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Create Signature Request with Docusign API

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Create Signature Request with the Docusign API
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Trusted by 250,000+ developers from startups to Fortune 500 companies

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Getting Started

Create a workflow to Create Signature Request with the Docusign API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Signature Request action
    1. Connect your Docusign account
    2. Select a Account
    3. Select a Template
    4. Configure Email Subject
    5. Optional- Configure Email Blurb
    6. Configure Recipient Email
    7. Configure Recipient Name
    8. Select a Recipient Role
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Details

This is a pre-built, open source component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Signature Request on Docusign
Description:Creates a signature request from a template
Version:0.0.1
Key:docusign-create-signature-request

Code

const docusign = require("../../docusign.app.js");

module.exports = {
  key: "docusign-create-signature-request",
  name: "Create Signature Request",
  description: "Creates a signature request from a template",
  version: "0.0.1",
  type: "action",
  props: {
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    template: {
      propDefinition: [
        docusign,
        "template",
        (c) => ({
          account: c.account,
        }),
      ],
    },
    emailSubject: {
      propDefinition: [
        docusign,
        "emailSubject",
      ],
    },
    emailBlurb: {
      propDefinition: [
        docusign,
        "emailBlurb",
      ],
    },
    recipientEmail: {
      propDefinition: [
        docusign,
        "recipientEmail",
      ],
    },
    recipientName: {
      propDefinition: [
        docusign,
        "recipientName",
      ],
    },
    role: {
      propDefinition: [
        docusign,
        "role",
        (c) => ({
          account: c.account,
          template: c.template,
        }),
      ],
    },
  },
  async run() {
    const baseUri = await this.docusign.getBaseUri(this.account);
    const data = {
      status: "sent",
      templateId: this.template,
      templateRoles: [
        {
          roleName: this.role,
          name: this.recipientName,
          email: this.recipientEmail,
        },
      ],
      emailSubject: this.emailSubject,
    };
    if (this.emailBlurb) data.emailBlurb = this.emailBlurb;
    try {
      return await this.docusign.createEnvelope(baseUri, data);
    } catch (err) {
      throw new Error(err.message);
    }
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
DocusigndocusignappThis component uses the Docusign app.
AccountaccountstringSelect a value from the drop down menu.
TemplatetemplatestringSelect a value from the drop down menu.
Email SubjectemailSubjectstring

Subject line of email

Email BlurbemailBlurbstring

Email message to recipient. Overrides template setting.

Recipient EmailrecipientEmailstring

Email address of signature request recipient

Recipient NamerecipientNamestring

The full name of the recipient

Recipient RolerolestringSelect a value from the drop down menu.

Authentication

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

About Docusign

Electronic Signature and Agreement Cloud

About Pipedream

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