Docusign

Events

• Document Completed

  Start FLO when a document is complete

• Document Declined

  Start FLO when a document is declined

• Document Sent

  Start FLO when a document is delivered

• Document Signed

  This card event will start the Flow when a document has been signed by a recipient.

  Options

  • Accounts (dropdown list): List of accounts inside of Docusign. Please choose an Account that contain the watched document.

  Input Fields

  There are no input field for this card.

  Output Fields

  • Document
    • Document ID (text) - Unique envelope identication number. This may be extracted from the envelop URL.
    • Status (text) - Indicates the envelope status. Valid values are:
      • completed - The envelope has been completed and all tags have been signed.
      • created - The envelope is created as a draft. It can be modified and sent later.
      • declined - The envelope has been declined by the recipients.
      • delivered - The envelope has been delivered to the recipients.
      • sent - The envelope is sent to the recipients.
      • signed - The envelope has been signed by the recipients.
      • voided - The envelope is no longer valid and recipients cannot access or sign the envelope.
    • Status Message (list of text) - The history of the status.
    • Author (text) - The creator of this envelope
    • Name/Email Subject (text) - The Subject of the email.
    • Email Body (text) - The Body of the email.
    • Files (list of text) The attached files to be signed
    • Templates (list of text) - The template for this envelope.
    • Date Created (text) - The envelope creation date/time. For Example : 2016-10-05T01:04:58.1830000Z.
    • Date Modified (text)- The envelope last modified date/time. For Example : 2016-10-05T01:04:58.1830000Z.
    • Date Status Changed (text) - The time when the status was changed. The envelope creation date. For Example : 2016-10-05T01:04:58.1830000Z.
    • Allow Print and Sign (true/false)- When set to true, the signer is allowed to print the document and sign it on paper.
    • Allow Reassign (true/false) - When set to true, the recipient can redirect an envelope to a more appropriate recipient.
    • Markup Enabled (true/false) - When set to true, Document Markup is enabled for envelope. Account must have Document Markup enabled to use this.
    • Auto Navigation (true/false) - Specifies whether auto navigation is set for the recipient.
    • Authoritative Copy (true/false) - Specifies whether all documents in this envelope are authoritative copies. A document can set its own authoritativeCopy property to override this value. For example you can set the authoritativeCopy on an envelope level to true but can turn it off for a specific document.
  • Reminders
    • Reminder Delay (text) - sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.
    • Reminder Enabled (true/false) - When set to true, a reminder message is sent to the recipient.
    • Reminder Frequency (text) - An interger that sets the interval, in days, between reminder emails.
  • Document Expiration
    • Expire Enabled (true/false) - When set to true, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
    • Expire After (text) - An integer that sets the number of days the envelope is active.
    • Expire Warning (text) - An integer that sets the number of days before envelope expiration that an expiration warning email is sent to the recipient. If set to 0 (zero), no warning email is sent.
  • Recipient
    • Recipient Count (text) - The total amount of recipient of this envelope.
    • Signers (list of text) - List of recipient objects that have a signer type, each contain information specific to each signer.
    • Agents (list of text) - List of recipient objects that have a agent type, each contain information specific to each agent.
    • Editors (list of text) - List of recipient objects that have a editor type, each contain information specific to each editor.
    • Intermediaries (list of text) - List of recipient objects that have a intermediary type, each contain information specific to each Intermediaries.
    • Carbon Copies (list of text) - List of recipient objects that have a type carbon copy, each contain information specific to recipient with carbon copies .
    • Certified Deliveries (list of text) - List of recipient objects that have a certified delivery type, each contain information specific to each recipient.
    • Inperson Signers (list of text) - List of recipient objects that have a inperson Signer type, each contain information specific to each Inperson signers.

• New Document in Inbox

  Start FLO when a document is sent you for signature

Actions

• addCustomField

  Add Custom Field

  Adds custom field in docusign.

  Options

  • Accounts (list): Drop down menu of accounts created in docusign.

  Input Fields

  • Document
    • Document ID (text): Identification code of document.
  • Field
    • Name (text): Name/Title of custom field added to document.
    • Required (text): What a user with access to this custom field is required to do. (Eg. Signature or Initials are required)
    • Value (text): Most fields allow you to set an Initial Value for the field. The sender and recipient can change this information unless the Read Only option is selected.
    • Show field (text): Show field in designated place of document.

  Output Fields

  • Custom Field
    • Field ID (text): Identification code of newly added custom field.

