DocuSign integration

Overview

DocuSign is the dominant e-signature platform. The Automize DocuSign connector covers the envelope lifecycle – create from documents or templates, send, track status, download signed PDFs – plus template and recipient management.

• Regions: DocuSign has regional accounts: NA (na1-na4), EU (eu1-eu2), AU (au1). The connector talks to the API endpoint matching your account's region – picked automatically from your DocuSign account_id at connection time.
• Plans: Any plan with API access. Personal plan does not expose the API; you need Standard, Business Pro, or Enterprise / Real Estate plans.

Setting up the connection

Auth type: OAuth 2.0 (Authorization Code).

1. Sign in to your DocuSign admin console → Apps and Keys (or developer.docusign.com for sandboxes).
2. Add an integration key (app), set the Redirect URI to the Automize DocuSign dialog's URL.
3. Generate a Secret Key (Client Secret) and save the Integration Key (Client ID).
4. For each environment (demo / production), the OAuth endpoints differ – connector handles this if you pick the right account at connect time.
5. In Automize, open Settings → Connectors → DocuSign → Add connection. Paste credentials, choose environment, click Connect, sign in to DocuSign, grant consent.

Scopes required:

• signature
• extended

Find your credentials at https://admindemo.docusign.com/api-integrator-key.

Rate limits

DocuSign enforces a per-account daily API limit (commonly 1,000–10,000 calls/day depending on plan) and per-second burst limits (~5/sec default). The connector retries 429 with exponential backoff. Bulk send / list use the batched endpoints – Get Envelopes with from_date is cheaper than per-envelope polling.

Data model

Account is the tenant (corresponds to a DocuSign account_id).

    Account ─┬─ Templates ─┬─ Documents (PDF blanks)
             │             └─ Recipients (roles)
             └─ Envelopes ─┬─ Documents (rendered PDFs)
                           ├─ Recipients (signers, CCs, certified deliveries)
                           ├─ Tabs (signature, date, custom fields)
                           └─ Status (created, sent, delivered, signed, completed, voided)

An Envelope is what gets sent and tracked. Templates are reusable
blueprints. Tabs are the fields users fill in.

Available operations

14 operations available. Click any row to jump to its detail.

Operations

Create Envelope

Create and optionally send an envelope for signing

Tips

• Required: documents[], recipients (signers / carbonCopies), status.
• status='created' saves a draft. status='sent' dispatches immediately.
• For complex flows with multiple signers in order, set routingOrder per recipient (1, 2, ...).

Errors

• INVALID_REQUEST_PARAMETER – Documents array is empty or missing base64 bytes.
• ACCOUNT_LACKS_PERMISSIONS – API access is disabled on the account – contact DocuSign support.

Create template

Create a DocuSign template.

No input parameters.

Download document

Download a document from a DocuSign envelope.

Download Document

Download a document from an envelope

Tips

• envelope_id + document_id. Returns the document (PDF). For the certificate of completion, document_id='certificate'.

Get Envelope

Get envelope details and status

Tips

• Returns envelope metadata + status. For document content use Get Document.
• Use include=recipients,documents to fetch nested data in one call.

Get Envelope Status

Get detailed envelope status

Tips

• Polling helper – returns just the status string. Cheaper than Get Envelope when you only need the state.

List envelope audit

List audit events for a DocuSign envelope.

List Envelopes

List envelopes (documents sent for signature)

No input parameters.

Tips

• Filter by from_date (required for performance), status, search_text.
• Pages via start_position. count max 50.

List Recipients

List recipients of an envelope

Tips

• Returns recipients incl. signing status per signer.

List Templates

List available templates

No input parameters.

Tips

• Filter by folder_ids, search_text. Pages via start_position.

Resend envelope

Resend a DocuSign envelope notification.

Send Envelope

Send a draft envelope

Update recipients

Update recipients on a DocuSign envelope.

Tips

• Modify recipients on a draft envelope. Cannot modify signed-by recipients on a sent envelope.

Void envelope

Void a DocuSign envelope.

Tips

• Cancels a sent envelope before completion. voidedReason is required and shown to recipients.

FAQ

Demo vs production – how do I switch?

Demo is account-d.docusign.com / appdemo.docusign.com. Production is account.docusign.com. The connector handles the URL automatically based on which environment you authenticated against. Use two separate connections for each.

Where do I find my account_id?

DocuSign admin console → Settings → Plan & Billing → API Account ID. The connector reads this automatically on connect; you don't typically pass it manually.

Why is my envelope stuck in 'created' status?

Created envelopes are drafts. Either set status='sent' on create or call Update Envelope to transition to sent. Sent envelopes get emailed to signers.

How long before recipients receive the email?

Immediately on status=sent. If they don't see it, check DocuSign Insight (admin console) for delivery status – sometimes corporate filters quarantine the email.

Can I download the signed document?

Yes – once status='completed', call Get Document with document_id of the original document. For the audit trail, use document_id='certificate'.

Related connectors

• Adobe-sign
• Pandadoc