DocuSign Action Block
The DocuSign Action Block lets you create, send, and manage signature envelopes directly from your workflows — without ever handling an access token manually.
Access tokens are generated and refreshed automatically by Indite. You only need to provide your Integration Key, Secret Key, and Account ID once.
Prerequisites
You need a DocuSign Developer account (sandbox) or a full DocuSign account (production).
- Sandbox (free): developers.docusign.com (opens in a new tab)
- Production: docusign.com (opens in a new tab)
Getting Your Credentials
Open Apps and Keys
Log in to the DocuSign Developer Center (sandbox: https://admindemo.docusign.com/apps-and-keys, production: https://admin.docusign.com/apps-and-keys).
Create or open an app
Click Add App and Integration Key (or open an existing app). The Integration Key (your OAuth Client ID) is shown at the top of the app page — copy it.
Add a Secret Key
Under Authentication, click Add Secret Key. Copy the secret immediately — DocuSign will not show it again.
Copy your Account ID
On the same Apps and Keys page, scroll to API Account ID — this is your Account ID (a UUID like xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).
Add the redirect URI (if prompted)
Under Additional settings, add https://<your-indite-domain>/api/credentials/docusign/callback as a redirect URI. This is only required if you use Authorization Code Grant — for client credentials it is optional.
Connecting DocuSign in Indite
- Open a workflow and add a DocuSign block.
- Click Add DocuSign account in the block settings.
- Fill in the three fields:
| Field | Where to find it |
|---|---|
| Integration Key | Apps and Keys page → your app → Integration Key |
| Secret Key | Apps and Keys page → your app → Authentication → Secret Key |
| Account ID | Apps and Keys page → API Account ID |
-
Auth Base URL — leave as the default unless you are on a production account:
- Sandbox:
https://account-d.docusign.com(default) - Production:
https://account.docusign.com
- Sandbox:
-
Click Connect DocuSign. Indite will immediately call DocuSign's token endpoint and store the access token securely — you don't need to copy or paste it.
Tokens auto-refresh. Access tokens last 8 hours. Indite refreshes them automatically before they expire, so your workflows keep running uninterrupted.
Supported Actions
| Action | Description |
|---|---|
| Create Envelope | Create and send a document to one or more recipients for signature. |
| Get Envelope | Retrieve the status and details of a specific envelope by ID. |
| Get Envelopes | List envelopes (optionally filtered by status). |
| Send Envelope | Send a previously created draft envelope. |
| Void Envelope | Cancel an in-progress envelope. |
| Download Document | Download the signed document(s) from a completed envelope. |
| Get Recipients | Retrieve the signer list and their statuses for an envelope. |
| Create Template | Create a reusable signing template. |
Configuration Reference
| Setting | Required | Description |
|---|---|---|
| Connection | ✅ | The saved DocuSign credential (Integration Key + Secret Key + Account ID). |
| Action Type | ✅ | One of the actions listed above. |
| Recipient Email | For createEnvelope | Email address of the signer. |
| Recipient Name | For createEnvelope | Full name of the signer. |
| Subject | For createEnvelope | Subject line of the signing email. |
| Email Body | For createEnvelope | Optional message body shown in the signing email. |
| Document URL | For createEnvelope, createTemplate | HTTPS URL of the PDF to be signed. |
| Envelope ID | For most other actions | The ID of the target envelope (returned by createEnvelope). |
Use Cases
- CRM-triggered contracts — Automatically send an NDA or contract when a deal is moved to a new stage in HubSpot.
- Onboarding flows — Send offer letters immediately after a new hire record is created.
- Approval chains — Wait for an envelope to be signed, then trigger the next step in a workflow.
- Document archiving — Download completed documents and store them in Google Drive or S3.