recipient email address, envelope title, document name, or envelope custom field value. The output is the title, description, Envelope ID, document names, sender names, envelope status, status date, date sent, and a URL of the envelope which can be used as a link to view the envelope in Docusign.
Create bulk send list	Create bulk send list
Create envelope	Create a new blank envelope.
Create envelope using composite templates	Create envelope using composite templates
Create envelope using template	Create a new envelope using a specified template.
Create envelope using template with recipients and tabs	Create envelope using template with recipients and tabs
DEPRECATED: Add recipient to an envelope	Add recipient to an envelope.
DEPRECATED: Create envelope using template	Create a new envelope using a specified template.
DEPRECATED: Create envelope using template with recipients	Create a new envelope using a specified template and specify recipients.
DEPRECATED: Get documents from envelope	Get documents from envelope
Generate Embedded Sender URL	Generate Embedded Sender URL
Generate Embedded Signing URL (V2)	Generate Embedded Signing URL (V2)
Generate Embedded Signing URL [DEPRECATED]	Generate Embedded Signing URL
Get audit event list	Get audit event list
Get custom field info from envelope	Get custom field info from envelope
Get document custom fields from envelope	Get document custom fields from envelope
Get document generation form fields from envelope	Get document generation form fields from envelope
Get document info from envelope	Get document info from envelope
Get document tabs from envelope	Get document tabs from envelope
Get document tabs from template	Get document tabs from template
Get documents from an envelope	Get documents from an envelope
Get info for recipient tab	Returns the value of the tab for the given recipient
Get recipient info from envelope	Get recipient info from envelope
Get recipient tabs from envelope	Get recipient tabs from envelope
List documents from a template	List documents from a template
List documents from an envelope	List documents from an envelope
List envelopes	This action brings back relevant Docusign envelopes based on envelope status, date range, recipient name, recipient email address, envelope title, document name, or envelope custom field value. The output is the title, description, Envelope ID, document names, sender names, envelope status, status date, date sent, and a URL of the envelope which can be used as a link to view the envelope in Docusign.
List recipients from envelope	List recipients from envelope
List templates	List templates for a specific account.
Login	Login
Remove recipient from an envelope	Remove recipient from an envelope
Resend the envelope	This action resends a Docusign envelope or sends a reminder to recipients who need to sign a Docusign agreement based on a provided EnvelopeId.
Send envelope	Send an existing envelope.
Show build Number (For reference only. Do not include in a flow for execution)	Identifier for the currently deployed build.
Start Docusign Maestro workflow	Start Docusign Maestro workflow
Update document generation form fields from envelope	Update document generation form fields from envelope
Update envelope custom field	Update value for the specified envelope custom field
Update envelope prefill tabs	Update values for a list of prefill tabs
Update recipient on an envelope	Update recipient on an envelope
Update recipient tab values on an envelope	Update recipient tab values on an envelope
Void the envelope	Void the envelope.

Add documents to an envelope

Operation ID:

AddDocumentsToEnvelope

Add documents to an envelope.

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Document Base64 *	documentBase64	True	string	Base64 of document content
Document type *	fileExtension	True	string	pdf, docx etc.
Document name *	name	True	string	document name
Transform Pdf Fields	transformPdfFields		string	False
Assign tabs to recipient	assignTabsToRecipientId		string	Recipient Id

Returns

Body

AddDocumentsResponse

Add recipient to an envelope (V2)

Operation ID:

AddRecipientToEnvelopeV2

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
Embedded recipient start URL	embeddedRecipientStartURL		string	A sender-provided URL string for redirecting an embedded recipient.
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	Signer email or SMS phone required. Exclude country code for phone number.
Signing Group	signingGroupId		string	Signing Group
Signature type	signatureType		string	DocuSign standards-based-signature (SBS) types.
Verification workflow	workflowId		string	IDV workflows with pen signature types must be selected here.
details for selected recipient type	additionalRecipientParams		dynamic	Details for selected recipient type.

Returns

Body

Signer

Add reminders for an envelope

Operation ID:

AddReminders

Add reminders for an envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Reminder Enabled	reminderEnabled	True	boolean	When set to false the reminders are disabled. Default is false
Reminder Delay	reminderDelay	True	string	Add number of days after which recipient receives reminder email.
Reminder Frequency	reminderFrequency	True	string	Add number of days between reminder emails.
Expire After	expireAfter		string	Add number of days before expiry.

