Table of Contents

DocuSign

Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

Redirect url

https://integrator.boost.space/oauth/cb/docusign

DocuSign

With DocuSign modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can monitor and retrieve envelope statusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently., search and retrieve envelopes, or download and send a document to sign in your DocuSign account.

To use DocuSign modules, you must have a DocuSign account. You can create an account at go.docusign.com/o/trial.

Refer to the DocuSign API documentation for a list of available endpoints.

Connect DocuSign to Boost.space Integrator

To make the connection in Boost.space Integrator:

Log in to your Boost.space Integrator account, add a DocuSign modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Optional: Click Show advanced settings and enter your custom app client credentials.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more DocuSign modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Create a custom application in Boost.space Integrator

To create the DocuSign custom application and retrieve your client credentials:

Log in to your DocuSign account.
In the upper right, click Settings.
In the left menu, under Integrations, click Apps and Keys.
Click ADD APP AND INTEGRATION KEY.
Under App Name, click CREATE APP.
Under General Info, copy the Integration Key and store it in a safe place.
Under Authentication, click +ADD SECRET KEY and store it in a safe place.
Under Additional settings, for Redirect URIs, add https://integrator.boost.space/oauth/cb/docusign
Click Save.

You will use these values in the <Integration Key (Client ID) > and <Client Secret > fields in Boost.space Integrator.

Envelope

Watch Events

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when an envelope changes its status.

	Note
	This is available only for Business Pro DocuSign eSignature pricing plan and higher.

The webhook URL needs to be generated in Boost.space Integrator and then added to DocuSign’s integrations settings.

Add the Watch Events module to your Boost.space Integrator scenario.
Generate and copy the webhook URL.
Log in to your DocuSign account.
Go to Settings > Connect.
Click Add Configuration, and select Custom.

Fill in the fields as follows:

Name	Enter the name of the webhook.
URL to Publish	Enter the webhook URL you have copied in step 2 above.
Include	Select the information that you want to include in the webhook.
TriggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. Events	Select events that will trigger the webhook and the Watch Events module in your Boost.space Integrator scenario.

Click the Add button () to save and close the dialog.

Now, every time the specified events occur in your DocuSign account, the Watch Events module in your Boost.space Integrator scenario is triggered.

Note

The module returns the data in the XML format. To further process the returned data, please add the XML>Parse XML module after the Watch Events module.

Search Envelopes

Searches for envelopes by the filter settings.

Connection	Establish a connection to your DocuSign module.
Account	Select the account you want to search for envelopes.
From Date	Enter the date and time to start looking for status changes.
To Date	Enter the date and time to stop looking for status changes.
Envelope IDs	Add the envelope IDs to filter returned envelopes by.
Transaction IDs	Add the envelope transaction IDs to filter returned envelopes by. Transaction IDs are only valid for seven days.
Status	Select the envelope statusesIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. you want to be included in the result.
From To Status	Select the envelope status that you are checking for. For example, if you select `Changed`, the module returns a list of envelopes that changed status during the `From date` to `To date` time period.
Search	Enter the search term you want to use to filter the list of returned envelopes.
Order	Select whether you want to return envelopes in ascending or descending order.
Order By	Select the property you want to sort returned envelopes by.
Limit	Set the maximum number of envelopes Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..
UserCan use the system on a limited basis based on the rights assigned by the admin. Filter	Returns envelopes where the authenticated user is the recipient, the sender, or the recipient only.
Include in Response	Select additional information to return about the envelopes. `Custom Fields`: The custom fieldsA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. associated with the envelope. `Documents`: The documents associated with the envelope. `Attachments`: The attachments associated with the envelope. `Extensions`: Information about the email settings associated with the envelope. `Folders`: The folders where the envelope exists. `Recipients`: The recipients associated with the envelope. `Powerform`: The PowerForms associated with the envelope. `Payment tabs`: The payment tabs associated with the envelope.

Get an Envelope Status

Retrieves envelope details.

Connection	Establish a connection to your DocuSign module.
Account	Select the account that contains the envelope you want to retrieve details about.
Envelope ID	Enter (map) the ID of the envelope you want to retrieve details about.
Include in Response	Select additional information to return about the envelopes. `Custom Fields`: The custom fields associated with the envelope. `Documents`: The documents associated with the envelope. `Attachments`: The attachments associated with the envelope. `Extensions`: Information about the email settings associated with the envelope. `Folders`: The folders where the envelope exists. `Recipients`: The recipients associated with the envelope. `Powerform`: The PowerForms associated with the envelope. `Tabs`: The tabs associated with the envelope. `Payment tabs`: The payment tabs associated with the envelope.

Download a Document

Downloads a specified document from the envelope.

