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Docusign ACTION

Create Envelope

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use Create Envelope From File. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Docusign account once, then configure and run Create Envelope from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "docusign-create-envelope",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    docusign: { authProvisionId: "apn_xxxxxxx" },
    account: "Account",
    envelopeDefinitionJson: "Envelope Definition JSON",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Envelope inputs
Property Type Description
account Account string
Your DocuSign account. Leave blank to automatically use your default account, or provide an Account ID (you can use List Accounts to retrieve available accounts).
Optional Dynamic
envelopeDefinitionJson Envelope Definition JSON string
A full DocuSign envelope definition JSON object. Example: {"emailSubject":"Please sign","status":"sent","documents":[...],"recipients":{"signers":[...]}}.
Required
status Status Override string
Optional envelope status override. Use created to save as a draft or sent to send immediately.
Optional
mergeRolesOnDraft Merge Roles On Draft boolean
When creating a draft from multiple templates, merge template roles and remove empty recipients.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
docusign-create-envelope
Version
0.0.3
App
Docusign
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes