Docusign

Overview

Pre-built tooling

✅ Authorization
ToolsStatus
Pre-built authorization (OAuth)✅
Credentials auto-refresh✅
Auth parameters validation✅
Pre-built authorization UI✅
Custom authorization UI✅
Expired credentials detection✅
✅ Read & write data
ToolsStatus
Pre-built integrations✅
API unification✅
2-way sync✅
Webhooks from Tenklo on data modifications✅
Real-time webhooks from 3rd-party API🚫 (time to contribute: <48h)
Proxy requests✅
✅ Observability & data quality
ToolsStatus
HTTP request logging✅
End-to-end type safety✅
Data runtime validation✅
OpenTelemetry export✅
Slack alerts on errors✅
Integration status API✅
✅ Customization
ToolsStatus
Create or customize use-cases✅
Pre-configured pagination🚫 (time to contribute: <48h)
Pre-configured rate-limit handling🚫 (time to contribute: <48h)
Per-customer configurations✅

Others

Function nameDescriptionTypeSource code
add-group-usersAdd users to a groupAction🔗 Github
create-connect-configurationCreate a Connect webhook configuration to receive envelope event notifications.Action🔗 Github
create-envelope-from-templateCreate an envelope using a template, supplying role assignments and pre-fill data.Action🔗 Github
create-envelopeCreate or send an envelope with documents and recipientsAction🔗 Github
create-groupCreate one or more custom groups.Action🔗 Github
create-recipient-tabsAdd signature, date, text, checkbox and other tabs to a recipient on a draft envelope.Action🔗 Github
create-recipient-viewGenerate an embedded signing URL for a recipientAction🔗 Github
create-templateCreate a reusable envelope template with documents, roles, and tabs.Action🔗 Github
create-userCreate a new account user.Action🔗 Github
delete-connect-configurationDelete a Connect webhook configurationAction🔗 Github
delete-envelope-recipientsRemove recipients from a draft envelope.Action🔗 Github
delete-envelopeMove a draft envelope to the recycle bin (soft delete).Action🔗 Github
delete-groupsDelete one or more custom groupsAction🔗 Github
delete-userClose/remove users from the account.Action🔗 Github
get-account-settingsRetrieve all account-level settings and feature flags.Action🔗 Github
get-brandRetrieve a specific brand by ID. Requires Branding feature (enterprise plans).Action🔗 Github
get-envelope-audit-eventsRetrieve the audit trail for an envelope.Action🔗 Github
get-envelope-form-dataRetrieve form field (tab) data filled in by recipients.Action🔗 Github
get-envelopeRetrieve a single envelope's metadata.Action🔗 Github
get-templateRetrieve a template by ID including documents, recipients, and tabs.Action🔗 Github
get-userRetrieve a user's detailed profile and settings.Action🔗 Github
list-brandsList branding profiles for the account. Requires Branding feature (enterprise plans).Action🔗 Github
list-connect-configurationsList Connect (webhook) configurations for the account.Action🔗 Github
list-envelope-documentsList document metadata for an envelope (no binary download).Action🔗 Github
list-envelope-recipientsList all recipients for an envelope.Action🔗 Github
list-envelopesSearch and list envelopes with filters.Action🔗 Github
list-folder-envelopesList envelopes contained in a specific folder.Action🔗 Github
list-foldersList all envelope folders for the authenticated user.Action🔗 Github
list-group-usersList users that belong to a specific group.Action🔗 Github
list-groupsList all account groups.Action🔗 Github
list-permission-profilesList all permission profiles for the account.Action🔗 Github
list-recipient-tabsRetrieve all tabs for a specific recipient in an envelope.Action🔗 Github
list-signing-groupsList signing groups (shared signature groups) for the account.Action🔗 Github
list-template-recipientsList recipient roles defined in a templateAction🔗 Github
list-templatesList account templates with optional search and paginationAction🔗 Github
list-usersList account users with optional filters.Action🔗 Github
remove-group-usersRemove users from a group.Action🔗 Github
update-connect-configurationUpdate an existing Connect webhook configuration.Action🔗 Github
update-envelope-recipientsUpdate recipients on a draft envelopeAction🔗 Github
update-envelopeUpdate a draft envelope's fields (subject, email body, expiration, etc.).Action🔗 Github
update-groupUpdate a group's name or permission profile.Action🔗 Github
update-recipient-tabsUpdate tabs on a recipient in a draft envelope.Action🔗 Github
update-templateUpdate a template's metadata: name, description, emailSubject, or emailBlurb.Action🔗 Github
update-userUpdate a user's profile or settings.Action🔗 Github
void-envelopeVoid a sent envelope that has not yet been completed.Action🔗 Github
brandsSync branding profiles. Requires Branding feature (enterprise plans).Sync🔗 Github
connect-configurationsSync Connect webhook configurations with full-refresh delete trackingSync🔗 Github
custom-fieldsSync account-level custom field definitions (text and list types).Sync🔗 Github
envelopesSync envelope metadata incrementally by last-modified date.Sync🔗 Github
foldersSync envelope folder structure with full-refresh delete tracking.Sync🔗 Github
groupsSync account groups with full-refresh delete tracking.Sync🔗 Github
permission-profilesSync account permission profiles with full-refresh delete tracking.Sync🔗 Github
signing-groupsSync signing groups (shared signature pools) with full-refresh delete tracking.Sync🔗 Github
templatesSync template metadata with full-refresh delete tracking.Sync🔗 Github
usersSync account users with full-refresh delete tracking.Sync🔗 Github

Access requirements

Pre-RequisitesStatusComment
Paid dev account❓
Paid test account❓
Partnership❓
App review❓
Security audit❓

Setup guide

No setup guide yet.

Need help getting started? Get help in the community.
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API gotchas

  • Use the docusign-sandbox configuration in Tenklo to test your integration with the Docusign Developer account.
  • Remember, the DocuSign integration key is actually the 'client ID'. Also, you'll need to add a 'secret key' when creating your app.
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