Returns

Body

AddRemindersResponse

Add tabs for a recipient on an envelope

Operation ID:

AddRecipientTabs

Add tabs for a recipient on an envelope

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

Body

AddRecipientTabsResponse

Add verification type to a recipient

Operation ID:

AddVerificationToRecipient

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

Apply a template to documents

Operation ID:

ApplyTemplatesToDocuments

Apply a template to documents

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Envelope ID	envelopeId	True	string	Envelope ID
Template	templateId	True	string	Template
Preserve template recipient	preserve_template_recipient		string	False
Document ID	documentId	True	string	Document ID
Document start page	documentStartPage	True	string	Document start page
Document end page	documentEndPage	True	string	Document end page

Bulk send envelope using template

Operation ID:

BulkSend

Bulk send envelope using template

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Bulk send list GUID	bulkSendListId	True	string	Bulk send list GUID
Template ID	envelopeOrTemplateId	True	string	Enter the template ID, or choose a template from the dropdown

Returns

Body

BulkSendListGuid

Copilot for Sales: Get email summary

Operation ID:

scp-get-email-summary

This action gets additional sales insights that will be shown in C4S email summary experience inside outlook summary. The action enhances the existing skills of copilot for sales.

Parameters

Name	Key	Required	Type	Description
Record type	recordType		string	This input identifies the record type in CRM which is related to the summarized email.
Record Id	recordId		string	This input provides the unique identifier of the CRM record which is related to the summarized email.
CRM type	crmType		string	This input indicates the type of CRM in which the record related to the summarized email exists.
CRM org URL	crmOrgUrl		string	This input indicates the URL of the CRM environment in which the record related to the summarized email exists.
Comma separated email addresses	emailContacts	True	string	This input indicates a list of all relevant participant emails in the current email thread.
Top	top		integer	This input indicates the number of insights to fetch.
Skip	skip		integer	This input indicates the number of items to skip when fetching insights.

Returns

Body

EmailSummaryResponse

Copilot for Sales: Get key sales

Operation ID:

scp-get-key-sales

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales

Parameters

Name	Key	Required	Type	Description
Record type	recordType	True	string	This input identifies the record type in CRM for which key sales info is requested.
Record Id	recordId	True	string	This input provides the unique identifier of the CRM record for which key sales info is requested.
Start date	startDateTime		date-time	Enter start date-time in the format: 2017-05-02T01:44Z
Top	top		integer	This input indicates the number of sales highlights to fetch.
Skip	skip		integer	This input indicates the number of items to skip when fetching sales highlights.
CRM type	crmType		string	This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested.
CRM org URL	crmOrgUrl		string	This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested.

Returns

Body

KeySalesResponse

Copilot for Sales: List envelopes

Operation ID:

SalesCopilotListEnvelopes

Copilot for Sales: List envelopes returns information on Docusign agreements such as title, documents, recipients, agreement status, sender name and URL of the agreement. The plugin can handle requests like show me all my agreements I need to sign or what is the status of the sales order contract.

Parameters

Name	Key	Required	Type	Description
Recipient name	recipientName		string	This action lists envelopes based on recipient name
Recipient emailId	recipientEmailId		string	This action lists envelopes based on recipient email id
Envelope subject	envelopeTitle		string	This action lists envelopes based on email subject of the envelope
Custom field name	customFieldName		string	This action lists envelopes based on a name of its custom fields
Custom field value	customFieldValue		string	This action lists envelopes based on a value of its custom fields
Envelope status	envelopeStatus		string	This action lists envelopes based on status of the envelope
Folder	folder_ids		string	This action lists envelopes based on various states of the envelope
Order by	order_by		string	This action orders envelopes based on specific property
Top	top		integer	Top envelopes to be returned
Skip	skip		integer	Envelopes to be skipped
Start date	startDateTime		date-time	Enter start date-time in the format: 2017-05-02T01:44Z
End date	endDateTime		date-time	Enter end date-time in the format: 2017-05-02T01:44Z

Returns

Body

FilteredSalesCopilotEnvelopeListResponse

Copilot: Get related activities

Operation ID:

scp-get-related-activities

This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales.

