DocuSign

Create, send, and track e-signature envelopes in DocuSign

Overview

Create, send, and track e-signature envelopes in DocuSign. Call actions with automationType, action, and params from any workflow node that supports automations.

Authentication

• DocuSign OAuth 2.0 (JWT or Authorization Code grant).

Available Actions

Click any action to jump to its example payload.

Account

• Get Account

Document

• Add Documents
• Download Document
• List Envelope Documents

Envelope

• Create Envelope
• Create Sender View
• Get Envelope
• Get Envelope Form Data
• List Envelopes
• Send Envelope
• Update Envelope
• Void Envelope

Folder

• List Folder Envelopes
• List Folders

Recipient

• Add Recipients
• Create Recipient View

Template

• Get Template
• List Templates

Examples

Example 1: DocuSign: Get Service Info

Retrieves available REST API versions. No account ID required.

{
  "automationType": "docusign",
  "nodeId": "docusign-service-info-001",
  "nodeParams": {
    "action": "get_service_info",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN"
    }
  }
}

---

Example 2: DocuSign: Get Account

Retrieves account information for the specified account

{
  "automationType": "docusign",
  "nodeId": "docusign-account-001",
  "nodeParams": {
    "action": "get_account",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "include_account_settings": "true"
    }
  }
}

---

Example 3: DocuSign: Create Envelope

Creates a new envelope (draft or sent)

{
  "automationType": "docusign",
  "nodeId": "docusign-create-envelope-001",
  "nodeParams": {
    "action": "create_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "body": {
        "emailSubject": "Please sign this document",
        "documents": [
          {
            "documentBase64": "BASE64_ENCODED_DOCUMENT",
            "name": "contract.pdf",
            "fileExtension": "pdf",
            "documentId": "1"
          }
        ],
        "recipients": {
          "signers": [
            {
              "email": "[e-mail]",
              "name": "Signer Name",
              "recipientId": "1"
            }
          ]
        },
        "status": "created"
      }
    }
  }
}

---

Example 4: DocuSign: Get Envelope

Gets the status of an envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-get-envelope-001",
  "nodeParams": {
    "action": "get_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE"
    }
  }
}

---

Example 5: DocuSign: List Envelopes

Gets status changes for one or more envelopes

{
  "automationType": "docusign",
  "nodeId": "docusign-list-envelopes-001",
  "nodeParams": {
    "action": "list_envelopes",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "count": 20,
      "from_date": "2025-01-01T00:00:00Z",
      "status": "sent",
      "order_by": "created",
      "order": "desc"
    }
  }
}

---

Example 6: DocuSign: Send Envelope

Sends a draft envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-send-envelope-001",
  "nodeParams": {
    "action": "send_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "status": "sent"
      }
    }
  }
}

---

Example 7: DocuSign: Void Envelope

Voids an envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-void-envelope-001",
  "nodeParams": {
    "action": "void_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "status": "voided",
        "voidedReason": "Envelope voided by request"
      }
    }
  }
}

---

Example 8: DocuSign: List Folders

Returns a list of folders

{
  "automationType": "docusign",
  "nodeId": "docusign-list-folders-001",
  "nodeParams": {
    "action": "list_folders",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "include": "templates"
    }
  }
}

---

Example 9: DocuSign: List Folder Envelopes

Returns envelopes from a folder

{
  "automationType": "docusign",
  "nodeId": "docusign-list-folder-envelopes-001",
  "nodeParams": {
    "action": "list_folder_envelopes",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "folderId": "FOLDER_ID_HERE",
      "count": 20,
      "include": "sentdate"
    }
  }
}

---

Example 10: DocuSign: List Templates

Gets the list of templates for an account

{
  "automationType": "docusign",
  "nodeId": "docusign-list-templates-001",
  "nodeParams": {
    "action": "list_templates",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "include": "documents"
    }
  }
}

---

Example 11: DocuSign: List Envelope Documents

Lists documents in an envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-list-docs-001",
  "nodeParams": {
    "action": "list_envelope_documents",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE"
    }
  }
}

---

Example 12: DocuSign: List Recipients

Gets recipient status for an envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-list-recipients-001",
  "nodeParams": {
    "action": "list_recipients",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE"
    }
  }
}

---

Example 13: DocuSign: Create Recipient View

Returns embedded signing URL for a recipient

{
  "automationType": "docusign",
  "nodeId": "docusign-recipient-view-001",
  "nodeParams": {
    "action": "create_recipient_view",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "recipientId": "1",
      "returnUrl": "https://yourapp.com/signing-complete",
      "clientUserId": "user-123"
    }
  }
}

---

Example 14: DocuSign: Get Template

Gets a template by ID

{
  "automationType": "docusign",
  "nodeId": "docusign-get-template-001",
  "nodeParams": {
    "action": "get_template",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "templateId": "TEMPLATE_ID_HERE"
    }
  }
}

---

Example 15: DocuSign: Create Sender View

Returns URL to preview envelope in DocuSign UI

{
  "automationType": "docusign",
  "nodeId": "docusign-sender-view-001",
  "nodeParams": {
    "action": "create_sender_view",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "returnUrl": "https://yourapp.com/preview-done"
    }
  }
}

---

Example 16: DocuSign: Add Recipients

Adds recipients to a draft envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-add-recipients-001",
  "nodeParams": {
    "action": "add_recipients",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "signers": [
          {
            "email": "[e-mail]",
            "name": "Second Signer",
            "recipientId": "2"
          }
        ]
      }
    }
  }
}

---

Example 17: DocuSign: Add Documents

Adds documents to a draft envelope

{
  "automationType": "docusign",
  "nodeId": "docusign-add-docs-001",
  "nodeParams": {
    "action": "add_documents",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "documents": [
          {
            "documentBase64": "BASE64",
            "name": "extra.pdf",
            "fileExtension": "pdf",
            "documentId": "2"
          }
        ]
      }
    }
  }
}

Third-Party Documentation

• https://developers.docusign.com/docs/esign-rest-api/