DocuSign allows businesses to prepare and manage agreements with customers and employees using electronic signatures.
When using the DocuSign connector, the first thing you will have to do is click on 'New Authentication' in the step editor:
On the next screen, you can select whether this is a production or sandbox account, and give the authentication a name. You must tick the box confirming that you grant full read and write access in your account, and then click 'Add authentication':
A pop-window will then open where you can log in to your DocuSign account:
If your details are correct, the window will close and the authentication will be created.
Get a list of all the folders in your account.
Apply envelope document templates
Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.
Apply envelope templates
Applies templates to the specified envelope.
Create an envelope in your DocuSign account.
Create envelope custom fields
Creates the envelope custom fields for draft and in-process envelopes.
Create envelope from template
Create an envelope from a template in your DocuSign account.
Delete envelope custom fields
Deletes the envelope custom fields for draft and in-process envelopes.
Delete envelope template
Deletes the specified template from a document in an existing envelope.
Download envelope document
Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.
Get account details
Lookup details about a DocuSign account.
Get envelope by ID
Find an envelope by ID.
Get a template for the specified account
Get user info
Get details about the user you've connected to tray.
Get a list of the accounts attached to a user's account.
List accounts domains DDL
List envelope custom fields
Retrieves the custom field information for the specified envelope.
List envelope documents
Get a list of documents in an envelope.
List envelope templates
Get a list of envelope templates
List envelope templates by document
Get a list of envelope templates associated with a document in the specified envelope.
Get a list of envelopes.
Get a list of templates for the specified account
Raw HTTP request (advanced)
Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.
Update envelope custom fields
Updates the envelope custom fields for draft and in-process envelopes.