Tool: DocuSign — Zelaxy Docs

Integrate DocuSign e-signature into your workflows. Create draft envelopes, send them for signing, retrieve status, generate embedded signing URLs, list envelopes with filters, and void envelopes when needed — all without leaving Zelaxy.

Overview

Property	Value
Type	`docusign`
Category	Tool — Document Signing
Auth	OAuth 2.0 (DocuSign)

Operations

Operation	Tool ID	Description
Create Envelope	`docusign_create_envelope`	Create a new envelope as a draft (`created`) or send it immediately (`sent`)
Get Envelope	`docusign_get_envelope`	Retrieve full details of an envelope by its ID, including timestamps and current status
List Envelopes	`docusign_list_envelopes`	List envelopes with optional date range and status filters
Send Envelope	`docusign_send_envelope`	Create and immediately send an envelope to the signer in one step
Get Signing URL	`docusign_get_signing_url`	Generate an embedded signing URL so signers can sign inside your own app
Void Envelope	`docusign_void_envelope`	Cancel an in-flight envelope and record a reason for voiding

Configuration

The parameters below cover all operations. Each tool uses only the subset of params marked as applicable.

Setting	Type	Required	Operations	Description
`accessToken`	`string` (hidden)	Yes	All	DocuSign OAuth access token — supplied automatically by the connected OAuth credential; never enter manually.
`emailSubject`	`string`	Yes	Create Envelope, Send Envelope	Subject line of the signing-request email sent to signers.
`signerEmail`	`string`	Yes	Create Envelope, Send Envelope, Get Signing URL	Email address of the recipient who must sign.
`signerName`	`string`	Yes	Create Envelope, Send Envelope, Get Signing URL	Full name of the signer as it appears on the signing ceremony.
`status`	`string`	No	Create Envelope	Envelope disposition: `"created"` (save as draft, default) or `"sent"` (dispatch immediately).
`envelopeId`	`string`	Yes	Get Envelope, Get Signing URL, Void Envelope	The DocuSign envelope ID to operate on.
`returnUrl`	`string`	No	Get Signing URL	URL DocuSign redirects the signer to after they finish signing.
`fromDate`	`string`	No	List Envelopes	ISO 8601 date — only return envelopes created on or after this date (e.g. `2024-01-01T00:00:00Z`).
`toDate`	`string`	No	List Envelopes	ISO 8601 date — only return envelopes created on or before this date.
`envelopeStatus`	`string`	No	List Envelopes	Filter by envelope status: `sent`, `completed`, `voided`, `declined`, etc.
`count`	`number`	No	List Envelopes	Maximum number of envelopes to return in a single call.
`voidedReason`	`string`	Yes	Void Envelope	Human-readable explanation for why the envelope is being voided (required by DocuSign).

Outputs

Each operation returns only the fields relevant to it. The full set of output fields across all operations is:

Field	Type	Description
`envelopeId`	`string`	DocuSign envelope ID — present in all operations that touch a single envelope.
`status`	`string`	Current envelope status (e.g. `created`, `sent`, `completed`, `voided`).
`statusDateTime`	`string`	Timestamp of the most recent status change (Create Envelope).
`uri`	`string`	Relative DocuSign API URI for the envelope (Create Envelope).
`emailSubject`	`string`	Email subject of the envelope (Get Envelope).
`sentDateTime`	`string`	When the envelope was sent (Get Envelope; `null` if not yet sent).
`completedDateTime`	`string`	When all parties completed signing (Get Envelope; `null` if not yet complete).
`createdDateTime`	`string`	When the envelope was first created (Get Envelope).
`statusChangedDateTime`	`string`	Timestamp of the last status change (Get Envelope).
`signingUrl`	`string`	Embedded signing URL for the signer to use inside your application (Get Signing URL).
`envelopes`	`json`	Array of envelope objects matching the filters (List Envelopes).
`totalSetSize`	`number`	Total number of envelopes matching the filters before pagination (List Envelopes).
`resultSetSize`	`number`	Number of envelopes actually returned in this response (List Envelopes).

Example

[Starter: contract data] → [DocuSign: Send Envelope] → [Agent: confirm dispatch]

When a new contract is ready, the Starter block supplies the recipient details. The DocuSign block uses {{starter.signerEmail}} and {{starter.signerName}} to send the envelope immediately, setting the email subject to "Please sign your {{starter.contractType}} agreement". After sending, an Agent block reads {{docusign.envelopeId}} and {{docusign.status}} to compose a confirmation message back to the customer.

To later check whether the signer completed the document, add a second DocuSign block set to Get Envelope and pass {{docusign.envelopeId}} as the Envelope ID — the completedDateTime output will be non-null once signing is done.

Tips

Draft vs. immediate send — use Create Envelope with status = "created" to build the envelope in DocuSign first (e.g. attach tabs or additional documents via the DocuSign API), then transition it to "sent" in a follow-up step. Use Send Envelope when you want to skip the draft stage entirely.
Embedded signing — call Get Signing URL right after creating or sending an envelope to obtain a one-time URL you can embed in an iframe or redirect users to, keeping the signing experience inside your own application. Always supply a returnUrl so users are not stranded on a DocuSign page after signing.
OAuth credential — the accessToken param is injected automatically from the connected DocuSign OAuth account. Connect your DocuSign account once via the DocuSign Account credential selector; you do not need to pass a token manually in any block.
Voiding envelopes — DocuSign requires a non-empty voidedReason (max 200 characters) to void an envelope. Envelopes can only be voided while they are in sent or delivered status; already-completed envelopes cannot be voided.

DocuSign