DocuSign
Connect to DocuSign to manage envelopes, documents, and e-signatures. Supports sending documents for signature, managing templates, and tracking envelope status.
Connectors
Choose the connector that matches your authentication method. The options below use the names shown in StackAI.
DocuSign
OAuth sign-in
DocuSign (JWT)
JWT with an RSA private key
DocuSign
Connect to DocuSign to manage envelopes, documents, and e-signatures. Supports sending documents for signature, managing templates, and tracking envelope status.
Set up in DocuSign
Sign in to DocuSign with the account whose envelopes and templates you want to use.
Set up in StackAI
Open Settings → Connections, add a connection, and select DocuSign.
Complete the connector configuration below. If you do not have access to these settings, ask your StackAI administrator to configure the connector.
Select Connect, sign in to the provider account, and review the requested access. Complete authorization to return to StackAI.
Save the connection and check its connection status. Select this saved connection when configuring an action or feature that uses it.
Connector configuration
OAuth Scopes
Read-only
OAuth scopes for DocuSign API access. This value is shown for reference; it is not an editable credential.
Client Secret
Yes
OAuth 2.0 Client Secret from DocuSign developer settings.
Redirect URI
Read-only
Use this redirect URI when configuring your OAuth application. This value is shown for reference; it is not an editable credential.
Demo Environment
Optional / as applicable
Use the DocuSign demo environment (account-d). Disable for production.
Provider documentation: Setup reference.
DocuSign (JWT)
Connect to DocuSign using JWT Grant for server-side authentication. Uses an integration key and RSA private key to mint short-lived access tokens automatically. Ideal for unattended workflows and enterprise integrations.
Set up in DocuSign
In DocuSign’s Apps and Keys settings, select the integration and obtain its Integration Key. Add an RSA key pair and retain the private key.
Record the API user ID of the user to impersonate and the account ID. Grant consent for the integration to use the signature and impersonation scopes.
Use the API base URI for the same DocuSign account and environment.
Set up in StackAI
Open Settings → Connections, add a connection, and select DocuSign (JWT).
Enter the credentials and connection details in the fields below.
Save the connection and check its connection status. Select this saved connection when configuring an action or feature that uses it.
Connection fields
Integration Key
Yes
Your DocuSign Integration Key (client ID), found in DocuSign Admin Console under Apps and Keys.
User ID
Yes
API user ID (GUID) of the DocuSign user to impersonate. Find it in Admin Console under Users -> select user -> API Username.
RSA Private Key
Yes
RSA private key in PEM format. Generate one in Admin Console under Apps and Keys -> [your app] -> Add RSA Keypair, then paste the contents of the downloaded private key file here.
Account ID
Yes
Your DocuSign account ID (GUID). Find it in Admin Console under Apps and Keys -> My Account Information.
Base URI
Optional / as applicable
DocuSign base URI for API requests. Use https://demo.docusign.net for sandbox or your production base URI (e.g. https://na3.docusign.net). The environment (demo vs. production) is inferred from this URI.
Connection notes
Paste the complete RSA private key in PEM format. A public key cannot be used in this field.
JWT authorization requires user or administrator consent before the connection can act on behalf of the selected user.
Provider documentation: Setup reference 1, Setup reference 2.
Verify the connection
Check that the connection is healthy. Then run a read operation against a resource the connected account can access. A successful connection check confirms authentication; it does not guarantee permission for every action.
If access is denied, check the credential or OAuth permissions, the selected account or environment, and access to the specific resource. Update expired credentials or reconnect after permissions change.
Detailed setup guides
Use an action
Add the required DocuSign action to the workflow.
Select a connection when the action requests one.
Complete the required fields. Use the reference picker when a value comes from another workflow step.
Run the workflow and inspect the action’s output. Check the result before using it in a later step.
Actions
List Envelopes
Search and list DocuSign envelopes
Inputs
From Date
date
Yes
Start date for the envelope search.
To Date
date
No
End date for the envelope search.
Folder
select (string)
No
Which DocuSign folder to pull from. Mirrors the tabs in the DocuSign UI. Available values: Inbox (received), Sent, Action required, Completed, Drafts.
Status
select (string)
No
Filter by envelope status. Available values: Created, Sent, Delivered, Signed, Completed, Declined, Voided, Timed out.
Search Text
string
No
Search envelopes by subject or recipient name.
Outputs
Envelopes
array
List of envelopes matching the search criteria.
Total Count
number
Total number of envelopes matching the criteria.
Get Envelope
Get details for a specific DocuSign envelope
Inputs
Envelope
select (string)
Yes
Select an envelope or enter an envelope ID. Options load from the selected connection.
Outputs
Envelope
object
The envelope details.
Download Document
Download a document from a DocuSign envelope
Inputs
Envelope
select (string)
Yes
Select an envelope or enter an envelope ID. Options load from the selected connection.
Document
select (string)
Yes
Select a document. Use 'combined' for all documents as a single PDF or 'certificate' for the certificate of completion. Options load from the selected connection.
Outputs
Download URL
string
Temporary URL to download the document (expires in 1 hour).
Content Type
string
The MIME type of the document.
Envelope ID
string
The envelope the document belongs to.
Document ID
string
The downloaded document ID.
