DocuSign
Create, list, and send envelopes for e-signatures with DocuSign. In Appbricx, your workflows and server functions call it by name once it is connected.
What you can do
4 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.
- Get envelopeGet Docusign envelope
getEnvelope - List envelopesList / search envelopes
listEnvelopes - Get documentGet document from a specific envelope
getDocument - Custom API CallMake a custom API call to a specific endpoint
custom_api_call
Set it up
About two minutes, once per project or once for the whole workspace.
- Open Integrations in the builder
Backend panel, Integrations tab, then DocuSign. To connect it for every project, use Workspace settings, Integrations.
- Sign in to DocuSign
You sign in to DocuSign and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.
signature
This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.
- Call an action
From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.
Workflow // .workflow.js (native ctx) export async function run(ctx) { const res = await ctx.integrations.invoke("docusign", "getEnvelope", { "accountId": "<account id>", "envelopeId": "<envelope id>" }); if (!res.success) throw new Error(res.error); ctx.log.info("DocuSign answered", { output: res.output }); }
More in Other
DocuSign and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.