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DocuSign

UpdatedMay 22, 2026Reading time1 min read

What it does

DocuSign sends envelopes for e-signature, tracks status, and lists envelopes via the DocuSign eSignature REST API. Uses OAuth2 (Authorization Code grant); the engine resolves your account's REST base URI from /oauth/userinfo on first action call.

Setup

  1. Create an Authorization Code Grant app in the DocuSign developer console (or production admin).
  2. Add redirect URI https://<your-domain>/callback/docusign.
  3. Copy the Integration Key (client_id) and Secret Key (client_secret).
  4. In FlowFn Admin → Platform Tools → DocuSign, paste Client ID, Client secret, and redirect URI.
  5. Connect from the FlowFn app and authorize with the signature + extended scopes.

Actions

  • Send Envelope — one base64-encoded document, signers, status (sent | created). Sign-here tabs are anchored on /sn1/ in the document.
  • Get Envelope — fetches a single envelope by id.
  • List Envelopes — paginated, with from_date and status filters.

Notes

Auth host is hardcoded to account.docusign.com (production). To use the developer sandbox, register a separate platform tool entry with account-d.docusign.com URLs.

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