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Unify Integrations
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DocuSign

DocuSign

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4 mins READ

DocuSign is a leading eSignature platform that enables users to sign, send, and manage documents digitally. It offers secure, legally binding signatures and seamless workflows to streamline agreements.

Integrating your application with DocuSign streamlines document management, facilitating secure and efficient e-signature workflows.

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Select a descriptive name for your connection, like "MyAppDocusignIntegration". This helps in easily identifying the connection within your application or integration settings.

  • Authentication Type: Docusign supports Service Account for authentication. 

Service Account Based Authentication

  • In the left navigation menu, click on “Apps and Keys” under the Integration section.

  • In the apps and Key section, click on “Add App and Integration Key”.

    • In the Service integration section, click on “Generate RSA” to generate the Private key

    • Select the HTTP methods you want to use in your app.

  • After creating the app, Integration ID is mapped to the app that has been created.

  • Account Id will be available at the top left corner of the page.

  • In the Apps and Key section you'll be able to find the User ID and Domain(i.e Account Base URL)

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Actions

Actions

Description

Create/Send document

Creates/Sends a document in DocuSign

Download document

Downloads a document from DocuSign

List documents in envelope

Lists all the documents in an envelope in DocuSign

Send document using template

Sends a document using a template in DocuSign

Triggers

Triggers

Description

New click event

Triggers when a new click event occurs in DocuSign

New document event

Triggers when a new document event occurs in DocuSign

New document received

Triggers when a new document is received in DocuSign

New recipient event

Triggers when a new recipient event occurs in DocuSign

New template event

Triggers when a new template event occurs in DocuSign