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Overview#
The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign_developer: {
type: "app",
app: "docusign_developer",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account-d.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign_developer.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Automated Contract Workflow: When a new contract is uploaded to a Google Drive folder, Pipedream detects the file, triggers the DocuSign API to send the contract for signature, and upon completion, saves the signed version back to Google Drive. This eliminates manual handling and speeds up contract execution.
CRM Integration for Signed Agreements: Once a document is signed in DocuSign, Pipedream updates the corresponding deal or contact in Salesforce with the status. It could also attach the signed document to the CRM record, ensuring sales teams have immediate access to the final agreements.
Document Status Notifications: Set up a Pipedream workflow that listens for status changes in DocuSign documents, such as completions or rejections. When a change is detected, Pipedream sends a real-time notification via Slack to the relevant parties, keeping everyone in the loop without manual checks.
Popular Docusign Developer Integrations#
Popular Docusign Developer Actions#
Creates a signature request from a template See the documentation
Authentication#
Name Slug: docusign_developerDocusign Developer uses OAuth authentication. When you connect your Docusign Developer account, Pipedream will open a popup window where you can sign into Docusign Developer 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 Developer API.
Pipedream requests the following authorization scopes when you connect your account:
signatureextendedopenid- authorization
GEThttps://account-d.docusign.com/oauth/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://account-d.docusign.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsongrant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://account-d.docusign.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsongrant_type=refresh_token&refresh_token={{oauth.refresh_token}}
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