  Click here for more information.

• Add Recipient to Document

  Add new recipient to document. Options

  • Accounts (list): Drop down menu of accounts created in docusign.
  • Templates (list): Drop down menu of available templates.
  • After Creation (dropdown)
    • Save as Draft
    • Send for Signing
  • Recipient type (text)
    • Signer: People assigned to sign document.
    • Agent: Agents assigned to selected document.
    • Carbon Copy: Duplicate copies of selected document.
    • Certified Delivery: Certified delivery persons/services of selected document.
    • Editor: All editors of selected document.
    •  Inperson Signer: People who will be signing the documents in person in order to complete.
    • Intermediary: Mediators of the selected document.
  • Recipient Authentication (text)

  Input Fields

  • Document
    • Document ID (text): Identification code of document.
  • Recipient
    • Name (text): Name/Title of Recipient.
    • Email* (text): Email of recipient.
    • Email ID (text): Identification code/address associated with email.
    • Email Subject (text): Topic/Head of message of recipient.
    • Email Body (text): Optional element, if specified is included in email notifications to the document recipients. This can be a maximum of 10000 characters.
    • Private Message (text): Message to send to recipient privately

  Output Fields

  • Recipient
    • Status (text): Status of document. Options include: Created, Deleted, Delivered, Signed, Completed, Declined, Voided, TimeOut, AuthoritativeCopy, TransferCompleted, Template, and Correct.
    • Message (text): Message from recipient.

• Create Document

  Create new document.

  Options

  • Accounts (list): Drop down menu of accounts created in docusign.
  • Templates (list): Drop down menu of available templates.
  • After Creation (dropdown)
    • Save as Draft
    • Send for Signing
  • Recipient type (text)
    • Signer: People assigned to sign document.
    • Agent: Agents assigned to selected document.
    • Carbon Copy: Duplicate copies of selected document.
    • Certified Delivery: Certified delivery persons/services of selected document.
    • Editor: All editors of selected document.
    •  Inperson Signer: People who will be signing the documents in person in order to complete.
    • Intermediary: Mediators of the selected document.
  • Recipient Authentication (text)

  Input Fields

  • Document
    • Allow Print and Sign (true/false): If true, document allows to be printed and signed.
    • Markup Enabled (true/false): When true, enable Document markup for envelope.
    • Allow Reassign (true/false): If true, the recipient can redirect an envelope to a more appropriate recipient.
    • Allow Recipient Recursion (true/false): Allows recipient to make recursive changes to document.
    • Authoritative Copy (true/false): Specifies the Authoritative copy feature. If the Boolean is set to true the Authoritative copy feature is enabled.
    • Auto Navigation (true/false): Specifies the Auto Navigation feature. If the Boolean is set to true the auto navigation is enabled.
    • Brand ID (text): Identification code of brand associated with document.
  • Reminder
    • Reminder Enabled (true/false): When set to true, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
    • Reminder Delay (text): An integer that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.
    • Reminder Frequency (text): An integer that sets the interval, in days, between reminder emails.
  • Document Expiration
    • Expire Enabled (true/false): If true, document is enabled to expire after a certain deadline.
    • Expire After (text): Date document expires after.
    • Expire Warning (text): Date close to expiration of document which will give user warning.
  • Recipient
    • Name (text): Name/Title of Recipient.
    • Routing Order (text): Routing order identification.
    • Email ID (text): Identification code/address associated with email.
    • Email Subject (text): Topic/Head of message of recipient.
    • Email Body (text): Optional element, if specified is included in email notifications to the document recipients. This can be a maximum of 10000 characters.
    • Private Message (text): Message to send to recipient privately

  Output Fields

  • Document
    • Document ID (text): Identification code of document.
    • Status (text): Status of document. Options include: Created, Deleted, Delivered, Signed, Completed, Declined, Voided, TimeOut, AuthoritativeCopy, TransferCompleted, Template, and Correct.

• Download Document

  Download a single document from Docusign and get the file content of that file.

  Options

  • Accounts (dropdown list): List of accounts inside of Docusign in order to determine where the file is going to be downloaded from.

  Input Fields

  • Download
    • Document ID (text): unique id of the document that you want to download.

  Output Fields

  • Document
    • File Content (text): content of the downloaded document.

• Custom API Call

  Make an authenticated HTTP request to the docusign API.

