DocuSign
App · E-Signatures · 6 actions
Send documents for signature, track envelope status, and manage templates in DocuSign.
Actions
| Action | What it does |
|---|---|
| Create draft envelope | Prepare a draft envelope with your documents and signers. |
| Get envelope status | Check where an envelope is in the signing process (for example sent, delivered, or completed). |
| List envelopes | List the documents you have sent for signature (DocuSign calls these envelopes), newest first. |
| List templates | List the reusable envelope templates in your DocuSign account, optionally filtered by name. |
| Send envelope | Send a draft envelope to its recipients for signature. |
| Void envelope | Cancel an envelope that has already been sent so it can no longer be signed. |
Create draft envelope
Prepare a draft envelope with your documents and signers. The draft is not sent yet; use 'Send envelope' when it is ready.
Inputs
- Email subject
email_subjecttextRequired - The subject line signers see in the email asking them to sign (up to 100 characters).
- Documents
documentslistRequired - The documents to be signed. Each document needs its file contents as Base64 text, a name, and an ID you choose (for example "1"). Anything that is not a PDF also needs its file extension.
- Recipients
recipientsobjectRequired - Who should receive the envelope. Put the people who must sign under 'signers', each with a name, email, and a unique recipient ID you choose (for example "1").
Outputs
envelope_idtext- ID of the new draft envelope.
Example output
{
"envelope_id": "abc123-def456-ghi789"
}Get envelope status
Check where an envelope is in the signing process (for example sent, delivered, or completed).
Inputs
- Envelope ID
envelope_idtextRequired - The ID of the envelope to check.
Outputs
statustext- The current status of the envelope.
Example output
{
"status": "completed"
}List envelopes
List the documents you have sent for signature (DocuSign calls these envelopes), newest first. You can narrow the list by status or by when the envelope last changed.
Inputs
- Status
statustext - Only show envelopes with this status. Leave blank to include every status.One of:
sent(Sent (waiting to be signed)),delivered(Delivered (opened)),signed,completed(Completed (fully signed)),declined,voided(Voided (cancelled)),timedout(Timed out (expired)),processing,created(Draft). - Start date
from_datetext - Only show envelopes whose status changed on or after this date. Leave blank to look back over the last 90 days.
- Maximum results
countnumber - The maximum number of envelopes to return (up to 1000).
Outputs
envelopeslist- The matching envelopes.
Example output
{
"envelopes": [
{
"emailSubject": "Please sign this document",
"envelopeId": "abc123-def456-ghi789",
"status": "sent"
}
]
}List templates
List the reusable envelope templates in your DocuSign account, optionally filtered by name.
Inputs
- Search text
search_texttext - Only show templates whose name contains this text (up to 48 characters). Leave blank to list all templates.
Outputs
templateslist- The matching templates.
Example output
{
"templates": [
{
"description": "Standard Non-Disclosure Agreement",
"name": "NDA Template",
"templateId": "tmpl-abc123"
}
]
}Send envelope
Send a draft envelope to its recipients for signature.
Inputs
- Envelope ID
envelope_idtextRequired - The ID of the draft envelope to send.
Outputs
statustext- The envelope status ("sent") after sending.
Example output
{
"status": "sent"
}Void envelope
Cancel an envelope that has already been sent so it can no longer be signed. You must give a reason. Only envelopes that are still in progress can be cancelled, not drafts, and not envelopes everyone has already signed.
Inputs
- Envelope ID
envelope_idtextRequired - The ID of the envelope to cancel.
- Reason
void_reasontextRequired - Why the envelope is being cancelled (shown to recipients, up to 200 characters).
Outputs
statustext- The envelope status ("voided") after cancelling.
Example output
{
"status": "voided"
}