Parameters

Name	Key	Required	Type	Description
Record type	recordType	True	string	This input indicates the entity or object type in CRM for which insights are requested.
Record Id	recordId	True	string	This input indicates the unique identifier of the CRM record for which insights are requested.
Start date	startDateTime		date-time	This input indicates the start date and time for insights requested.
End date	endDateTime		date-time	This input indicates the end date and time for insights requested.
Top	top		integer	This input indicates the number of insights to fetch.
Skip	skip		integer	This input indicates the number of insights to skip.
CRM type	crmType		string	This input indicates the type of CRM in which the CRM record exists, for which insights are requested.
CRM org URL	crmOrgUrl		string	This input indicates the URL of the CRM environment in which the CRM record exists, for which insights are requested.

Returns

Body

ActivityListResponseEnvelope

Copilot: Get related records

Operation ID:

scp-get-related-records

This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.

Parameters

Name	Key	Required	Type	Description
Record type	recordType	True	string	This input identifies the record type in CRM for which related records are requested.
Record Id	recordId	True	string	This input provides the unique identifier of the CRM record for which related records are requested.
Start date	startDateTime		date-time	Enter start date-time in the format: 2017-05-02T01:44Z
Top	top		integer	This input indicates the number of related records to fetch.
Skip	skip		integer	This input indicates the number of records to skip when fetching related records.
CRM type	crmType		string	This input indicates the type of CRM the related records are fetched from.
CRM org URL	crmOrgUrl		string	This input indicates the URL of the CRM environment the related records are fetched from.

Returns

Body

DocumentRecordListResponseEnvelope

Copilot: List envelopes

Operation ID:

ListEnvelopes

This action brings back relevant Docusign envelopes based on envelope status, date range, recipient name, recipient email address, envelope title, document name, or envelope custom field value. The output is the title, description, Envelope ID, document names, sender names, envelope status, status date, date sent, and a URL of the envelope which can be used as a link to view the envelope in Docusign.

Parameters

Name	Key	Required	Type	Description
Recipient name	recipientName		string	This action lists envelopes based on recipient name
Recipient emailId	recipientEmailId		string	This action lists envelopes based on recipient email id
Envelope subject	envelopeTitle		string	This action lists envelopes based on email subject of the envelope
Custom field name	customFieldName		string	This action lists envelopes based on a name of its custom fields
Custom field value	customFieldValue		string	This action lists envelopes based on a value of its custom fields
Envelope status	envelopeStatus		string	This action lists envelopes based on status of the envelope
Folder	folder_ids		string	This action lists envelopes based on various states of the envelope
Order by	order_by		string	This action orders envelopes based on specific property
Top	top		integer	Top envelopes to be returned
Skip	skip		integer	Envelopes to be skipped
Start date	from_date		date-time	Enter '' when no value is provided by user. Enter start date-time in the pattern or format: 2017-05-02T01:44Z.
End date	to_date		date-time	Enter '' when no value is provided by user. Enter end date-time in the pattern or format: 2017-05-02T01:44Z.

Returns

Body

FilteredEnvelopeListResponse

Create bulk send list

Operation ID:

CreateBulkSendList

Create bulk send list

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Bulk send list name	name	True	string	Bulk send list name
CSV File	csv		string	Upload CSV File

Returns

Body

BulkSendListGuid

Create envelope

Operation ID:

CreateBlankEnvelope

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

Body

CreateEnvelopeResponse

Create envelope using composite templates

Operation ID:

CompositeTemplates

Create envelope using composite templates

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.
Envelope status	status	True	string	Envelope status
body	body		dynamic

Returns

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.

Create envelope using template

Operation ID:

CreateEnvelopeFromTemplateNoRecipients

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

Returns

Body

CreateEnvelopeResponse

Create envelope using template with recipients and tabs

Operation ID:

SendEnvelopeWithRecipientFields

Create envelope using template with recipients and tabs

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Template	templateId	True	string	Template ID
Recipients	recipients		dynamic	The signers of the document.
Email subject	emailSubject		string	Email subject

Returns

Body

CreateEnvelopeResponse

DEPRECATED: Add recipient to an envelope

Operation ID:

AddRecipientToEnvelope

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

Body

ListRecipientsResponse

DEPRECATED: Create envelope using template

Operation ID:

CreateEnvelopeFromTemplate

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

Body

CreateEnvelopeResponse

DEPRECATED: Create envelope using template with recipients

Operation ID:

SendEnvelope

Create a new envelope using a specified template and specify recipients.