Send Envelope from Template
Create and send a DocuSign envelope from a template
Inputs
Template
select (string)
Yes
Select a DocuSign template to use. Options load from the selected connection.
Email Subject
string
Yes
The subject line of the email sent to recipients.
Template Roles (JSON)
textarea
Yes
JSON array of template role assignments. Each object needs roleName, name, and email. Optionally include tabs to pre-fill document fields.
Outputs
Envelope ID
string
The ID of the created envelope.
Status
string
The status of the envelope (e.g., sent).
Envelope URI
string
The URI path for the envelope.
Get Recipient Status
Get the signing status of all recipients in a DocuSign envelope
Inputs
Envelope
select (string)
Yes
Select an envelope or enter an envelope ID. Options load from the selected connection.
Outputs
Recipients
array
List of recipients and their signing status.
Envelope ID
string
The envelope ID queried.
List Templates
List available DocuSign templates
Inputs
Search Text
string
No
Search templates by name.
Outputs
Templates
array
List of available templates.
Total Count
number
Total number of templates found.
Get Template Roles
Get the recipient roles and field labels defined on a DocuSign template
Inputs
Template
select (string)
Yes
Select a template to view its roles. Options load from the selected connection.
Outputs
Template Roles
array
Recipient roles defined on the template.
Template Name
string
The name of the template.
Get Tab Values
Get the field values filled in by a recipient on a DocuSign envelope
Inputs
Envelope
select (string)
Yes
Select an envelope or enter an envelope ID. Options load from the selected connection.
Recipient
select (string)
Yes
Select a recipient or enter a recipient ID. Options load from the selected connection.
Outputs
Tab Values
array
Field values filled in by the recipient.
Envelope ID
string
The envelope queried.
Recipient ID
string
The recipient queried.
Void Envelope
Void (cancel) a DocuSign envelope that is still in progress
Inputs
Envelope
select (string)
Yes
Select an envelope to void or enter an envelope ID. Options load from the selected connection.
Reason for Voiding
string
Yes
A reason for voiding the envelope (shown to recipients).
Outputs
Envelope ID
string
The voided envelope ID.
Status
string
The new status of the envelope (voided).
Triggers
A trigger starts a workflow when its configured event occurs. Configure the event and filters before enabling the trigger.
On Envelope Status Change
Trigger when a DocuSign envelope changes status (e.g., sent to completed, delivered to declined)
Configuration
Folder
select (string)
No
Watch envelopes in a specific DocuSign folder (e.g., Sent, Inbox, Action required). Leave blank to watch envelopes across all folders. Available values: Inbox (received), Sent, Action required, Completed, Drafts.
Status
select (string)
No
Only fire when envelopes reach this status. Leave blank to watch all status changes. Available values: Created, Sent, Delivered, Signed, Completed, Declined, Voided, Timed out.
Template (optional)
select (string)
No
Only watch envelopes created from a specific template. Leave blank to watch all envelopes. Options load from the selected connection.
Event inputs
Envelope ID
string
Yes
The ID of the envelope that changed. Default: .
Previous Status
string
No
The previous status of the envelope.
New Status
string
Yes
The new status of the envelope. Default: .
Email Subject
string
No
The subject line of the envelope.
Status Changed Date
string
Yes
When the status changed. Default: .
Envelope Data
string
Yes
Full envelope data as JSON. Default: .
Outputs
Envelope ID
string
The ID of the envelope that changed.
Previous Status
string
The previous status of the envelope.
New Status
string
The new status of the envelope.
Email Subject
string
The subject line of the envelope.
Status Changed Date
string
When the status changed.
Envelope Data
string
Full envelope data as JSON.
On Recipient Completed
Trigger when a recipient completes signing a DocuSign envelope. Optionally filter to a specific envelope.
Configuration
Envelope (optional)
select (string)
No
Watch a specific envelope. Leave blank to watch all envelopes. Options load from the selected connection.
Template (optional)
select (string)
No
Only watch envelopes created from a specific template. Leave blank to watch all envelopes. Options load from the selected connection.
Event inputs
Envelope ID
string
Yes
The envelope the recipient signed. Default: .
Recipient Email
string
Yes
Email of the recipient who completed signing. Default: .
Recipient Name
string
Yes
Name of the recipient who completed signing. Default: .
Signed Date
string
Yes
When the recipient completed signing. Default: .
Email Subject
string
No
The subject line of the envelope.
Envelope Status
string
Yes
Current status of the envelope. Default: .
Tab Values (JSON)
string
No
Field values filled in by the recipient, as a JSON string. Default: .
Outputs
Envelope ID
string
The envelope the recipient signed.
Recipient Email
string
Email of the recipient who completed signing.
Recipient Name
string
Name of the recipient who completed signing.
Signed Date
string
When the recipient completed signing.
Email Subject
string
The subject line of the envelope.
Envelope Status
string
Current status of the envelope.
Tab Values (JSON)
string
Field values filled in by the recipient, as a JSON string.
Important behavior
If an operation is denied, check the connection’s granted permissions and the account’s access in the provider. Reauthorize the connection when it needs additional permissions.
Actions that create, update, send, or delete data can change the connected service. Review their inputs before running them. A retry can repeat an operation; consider this when configuring retries for actions that change data.
The catalog lists the fields and capabilities available in the supplied provider definition. Availability can also depend on your deployment and organization’s Feature Access settings.
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