Documentation Index
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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
Document
Envelope
Folder
Recipient
Template
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": "signer@example.com",
"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": "signer2@example.com",
"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
