DocuSign
Send documents for signature and track envelopes, recipients, documents and templates through the DocuSign eSignature API.
| Nodes | DocuSign (actions), DocuSign Trigger (polling) |
| Auth | OAuth with your own DocuSign integration key, or an access token |
| Availability | Limited release. Not yet in the palette for customer workspaces. |
Demo environment only. The connector always calls DocuSign's demo environment (
demo.docusign.net). It cannot reach a production DocuSign account yet.
Connecting
| Method | How |
|---|---|
| OAuth 2.0 | Create an integration key in DocuSign's developer settings, add the Redirect URL from Flero's credential dialog, then paste the integration key and secret into Flero. The default scope is signature. extended is optional. |
| Access token | Paste a token you obtained elsewhere. Flero does not refresh it. |
JWT grant (integration key plus RSA private key) is not supported.
Operations
Most operations need your account ID. Get it with Get account information.
| Operation | What it does |
|---|---|
| Get account information | Lists the accounts the user can access |
| List envelopes | Filter by from_date, to_date and status |
| Create and send envelope | Creates an envelope; set status to sent to send it at once |
| Get envelope information | Reads one envelope |
| Send draft envelope | Sends or voids a draft (status: sent or voided) |
| Get envelope recipients, Add recipients to envelope | Reads or adds recipients |
| Get envelope documents, Get document from envelope | Lists or downloads documents |
| List templates, Create template | Works with templates |
| Create recipient view, Create sender view | Builds embedded signing or sending links |
| List webhooks, Create webhook | Manages Connect webhooks |
The new envelope's ID is {{ $node["Send contract"].output.data.envelopeId }}.
Triggers
The DocuSign Trigger polls the list and get operations, every 5 minutes by default.
To react to DocuSign Connect events in real time, point your Connect configuration at a Webhook trigger URL.
Common errors
| Symptom | Check |
|---|---|
401 |
The token expired. Reconnect, or paste a new access token. |
USER_AUTHENTICATION_FAILED against a production account |
Production accounts are not supported yet. |
ACCOUNT_LACKS_PERMISSIONS |
The user's DocuSign role does not allow the action. |
Related
Found something out of date? This page lives in the Flero docs content set.