DocuSign Action Block
The DocuSign Action Block allows you to send envelopes, manage documents, and track signature status from your workflows.
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Requires DocuSign API credentials via OAuth 2.0. Register an application in the DocuSign Developer Center.
Supported Actions
- Send Envelope - Create and send an envelope with documents for signing.
- Get Envelope Status - Check the current status of an envelope (sent, delivered, signed, completed).
- List Envelopes - Retrieve envelopes with filters by status or date range.
- Download Documents - Download signed documents from a completed envelope.
- Void Envelope - Cancel an envelope that has not yet been completed.
Configuration
- OAuth Credentials - Client ID, Secret, and account ID from DocuSign.
- Document - File or template to include in the envelope.
- Recipients - Signer name, email, and signing order.
- Envelope ID - Target envelope for status, download, or void operations.
Use Cases
- Automate contract signing by sending envelopes when a deal is closed in your CRM.
- Build an approval workflow that tracks signature progress and sends reminders.
- Download completed documents and archive them in cloud storage.