Docusign

Electronic Signature and Agreement Cloud

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Docusign API Integrations

Build and run workflows using the Docusign API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview

The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docusign: {
      type: "app",
      app: "docusign",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://account.docusign.com/oauth/userinfo`,
      headers: {
        Authorization: `Bearer ${this.docusign.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Docusign API

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MySQL
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PostgreSQL
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AWS
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Schedule
Schedule
Trigger workflows on an interval or cron schedule.

Example Use Cases

  • Automated Contract Workflow: Trigger a Pipedream workflow when a new contract is added to a cloud storage platform like Dropbox. Automatically send the document for signature via DocuSign, and once signed, save the final version back to Dropbox and notify relevant parties through email or a Slack message.

  • CRM Integration for Sales: Upon closing a deal in a CRM system like Salesforce, a Pipedream workflow can be initiated to send the sales agreement through DocuSign for signature. After the document is fully signed, update the Salesforce record with the status of the agreement and attach the signed document for easy access.

  • Onboarding Process Automation: For HR teams, initiate a Pipedream workflow when a new employee is added to an HR management system like BambooHR. Send all necessary onboarding documents through DocuSign for e-signature. Once completed, store the signed documents in a secure HR folder and update the employee's records with their signed contracts.

Create Signature Request with Docusign API on New Message in Channel from Discord Bot API
Discord Bot + Docusign
 
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Create Signature Request with Docusign API on RFI Event (Instant) from Procore API
Procore + Docusign
 
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Upload File with Google Drive API on New Folder from Docusign API
Docusign + Google Drive
 
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Create Signature Request with Docusign API on New Audience from Mailchimp API
Mailchimp + Docusign
 
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Create Signature Request with Docusign API on New Message Received from Line API
Line + Docusign
 
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New Change in Envelope Status from the Docusign API

Emit new event when an envelope's status is updated

 
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New Folder from the Docusign API

Emit new event when a new folder is created

 
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Create Draft with the Docusign API

Create and send an envelope, or create a draft envelope. See the documentation here

 
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Create Signature Request with the Docusign API

Creates a signature request from a template See the docs here

 
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Authentication

Name Slug: docusign

Docusign uses OAuth authentication. When you connect your Docusign account, Pipedream will open a popup window where you can sign into Docusign and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Docusign API.

Pipedream requests the following authorization scopes when you connect your account:

signatureextendedopenid
OAuth Request Configurations:
  1. authorization
    GEThttps://account.docusign.com/oauth/auth?client_id={{oauth.client_id}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&redirect_uri={{oauth.redirect_uri}}
  2. accessToken
    POSThttps://account.docusign.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://account.docusign.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    grant_type=refresh_token&refresh_token={{oauth.refresh_token}}

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo