Action: Create Signature Request

Docusign Operation

The Create Signature Request action generates and sends a new envelope for one or more recipients to sign electronically.

Example User Story

I want to create a signature request for a new client contract, so they can review and sign it quickly and securely.

Fields

Field Name	Field Type	Required
emailSubject	String	Yes
templateId	String	Yes
recipients	Array	Yes
status	String	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "create-signature-request",
  "state": "inDev",
  "meta": {
    "short": "Create Signature Request",
    "description": "Creates a new signature request in Docusign"
  },
  "input": [
    {
      "name": "emailSubject",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The subject of the email sent to recipients"
      }
    },
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the template to use for the signature request"
      }
    },
    {
      "name": "recipients",
      "type": "Array",
      "required": true,
      "meta": {
        "description": "List of recipient emails and roles"
      }
    },
    {
      "name": "status",
      "type": "String",
      "required": false,
      "meta": {
        "description": "The status of the envelope (e.g., 'sent', 'created')",
        "default": "sent"
      }
    }
  ],
  "output": [
    {
      "name": "envelopeId",
      "type": "String",
      "selector": ["envelopeId"],
      "meta": {
        "description": "The ID of the created envelope"
      }
    },
    {
      "name": "status",
      "type": "String",
      "selector": ["status"],
      "meta": {
        "description": "The status of the envelope"
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/v2.1/accounts/{{accountId}}/envelopes",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"emailSubject\":\"{{emailSubject}}\",\"templateId\":\"{{templateId}}\",\"status\":\"{{status}}\",\"templateRoles\":{{recipients}}}",
          "placeholders": [
            {
              "name": "emailSubject",
              "type": "String",
              "description": "The subject of the email sent to recipients",
              "required": true
            },
            {
              "name": "templateId",
              "type": "String",
              "description": "The ID of the template to use for the signature request",
              "required": true
            },
            {
              "name": "status",
              "type": "String",
              "description": "The status of the envelope",
              "required": false,
              "default": "sent"
            },
            {
              "name": "recipients",
              "type": "Array",
              "description": "List of recipient emails and roles",
              "required": true
            }
          ]
        }
      }
    }
  ]
}