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope status	status	True	string	Envelope status
Template	templateId	True	string	Template id
Signers	signers		dynamic	The signers of the document.
Email subject	emailSubject		string	Email subject
Email body	emailBody		string	Email body

Returns

Body

CreateEnvelopeResponse

DEPRECATED: Get documents from envelope

Operation ID:

GetDocuments

Get documents from envelope

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

response

GetDocumentsResponse

Generate Embedded Sender URL

Operation ID:

GenerateEmbeddedSenderURL

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

Body

EmbeddedSenderResponse

Generate Embedded Signing URL (V2)

Operation ID:

GenerateEmbeddedSigningURLV2

Generate Embedded Signing URL (V2)

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Envelope	envelopeId	True	string	Envelope ID
Is this an in-person signer?	isInPersonSigner	True	string	Yes/No
Authentication Method	authenticationMethod	True	string	Authentication Method
Return URL	returnUrl	True	string	Return URL
Additional added URL	additionalURL	True	dynamic	Additional added URL.

Returns

Body

EmbeddedSigningResponse

Generate Embedded Signing URL [DEPRECATED]

Operation ID:

GenerateEmbeddedSigningURL

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	Signer Name
Signer Email	signerEmail	True	string	Signer Email
Client User ID	clientUserId		string	Required unless the signer is in-person. Leave blank for in-person signers
Authentication Method	authenticationMethod	True	string	Authentication Method
Return URL	returnUrl	True	string	Return URL
Additional added URL	additionalURL		dynamic	Additional added URL.

Returns

Body

EmbeddedSigningResponse

Get audit event list

Operation ID:

GetAuditEvents

Get audit event list

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id

Returns

response

object

Get custom field info from envelope

Operation ID:

GetEnvelopeCustomField

Get custom field info from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Custom Field Name	fieldName	True	string	Custom Field Name

Returns

Body

EnvelopeCustomFieldResponse

Get document custom fields from envelope

Operation ID:

GetEnvelopeDocumentFields

Get document custom fields from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Document id	documentId	True	string	Document id

Returns

Body

ListEnvelopeDocumentFieldsResponse

Get document generation form fields from envelope

Operation ID:

GetDocgenFormFields

Get document generation form fields from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id

Returns

Body

DocGenFormFieldsResponse

Get document info from envelope

Operation ID:

GetEnvelopeDocumentInfo

Get document info from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Document name	documentName	True	string	File name with extension

Returns

Body

EnvelopeDocument

Get document tabs from envelope

Operation ID:

GetEnvelopeDocumentTabs

Get document tabs from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Document id	documentId	True	string	Document id

Returns

Body

ListTabsResponse

Get document tabs from template

Operation ID:

GetTemplateDocumentTabs

Get document tabs from template

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Template	templateId	True	string	Template id
Document id	documentId	True	string	Document id

Returns

Body

ListTabsResponse

Get documents from an envelope

Operation ID:

GetDocumentsV2

Get documents from an envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Output format	documentId	True	string	Provide specific document Id or use an output format from the dropdown

Returns

response

GetDocumentsResponse

Get info for recipient tab

Operation ID:

GetTabInfo

Returns the value of the tab for the given 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
Tab label	tabLabel	True	string	Tab label

Returns

Body

Tab

Get recipient info from envelope

Operation ID:

GetRecipientFields

Get recipient info from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Recipient Email	recipientEmail		string	Recipient email
Area Code	areaCode		string	Area code of the recipient
Phone Number	phoneNumber		string	Phone number of the recipient
Recipient Id	recipientId		string	Recipinet Id

Returns

Body

Signer

Get recipient tabs from envelope

Operation ID:

GetEnvelopeRecipientTabs

Get recipient tabs from envelope

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

Returns

Body

RecipientTabsResponse

List documents from a template

Operation ID:

ListTemplateDocuments

List documents from a template

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Template	templateId	True	string	Template id

Returns

Body

ListTemplateDocumentsResponse

List documents from an envelope

Operation ID:

ListEnvelopeDocuments

List documents from an envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id

Returns

Body

ListDocumentsResponse

List envelopes

Operation ID:

SearchListEnvelopes

This action brings back relevant Docusign envelopes based on envelope status, date range, recipient name, recipient email address, envelope title, document name, or envelope custom field value. The output is the title, description, Envelope ID, document names, sender names, envelope status, status date, date sent, and a URL of the envelope which can be used as a link to view the envelope in Docusign.