Connection	Establish a connection to your DocuSign module.
Account	Select the account you want to download a document from.
Envelope ID	Enter (map) the ID or select the envelope that contains the document you want to download.
Document ID	Enter (map) the ID or select the document you want to download.
Certificate	Select the No option to exclude the envelope signing certificate from the download.
Documents by User ID	When the Yes option is selected, it allows the recipients to get documents by their user ID. For example, if a user is included in two different routing orders with different visibilities, using this option returns all of the documents from both routings.
Encrypt	When enabled, the PDF bytes returned in response are encrypted for all the key managersIn Boost.space, a Manager is a role within a space that allows an individual to manage members and other managers, view and manage records, and modify space settings, such as status lists and labels. configured on your DocuSign account.
Show Changes	When set to Yes, any changed fields for the returned PDF are highlighted in yellow, and optional signatures or initials are outlined in red.
Watermark	When set to Yes, the account has the watermark feature enabled, and the envelope is not complete, the watermark for the account is then added to the PDF documents. This option can remove the watermark.
Language	Select the language of the Certificate of Completion in the output.

Get Envelope Form Data

Downloads the envelope and field data from any in progress, completed, or canceled envelope that you sent or that is shared with you.

	Note
	To use this module, go to DocuSign Settings > Sending Settings and enable the Allow sender to download form data option. Otherwise, the `[400] This User lacks sufficient permissions` errorService is unavailable due to a failure, a service responds with unexpected data or the validation of input data fails. will be returned.

Connection	Establish a connection to your DocuSign module.
Account	Select the account that contains the envelope you want to retrieve the form data from.
Envelope ID	Enter (map) the ID of the envelope you want to retrieve the form data from.

Send a Document to Sign

Sends a document to signers.

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope with the document you want to send in order to be signed.

Draft

Enable this option to save the envelope as a draft. If disabled, the envelope will be sent to recipients.

Signers

Add the signers you want to send the document to.

Email

Enter the recipient’s email address. The system sends notifications about the documents to be signed to this address.

Name

Enter the full legal name of the recipient. Maximum Length: 100 characters.

Recipient ID

Enter the ID you want to assign to the recipient.

Recipient ID is a local reference that senders use to map recipients to other objects, such as specific document tabs. Within an envelope, each Recipient ID must be unique, but there is no uniqueness requirement across envelopes. For example, many envelopes assign the first recipient a Recipient ID of 1.

Add Access Code

Enable this option, and enter the code.

If you enter a value, the recipient must enter the value as the access code to view and sign the envelope.

Maximum Length: 50 characters, and it must conform to the account’s access code format setting.

If blank, but the signer Access Code property is set in the envelope, then that value is used.

If blank, and the signer Access Code property is not set, then the access code is not required.

Note

Enter a note that is sent to the recipient in the signing email. This note is unique to this recipient. In the user interface, it appears near the upper left corner of the document on the signing screen. Maximum Length: 1000 characters.

Subject

Enter the subject of the email used to send the envelope.

Message

Enter the content of the email blurb.

Documents

Add documents you want to send.

Source File	Map the file you want to upload from the previous module (e.g., HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.
Document ID	Specify a numeric ID that must be unique within the envelope.

Send a Document From Template to Sign

Creates and sends an envelope from a template.

Connection

Establish a connection to your DocuSign module.

Account

Select the account that contains the envelope with the document template you want to send in order to be signed.

Template

Enter (map) or select the template you want to send a document from.

Draft

Enable this option to save the envelope as a draft. If disabled, the envelope will be sent to recipients.

Subject

Enter the subject of the email used to send the envelope.

Message

Enter the content of the email blurb.

Template Recipients

Add the signers of the document.

Email	Enter the recipient’s email address. The system sends notifications about the documents to be signed to this address.
Name	Enter the full legal name of the recipient. Maximum Length: 100 characters.
Role Name	Enter the role of the signer. For more details about templates please refer to the DocuSign’s Templates article.

Other

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your DocuSign module.

Account

Select the account you want to make an API call for.

URL

Enter a path relative to https://<server>.docusign.net/restapi.If you use {accountId} in the path, it will be replaced with the account ID from the selected account automatically.

For example: /v1/org.

	Note
	For the list of available endpoints, refer to the DocuSign API Reference.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we’ve already done that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – List Envelopes

The following API call returns envelopes from the specified date in your DocuSign account:

URL:

/v2.1/accounts/{accountId}/envelopes/

Method:

GET

Query String:

Key: from_date

Value: YYYY-MM-DD Specifies when the request begins checking for status changes for envelopes in the account.

The result can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body > envelopes.

In our example, 6 envelopes were returned:

	Note
	The module returns the data in the XML format. To further process the returned data, please add the XML>Parse XML module after the Watch Events module.