DocuSign

docusign enables users to send, sign, and manage electronic agreements securely with docusign modules in make, you can monitor and retrieve envelope status, search and retrieve envelopes, or download and send a document to sign in your docusign account to use docusign modules, you must have a docusign account you can create an account at https //go docusign com/o/trial/ refer to the https //developers docusign com/docs/esign rest api/reference/ for a list of available endpoints connect docusign to make to make the connection in make log in to your make account, add a docusign module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection optional click show advanced settings and enter your docid\ gsrahchjf7z17we 8yjon click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your and add more docusign modules if your connection requires reauthorization at any point, follow the connection renewal steps docid\ so88fm6pkt0g adkddfzz create a custom application in make to create the docusign custom application and retrieve your client credentials log in to your docusign account in the upper right, click settings in the left menu, under integrations , click apps and keys click add app and integration key under app name , click create app under general info , copy the integration key and store it in a safe place under authentication , click +add secret key and store it in a safe place under additional settings , for redirect uris , add https //www integromat com/oauth/cb/docusign click save copy the integration key and client secret values and store them in a safe place you will use these values in the integration key (client id) and client secret fields in make envelope watch events triggers when an envelope changes its status this is available only for business pro docusign https //www docusign com/products and pricing and higher the webhook url needs to be generated in make and then added to docusign's integrations settings add the watch events module to your make generate and copy the webhook url log in to your docusign account go to settings > connect click add configuration , and select custom fill in the fields as follows name enter the name of the webhook url to publish enter the webhook url you have copied in step 2 above include select the information that you want to include in the webhook trigger events select events that will trigger the webhook and the watch events module in your make scenario click the add button to save and close the dialog now, every time the specified events occur in your docusign account, the watch events module in your make is triggered the module returns the data in the xml format to further process the returned data, please add the xml>parse xml module after the watch events module search envelopes searches for envelopes by the filter settings 179,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type get an envelope status retrieves envelope details 173,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type download a document downloads a specified document from the envelope 195,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type get envelope form data downloads the envelope and field data from any in progress, completed, or canceled envelope that you sent or that is shared with you to use this module, go to docusign settings > sending settings and enable the allow sender to download form data option otherwise, the \[400] this user lacks sufficient permissions error will be returned 121,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type send a document to sign sends a document to signers true 162,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type send a document from template to sign creates and sends an envelope from a template true 175,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type other make an api call allows you to perform a custom api call true 118,100left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type example of use list envelopes the following api call returns envelopes from the specified date in your docusign account url /v2 1/accounts/{accountid}/envelopes/ method get query string key from date value yyyy mm dd specifies when the request begins checking for status changes for envelopes in the account the result can be found in the module's output under bundle > body > envelopes in our example, 6 envelopes were returned templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created docusign resources you can have access to more resources related to this app on the following links https //community make com/search?q=docusign https //www docusign com/ https //developers docusign com/ https //www make com/en/integrations/docusign