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Recipient name	recipientName		string	This action lists envelopes based on recipient name
Recipient email	recipientEmailId		string	Filters envelopes by recipient email
Envelope subject	envelopeTitle		string	Filters envelopes by envelope subject
Custom field name	customFieldName		string	This action lists envelopes based on a name of its custom fields
Custom field value	customFieldValue		string	Filters by custom field value
Envelope status	envelopeStatus		string	This action lists envelopes based on status of the envelope
Folder	folder_ids		string	Filters envelopes by the selected folder
Order by	order_by		string	Sorts envelopes in the selected order
Return envelopes	top		integer	Specify the number of envelopes to return (default is 10; maximum is 1,000)
Skip envelopes	skip		integer	Specify the number of envelopes to skip from the start
Start date	from_date		date-time	Enter start date-time in UTC format: 2017-05-02T01:44z
End date	to_date		date-time	Enter end date-time in UTC format: 2017-05-02T01:44z.

Returns

Body

FilteredEnvelopeListResponse

List recipients from envelope

Operation ID:

GetRecipientStatus

List recipients from 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

Body

ListRecipientsResponse

List templates

Operation ID:

GetEnvelopeTemplates

List templates for a specific account.

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id

Returns

Body

ListTemplatesResponse

Login

Operation ID:

GetLoginAccounts

Login

Returns

Body

GetLoginAccountsResponse

Remove recipient from an envelope

Operation ID:

RemoveRecipientFromEnvelope

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

Body

ListRecipientsResponse

Resend the envelope

Operation ID:

ResendEnvelope

This action resends a Docusign envelope or sends a reminder to recipients who need to sign a Docusign agreement based on a provided EnvelopeId.

Parameters

Name	Key	Required	Type	Description
Envelope	envelopeId	True	string	Envelope id

Returns

response

object

Send envelope

Operation ID:

SendDraftEnvelope

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

Show build Number (For reference only. Do not include in a flow for execution)

Operation ID:

BuildNumber

Identifier for the currently deployed build.

Parameters

Name	Key	Required	Type	Description
Build Number	buildNumber		dynamic

Returns

response

object

Start Docusign Maestro workflow

Operation ID:

TriggerMaestroFlow

Start Docusign Maestro workflow

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
workflow	workflowId	True	string	Enter the workflow ID or select the workflow name from the dropdown
instance Name	instanceName	True	string	Name of the Maestro workflow instance
variable	variable		dynamic

Returns

TriggerMaestroFlowResponse

response

object

Update document generation form fields from envelope

Operation ID:

UpdateDocgenFormFields

Update document generation form fields from envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account ID
Envelope	envelopeId	True	string	Envelope ID
Document GUID	documentGuid	True	string	Document GUID
Type	fieldType		string	Choose the type of document generation field to update
Name	name		string	Enter the field name or table column name
Value	value		string	Enter the field data
: Table Name	tableName		string	Required for 'Table Row'. Enter the table name.
: Table Row	rowNumber		string	Required for 'Table Row'. Enter the row number

Update envelope custom field

Operation ID:

UpdateEnvelopeCustomField

Update value for the specified envelope custom field

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Field ID	fieldId	True	string	Custom Field ID
Field Type	fieldType	True	string	Custom Field Type
Name	name	True	string	Custom Field Name
Value	value	True	string	Custom Field Value

Returns

Body

UpdateEnvelopeCustomFieldResponse

Update envelope prefill tabs

Operation ID:

UpdateEnvelopePrefillTabs

Update values for a list of prefill tabs

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Document id	documentId	True	string	Document id
Type	tabType		string	Type
Id	tabId		string	Id
Value	value		string	Value

Update recipient on an envelope

Operation ID:

UpdateEnvelopeRecipient

Update recipient on an envelope

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
Signature type	signatureType		string	DocuSign standards-based-signature (SBS) types.
Recipient type	recipientType	True	string	Recipient type
Client User ID	clientUserId		string	Client user ID for embedded signer
Embedded recipient start URL	embeddedRecipientStartURL		string	A sender-provided URL string for redirecting an embedded recipient.
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	Signer email or SMS phone required. Exclude country code for phone number.
Signing Group	signingGroupId		string	Signing Group
details for selected recipient type	additionalRecipientParams		dynamic	Details for selected recipient type.

