Docusign - New recipient event trigger
The New recipient event trigger 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. Use this trigger 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. Refer to the Docusign guide for more information.
Input
Select the events that you want to be notified about. If none are selected, the default value is All.
| Input field | Description |
|---|---|
| Recipient events | Select the recipient events that trigger the recipe. |
| Recipient sent (Recipient events) | Sent when an email notification is sent to the recipient saying that it's their turn to sign an envelope. |
| Recipient auto responded (Recipient events) | Sent when Docusign receives a notification that an email delivery has failed. For example, because the email address is invalid, or the recipient has configured an automatic response. |
| Recipient delivered (Recipient events) | Sent when the recipient has viewed the documents in an envelope on the Docusign website. |
| Recipient completed (Recipient events) | Sent when the recipient has completed the required action, such as signing the envelope. |
| Recipient declined (Recipient events) | Sent when the recipient declines to sign the envelope. |
| Recipient authentication error (Recipient events) | Sent when the recipient fails an authentication check. If the recipient has multiple attempts to pass a check, the event is sent when the final attempt has failed. |
| Recipient resent (Recipient events) | Sent when an envelope is resent to a recipient through the web application or via an API call. |
| Recipient delegate (Recipient events) | Sent when a recipient assigns another user to sign envelopes on their behalf, ensuring document completion even when the original signer is unavailable. |
| Recipient reassign (Recipient events) | Sent when a recipient delegates signing responsibility to another person, provided the sender has enabled this feature. |
| Recipient finish later (Recipient events) | Sent when a recipient exits the signing process, saving their progress and any entered information to complete later using the link in the original email. |
| Set trigger conditions | Define additional rules for trigger events to run a recipe. To learn more, see Trigger conditions. |
For more details, see Webhook event triggers.
Output
| Output field | Description |
|---|---|
| Event | The event. For example, Recipient sent, Recipient auto responded, Recipient delivered, Recipient completed, and more. For a complete list, see the input fields described earlier. |
| Api version | The specific version of the eSignature REST API that your application is using. |
| URI | The URI of the recipient. |
| Retry count | Indicates how many times Docusign has attempted to deliver a connect event to the listener after an initial failure, combining instances of failure into a single count. |
| Configuration ID | A unique identifier assigned to a specific identity verification configuration. This ID helps administrators define and manage different methods for verifying signers' identities. |
| Generated date time | The date and time the event was generated. |
| Data | The IDs of the account, user, envelope, and recipient. |
ADDITIONAL OUTPUT FIELDS
This trigger provides a data tree with attributes and values for the specified object. Additional fields depend on the properties you select.
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