Action: Send Envelope Using Template

Docusign Operation

The Send Envelope Using Template action generates and sends a signing request using a pre-made DocuSign template.

Example User Story

I want to send onboarding agreements using our DocuSign template, so new hires can sign all required documents quickly and consistently.

Fields

Field Name	Field Type	Required
templateId	String	Yes
recipientEmail	String	Yes
recipientName	String	Yes
status	String	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "send-envelope-using-template",
  "state": "inDev",
  "meta": {
    "short": "Send Envelope Using Template",
    "description": "Sends an envelope using a specified template in DocuSign."
  },
  "input": [
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the template to use for the envelope."
      }
    },
    {
      "name": "recipientEmail",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The email address of the recipient."
      }
    },
    {
      "name": "recipientName",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The name of the recipient."
      }
    },
    {
      "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": "{\"templateId\":\"{{templateId}}\",\"status\":\"{{status}}\",\"templateRoles\":[{\"email\":\"{{recipientEmail}}\",\"name\":\"{{recipientName}}\",\"roleName\":\"signer\"}]}",
          "placeholders": [
            {
              "name": "templateId",
              "type": "String",
              "description": "The ID of the template to use for the envelope.",
              "required": true
            },
            {
              "name": "status",
              "type": "String",
              "description": "The status of the envelope.",
              "required": false,
              "default": "sent"
            },
            {
              "name": "recipientEmail",
              "type": "String",
              "description": "The email address of the recipient.",
              "required": true
            },
            {
              "name": "recipientName",
              "type": "String",
              "description": "The name of the recipient.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}