Action: Bulk Send Envelope From Template

Docusign Operation

The Bulk Send Envelope From Template action sends personalized envelopes to multiple recipients using a single template.

Example User Story

I want to bulk send personalized onboarding contracts from a template to 50 new employees, so each receives their tailored agreement automatically.

Fields

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

Related Connections

Docusign

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "bulk-send-envelope-from-template",
  "state": "inDev",
  "meta": {
    "short": "Bulk Send Envelope From Template",
    "description": "Sends an envelope to multiple recipients using a template."
  },
  "input": [
    {
      "name": "templateId",
      "type": "String",
      "required": true,
      "meta": {
        "description": "The ID of the template to use for the envelope."
      }
    },
    {
      "name": "recipients",
      "type": "Array",
      "required": true,
      "meta": {
        "description": "List of recipient objects, each containing email, name, and roleName."
      }
    },
    {
      "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."
      }
    },
    {
      "name": "status",
      "type": "String",
      "selector": ["status"],
      "meta": {
        "description": "The status of the envelope."
      }
    },
    {
      "name": "uri",
      "type": "String",
      "selector": ["uri"],
      "meta": {
        "description": "The URI of the created 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\":{{recipients}}}",
          "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": "recipients",
              "type": "String",
              "description": "JSON array of recipient objects.",
              "required": true
            }
          ]
        }
      }
    }
  ]
}