Returns

Body

Signer

Update recipient tab values on an envelope

Operation ID:

UpdateRecipientTabsValues

Update recipient tab values on an envelope

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Recipient	recipientId	True	string	Recipient id
Type	tabType		string	Tab type
Id	tabId		string	Id
Value	value		string	Value

Void the envelope

Operation ID:

VoidEnvelope

Void the envelope.

Parameters

Name	Key	Required	Type	Description
Account	accountId	True	string	Account id
Envelope	envelopeId	True	string	Envelope id
Void reason	voidedReason	True	string	Voided reason

Returns

response

object

Triggers

DEPRECATED: When an envelope status changes (Connect)	Triggers a new flow when an envelope status changes.
DEPRECATED: When an envelope status changes (Connect) (V2)	Triggers a new flow when an envelope status changes.
When an envelope status changes (Connect) (V3)	Triggers a new flow when an envelope status changes.

DEPRECATED: When an envelope status changes (Connect)

Operation ID:

CreateHookEnvelope

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

Body

WebhookEnvelopeResponse

DEPRECATED: When an envelope status changes (Connect) (V2)

Operation ID:

CreateHookEnvelopeV2

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

Body

WebhookEnvelopeResponseV2

When an envelope status changes (Connect) (V3)

Operation ID:

CreateHookEnvelopeV3

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

Body

WebhookEnvelopeResponseV2

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

AddRemindersResponse

Name	Path	Type	Description
Reminder enabled	reminderEnabled	string	Reminder enabled

FilteredEnvelopes

Name	Path	Type	Description
Title	title	string	Title of the envelope
Description	description	string	Description of the envelope activity
Envelope ID	envelopeId	string	Envelope ID
Documents	documents	string	List of document names
Recipient Names	recipients	string	List of recipient names
Sender Name	sender	string	Sender name
Status	status	string	Status of the envelope
Status Date	statusDate	string	Last status update of the activity
Date Sent	dateSent	date-time	Envelope sent date
URL	url	string	URL of the envelope

SalesCopilotFilteredEnvelopes

Name	Path	Type	Description
Title	title	string	Title of the envelope
SubTitle	subTitle	string	SubTitle of the envelope
URL	url	string	URL of the envelope
Additional Properties	additionalPropertiesForSalesEnvelope.additionalPropertiesForSalesEnvelope	string	Additional Properties

Activity

Name	Path	Type	Description
Title	title	string	This output indicates the title of the activity in the citation card.
Description	description	string	This output indicates the description of the insight.
DateTime	dateTime	date-time	This output indicates the time associated with the insight.
URL	url	string	This output indicates the URL to open insight.
Additional Properties	additionalProperties.additionalProperties	string	Additional properties of the activity

EmailSummary

Name	Path	Type	Description
Title	Title	string	This output indicates the title of the partner section and should include only the partner's name.
description	Description	string	This output indicates the text you would like to be included in the email summary.

KeySales

Name	Path	Type	Description
Title	Title	string	This output indicates the title of citation card for the insight.
description	description	string	This output indicates the text of the insight to be included in key sales info.
Url of the envelope	url	string	This output indicates the URL to learn more about the insight.
Time associated with the insight	dateTime	string	This output indicates the time associated with the insight.
Additional Properties	additionalProperties.additionalProperties	string	This output indicates additional properties as name-value pairs of each related insight returned by the action.

DocumentRecord

Name	Path	Type	Description
Record Id	recordId	string	This output uniquely identifies each related record returned by the action.
Record type display name	recordTypeDisplayName	string	This output indicates the display name of record type of each related record returned by the action.
Record type display name in plural	recordTypePluralDisplayName	string	This output indicates the plural display name of the record type of each related record returned by the action.
Record type	recordType	string	This output indicates the type of each related record returned by the action.
Record title	recordTitle	string	This output indicates the title of each related record returned by the action.
Url of the envelope	url	string	This output indicates the URL of each related record returned by the action.
Additional Properties	additionalProperties.additionalProperties	string	This output indicates additional properties as name-value pairs of each related record returned by the action.

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.

