DocuSign eSignature

Track DocuSign envelopes, recipients, documents, form data and custom fields; create draft envelopes from templates and send them.

Start agreements from business events and update contracts, HR and finance records when they are signed.

Build a flow with DocuSign eSignature Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

envelope audit events

List envelope audit events
Source
The envelope history: who did what and when.

envelope custom fields

Add envelope custom field
Destination
Not retried automatically
Adds a text custom field (for example a CRM or deal ID) to an envelope.
List envelope custom fields
Source
Text and list custom fields on an envelope.
Update envelope custom field
Destination
Duplicate protected
Changes the value of an existing text custom field.

envelope documents

List envelope documents
Source
Document metadata for an envelope; contents are not downloaded.

envelope form data

Get envelope form data
Source
Values recipients entered in the envelope's fields (tabs).

envelope recipients

List envelope recipients
Source
Every recipient on an envelope with routing order and signing status.

envelopes

Create draft envelope from template
Destination
Not retried automatically
Creates a draft (status created) envelope from a server template with recipients for each role. Nothing is emailed.
Get envelope
Source
Envelope status with recipients and custom fields.
List envelopes
Source
Incremental
Envelopes whose status changed since a date, optionally filtered by status.
Send envelope
Destination
Not retried automatically
High risk: sends a draft envelope, emailing every recipient a legally binding signature request.

templates

Get template
Source
A template with its recipient roles, for mapping Create draft envelope.
List templates
Source
Server templates available to the user.

Authentication

DocuSign integration key, secret and refresh token (Authorization Code Grant)

Plans and access

eSignature plans with API access; the free developer account covers the demo environment. Integration keys must pass Go-Live review before they work in production. Calls are limited per account per hour.

Test environment

Free developer accounts use demo.docusign.net with account-d.docusign.com.

Rate limits

3,000 API calls per hour per account (burst 500 per 30 seconds); poll an envelope's status at most once every 15 minutes. HTTP 429.

Provider events

DocuSign Connect and envelope-level eventNotification webhooks (HMAC signed). Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Envelopes are created only from server templates; uploading document files is not implemented.
Envelope creation and sending have no idempotency key; uncertain writes are not repeated automatically.
Voiding, correcting recipients, resending and document downloads are not implemented.
Polling is subject to DocuSign's polling rules; prefer Connect for status updates once triggers are available.
Nexra has no separate risk flag; sending is marked as a send action and described as high risk.