Action: Test Bulk Send Request

Docusign Operation

The Test Bulk Send Request action validates a bulk send list and settings before actually sending envelopes, ensuring everything is configured correctly.

Example User Story

I want to test my bulk send request in DocuSign before sending, so I can confirm all recipient details and documents are correct.

Fields

Field Name	Field Type	Required
accountId	String	Yes
templateId	String	Yes
recipients	Array	Yes
status	String	No
bulkSendId	String	No

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "test-bulk-send-request",
  "state": "inDev",
  "meta": {
    "short": "Test Bulk Send Request",
    "description": "Send a bulk request to Docusign for testing purposes."
  },
  "input": [
    {
      "name": "accountId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The Docusign account ID."
      }
    },
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The Docusign template ID to use for the bulk send."
      }
    },
    {
      "name": "recipients",
      "type": "Array",
      "required": true,
      "meta": {
        "description": "List of recipient details for the bulk send."
      }
    }
  ],
  "output": [
    {
      "name": "status",
      "type": "String",
      "selector": ["status"],
      "meta": {
        "description": "The status of the bulk send request."
      }
    },
    {
      "name": "bulkSendId",
      "type": "String",
      "selector": ["bulkSendId"],
      "meta": {
        "description": "The ID of the created bulk send request."
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/v2.1/accounts/{{accountId}}/bulk_send",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"templateId\": \"{{templateId}}\", \"recipients\": {{recipients}}}",
          "placeholders": [
            {
              "name": "templateId",
              "type": "String",
              "description": "The Docusign template ID.",
              "required": true
            },
            {
              "name": "recipients",
              "type": "Array",
              "description": "List of recipient details.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}