  Options:

  • Request Type (dropdown)
    • GET
    • POST
    • PUT
    • PATCH
    • DELETE

  Inputs:

  • Request
    • URL
      • This URL includes the base string, e.g. “https://demo.docusign.net/restapi/v2/accounts/{accountId}". A call to the “/oauth/userinfo” route with the base URL used in the “Account” field when creating a new connection to Docusign will return an array of accounts that each have a field called “base_uri” – try using this base URL if you are having trouble making calls to the API.
    • Query
    • Headers
    • Body
      • This field will not be available for GET requests

  Outputs:

  • Response
    • Status Code (number)
    • Headers (object)
    • Body (object)

• Modify Custom Field

  Modify custom field in docusign.

  Options

  • Accounts (list): Drop down menu of accounts created in docusign.

  Input Fields

  • Document
    • Document ID (text): Identification code of document.
  • Field
    • Name (text): Name/Title of custom field added to document.
    • Required (text): What a user with access to this custom field is required to do. (Eg. Signature or Initials are required)
    • Value (text): Most fields allow you to set an Initial Value for the field. The sender and recipient can change this information unless the Read Only option is selected.
    • Show field (text): Show field in designated place of document.

  Output Fields

  • There are no output fields.

  Click here for more information.

• Read Document Info

  Read document’s information.

  Options

  • Accounts (list): Drop down menu of accounts created in docusign.

  Input Fields

  • Document
    • Document ID (text): Identification code of document.

  Output Fields

  • Document
    • Status (text): Status of document. Options include: Created, Deleted, Delivered, Signed, Completed, Declined, Voided, TimeOut, AuthoritativeCopy, TransferCompleted, Template, and Correct.
    • Author (text): Author/Creator of document.
    • Name/Email Subject (text): Name/Main subject of the email.
    • Email Body (text): Optional element, if specified is included in email notifications to the document recipients. This can be a maximum of 10000 characters.
    • Files (text):
    • Templates (text): Template the document originated from if the envelope was created using CreateEnvelopeFromTemplates.
    • Date Created (text):  Date document is created.
    • Date Modified (text): Date document was last modified.
    • Date Status Changed (text)
    • Allow Print and Sign (true/false): If true, document allows to be printed and signed.
    • Allow Reassign (true/false): If true, the recipient can redirect an envelope to a more appropriate recipient.
    • Markup Enabled (true/false): When true, enable Document markup for envelope.
    • Auto Navigation (true/false): Specifies the Auto Navigation feature. If the Boolean is set to true the auto navigation is enabled.
    • Authoritative Copy (true/false): Specifies the Authoritative copy feature. If the Boolean is set to true the Authoritative copy feature is enabled.
  • Reminders
    • Reminder Enabled (true/false): When set to true, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the DocuSign default value of 120 days is used.
    • Reminder Delay (text): An integer that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.
    • Reminder Frequency (text): An integer that sets the interval, in days, between reminder emails.
  • Document Expiration
    • Expire Enabled (true/false): If true, document is enabled to expire after a certain deadline.
    • Expire After (text): Date document expires after.
    • Expire Warning (text): Date close to expiration of document which will give user warning.
  • Recipient
    • Recipient Count (list): Number of recipients included in document.
    • Signers (list): People assigned to sign document.
    • Agents (list): Agents assigned to selected document.
    • Editors (list): All editors of selected document.
    • Intermediaries (list): Mediators of the selected document.
    • Carbon Copies (list): Duplicate copies of selected document.
    • Certified Deliveries (list): Certified delivery persons/services of selected document.
    • Inperson Signers (list): People who will be signing the documents in person in order to complete.

• Send Document

  Send document off.

  Options

  • Accounts (list): Drop down menu of accounts created in docusign.

  Input Fields

  • Document
    • Document ID (text): Identification code of document.

  Output Fields

  • There are no output fields.

• Upload File to Envelope

  This card upload a file to a Envelope/document. More Information on size limit here & supported typehere

  Input Fields

  • Document

    • Envelope ID (text) - The unique identifiacation number of envelope which is destination of the file upload, you can found it the URL of the envelope view. For exmaple : https://appdemo.docusign.com/documents/details/89727a30-5c4b-495a-ba93-bd6a2d79436 envelope id will be 89727a30-5c4b-495a-ba93-bd6a2d79436

    • File (file)- The file which will be uploded. Recommended file size to be around 5MB. The supported files types could found here

    • File Name (text) - The name of the new file.

  Output Fields

  • Envelope ID - The file parent envelope ID
    
  • File ID (text) - The auto generated integer for unique identification of the uploaded file.