DocuSign Block

The DocuSign block integrates DocuSign e-signature into your workflows. Use it to create and send envelopes for signing, retrieve envelope status, list envelopes, generate embedded signing URLs, and void envelopes that are no longer needed.

Overview

When to Use

• Create a draft envelope (docusign_create_envelope) and send it later in a separate step
• Create and immediately send a signature request in one shot (docusign_send_envelope)
• Check the current status of an envelope (sent, delivered, completed, voided) with docusign_get_envelope
• List envelopes in a DocuSign account for auditing, dashboards, or follow-up workflows
• Generate an embedded signing URL (docusign_get_signing_url) to let a signer sign without leaving your application
• Void an envelope that was sent in error or is no longer required (docusign_void_envelope)

Configuration

Operation

Required dropdown. Selects which DocuSign action to execute.

DocuSign Account

OAuth connection to your DocuSign account (docusign provider). Authorizes all API requests made by this block.

Account ID

Required. Your DocuSign account ID under which envelopes are managed. Shown for all operations.

Email Subject

The subject line for the signing request email. Visible when the operation is docusign_create_envelope or docusign_send_envelope.

Envelope ID

The target envelope identifier. Visible when the operation is docusign_get_envelope, docusign_send_envelope, docusign_get_signing_url, or docusign_void_envelope.

Inputs & Outputs

• Inputs:

  • operation (string) — Operation to perform (one of the operation IDs listed above)
  • oauthCredential (string) — OAuth credential from the DocuSign Account connection
  • accountId (string) — Account ID
  • emailSubject (string) — Email subject (used by Create Envelope and Send Envelope)
  • envelopeId (string) — Envelope ID (used by Get Envelope, Send Envelope, Get Signing URL, Void Envelope)

• Outputs (available fields vary by operation; the block exposes the union):

  • envelopeId (string) — Envelope ID
  • status (string) — Envelope status
  • signingUrl (string) — Signing URL (populated by Get Signing URL)

Tools

Each operation maps to one tool. All tools require a DocuSign OAuth access token (supplied automatically from the credential sub-block).

DocuSign Create Envelope (docusign_create_envelope) — Creates a new envelope in draft or sent state. Key params: emailSubject (required), signerEmail (required), signerName (required), status (optional, "created" or "sent", defaults to "created"). Outputs: envelopeId, status, statusDateTime, uri.

DocuSign Get Envelope (docusign_get_envelope) — Retrieves full details for an envelope by its ID. Key params: envelopeId (required). Outputs: envelopeId, status, emailSubject, sentDateTime, completedDateTime, createdDateTime, statusChangedDateTime.

DocuSign List Envelopes (docusign_list_envelopes) — Lists envelopes with optional filters. Key params: fromDate, toDate, envelopeStatus (e.g., sent, completed, voided), count (all optional). Outputs: envelopes (array), totalSetSize (number), resultSetSize (number).

DocuSign Send Envelope (docusign_send_envelope) — Creates and immediately sends a new envelope in a single call. Key params: emailSubject, signerEmail, signerName (all required). Outputs: envelopeId, status.

DocuSign Get Signing URL (docusign_get_signing_url) — Generates an embedded signing URL so a recipient can sign without leaving your application. Key params: envelopeId, signerEmail, signerName (all required), returnUrl (optional redirect after signing). Outputs: signingUrl, envelopeId.

DocuSign Void Envelope (docusign_void_envelope) — Voids an envelope to cancel the signing process. Key params: envelopeId, voidedReason (both required). Outputs: envelopeId, status.

YAML Example

docusign_1:
  type: docusign
  name: "DocuSign"
  inputs:
    operation: "docusign_send_envelope"
    accountId: "{{ENV_DOCUSIGN_ACCOUNT_ID}}"
    emailSubject: "Please sign this contract"
  connections:
    outgoing:
      - target: next-block-id