Action: Create Envelope From Workspace

Docusign Operation

The Create Envelope From Workspace action generates a new signing envelope using documents already stored in a DocuSign workspace.

Example User Story

I want to create a signing envelope from our DocuSign workspace templates, so I can quickly send contracts to new clients without re-uploading files.

Fields

Field Name	Field Type	Required
templateId	String	Yes
status	String	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "create-envelope-from-workspace",
  "state": "inDev",
  "meta": {
    "short": "Create Envelope From Workspace",
    "description": "Creates an envelope from a template in a Docusign workspace."
  },
  "input": [
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the template to use for the envelope."
      }
    },
    {
      "name": "status",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The status of the envelope. Default is 'sent'.",
        "default": "sent"
      }
    }
  ],
  "output": [
    {
      "name": "envelopeId",
      "type": "String",
      "selector": ["envelopeId"],
      "meta": {
        "description": "The ID of the created envelope."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/v2.1/accounts/{{accountId}}/envelopes",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"status\":\"{{status}}\",\"templateId\":\"{{templateId}}\"}",
          "placeholders": [
            {
              "name": "status",
              "type": "String",
              "description": "The status of the envelope.",
              "required": false,
              "default": "sent"
            },
            {
              "name": "templateId",
              "type": "String",
              "description": "The ID of the template to use for the envelope.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}