FilteredEnvelopeListResponse

Name	Path	Type	Description
Filtered Envelopes	value	array of FilteredEnvelopes	Filtered envelopes
More Envelope Results	hasMoreResults	boolean	Shows if envelopes exceed the specified number in the Return envelopes field

FilteredSalesCopilotEnvelopeListResponse

Name	Path	Type	Description
Filtered Envelopes	value	array of SalesCopilotFilteredEnvelopes	Filtered envelopes
hasMoreResults	hasMoreResults	boolean

ActivityListResponseEnvelope

Name	Path	Type	Description
Related activities	value	array of Activity	Related activies
hasMoreResults	hasMoreResults	boolean

EmailSummaryResponse

Name	Path	Type	Description
Email summary	value	array of EmailSummary	Key Sales
hasMoreResults	hasMoreResults	boolean

KeySalesResponse

Name	Path	Type	Description
Key sales`	value	array of KeySales	Key Sales
hasMoreResults	hasMoreResults	boolean

DocumentRecordListResponseEnvelope

Name	Path	Type	Description
Related records	value	array of DocumentRecord	Related records
hasMoreResults	hasMoreResults	boolean

CreateEnvelopeResponse

Name	Path	Type	Description
Envelope Id	envelopeId	string	The id of the envelope.
Template Id	templateId	string	The id of the template.
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

Tab

Name	Path	Type	Description
Tab Name	name	string	The name of the tab.
Tab Type	tabType	string	The type of the tab.
Tab Label	tabLabel	string	The label of the tab.
Tab Value	value	string	The value of the tab.
Tab Id	tabId	string	The id of the tab.
Document Id	documentId	string	The id of the document.
Recipient Id	recipientId	string	The id of the recipient.
Is Prefill	prefill	boolean	Indicates whether the tab is of prefill type.
Selected	selected	string	If tabs is checkbox, indicates whether the tab is selected.

RecipientTabsResponse

Name	Path	Type	Description
Recipient Tab:	recipientTabs	array of Tab	Recipient tab

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.
Recipient Guid	recipientIdGuid	string	The recipient Guid.

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.

ListTabsResponse

Name	Path	Type	Description
Tabs	tabs	array of Tab	Tabs

ListEnvelopeDocumentFieldsResponse

Name	Path	Type	Description
Custom Field	envelopeDocumentFields	array of EnvelopeDocumentField	Document Custom Fields

DocGenFormFieldsResponse

Name	Path	Type	Description
Docgen Fields	docgenFields	array of DocGenFormField	Docgen Fields

DocGenFormField

Name	Path	Type	Description
Document Id	documentId	string	Document Id.
Label	label	string	Label.
Type	type	string	Type.
Name	name	string	Name.
Value	value	string	Value.

ListTemplatesResponse

Name	Path	Type	Description
Envelope templates	envelopeTemplates	array of EnvelopeTemplate	The available envelope templates.

EnvelopeTemplate

Name	Path	Type	Description
Template Id	templateId	string	The id of the template.
Name	name	string	The name of the template.

BulkSendListGuid

Name	Path	Type	Description
Bulk Send List guid	listId	string	Bulk send list guid

EnvelopeCustomFieldResponse

Name	Path	Type	Description
Field ID	fieldId	string	The id of the envelope custom field.
Field Type	fieldType	string	The type of the envelope custom field.
Name	name	string	The name of the envelope custom field.
Value	value	string	The value of the envelope custom field.

UpdateEnvelopeCustomFieldResponse

Name	Path	Type	Description
Field ID	fieldId	string	The id of the envelope custom field.
Field Type	fieldType	string	The type of the envelope custom field.
Name	name	string	The name of the envelope custom field.
Value	value	string	The value of the envelope custom field.

ListDocumentsResponse

Name	Path	Type	Description
Envelope documents	envelopeDocuments	array of EnvelopeDocument	The documents attached to the envelope.

ListTemplateDocumentsResponse

Name	Path	Type	Description
Template documents	templateDocuments	array of EnvelopeDocument	Documents attached to a template.

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
Name	name	string	The name of the document.
Document Id	documentId	string	The id of the document.
Document Guid	documentIdGuid	string	The guid 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.

EnvelopeDocumentField

Name	Path	Type	Description
Name	name	string	The name of the custom field.
Value	value	string	The value of the custom field.

DeclineReasonWithoutType

Decline Reason

object

This is the type 'object'.

Using this Connector

• Streamline document signing and on-boarding processes