DocuSign

DocuSign (opens new window) is a secure eSignature solution that provides electronic signature technology and digital transaction management services that enable businesses to create fully digital workflows.

API version

The DocuSign connector uses the DocuSign eSignature REST API (opens new window).

Supported editions and versions

The DocuSign connector works with all DocuSign plans:

• Personal
• Standard
• Business Pro

How to connect to DocuSign on Workato

The DocuSign connector uses OAuth2.0. This requires you to authorize Workato on DocuSign to give Workato access to your DocuSign instance.

Field	Description
Connection name	Give this connection a name that identifies which DocuSign user and instance it is connected to.
Demo	Indicate if this is a demo DocuSign account.
Account ID	Optional. By default, this connection selects your first DocuSign account tagged to the user. Use this field to specify a specific DocuSign account when you have multiple. You can find the specific account's ID by navigating to Settings > Apps and Keys > API Account ID.

Roles and permissions required to connect

DocuSign users who can sign in to DocuSign can connect to DocuSign from Workato. The user has the same permissions (opens new window) on Workato as in DocuSign. This means they have the same capabilities to view, manage, and send envelopes per their respective permissions on the DocuSign platform.

Use generic create, update, and search actions

When configuring the Create/send document for signing action, ensure the File URL is in a downloadable format. For example, if you're linking to a Google Drive document, you must follow https://drive.google.com/uc?export=download&id=FILE_ID and replace FILE_ID.

Events in DocuSign

The DocuSign connector has multiple triggers:

• New recipient event
• New document event
• New document received

New Recipient event

This is based on the Recipient Connect feature in DocuSign that allows you to listen on events where someone in your organization is a receiver of a DocuSign email. This allows you to relay these events to channels such as business messaging tools to notify the intended recipient further or log this event in your ERP system. To set up this trigger, you must claim the domain in DocuSign. Follow the DocuSign guide (opens new window).

New Document event

This trigger allows you to listen on events where someone in your organization is a sender of a DocuSign email. This allows you to track the full lifecycle of a contract signing from draft to completion and sync that over to systems like your CRM.

New Document received

This trigger is similar to the New Recipient event trigger except that it's scoped to a single mailbox for the authenticated user in DocuSign. This could be useful in scenarios where you want to focus on a specific mailbox.