DocuSign
Connect to your users' DocuSign accounts.
You'll need the following information to set up your DocuSign App with Paragon Connect:
- Client ID
- Client Secret
- Scopes Requested
Under Integrations > Connected Integrations > {YOUR_APP} > Settings, fill out your credentials from your developer app in their respective sections:
- Client ID: Found under Apps and Keys section on your DocuSign App page.
- Client Secret: Found under Apps and Keys section on your DocuSign App page.
- Permissions: Select the scopes you've requested for your application.
Leaving the Client ID and Client Secret blank will use Paragon development keys.
Once your users have connected their DocuSign account, you can use the Paragon SDK to access the DocuSign API on behalf of connected users.
Any DocuSign API endpoints can be accessed with the Paragon SDK as shown in this example.
// You can find your project ID in the Overview tab of any Integration
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
// Get recipient signature information for a signer
await paragon.request("docusign", "/restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/signature", {
method: "GET"
});
// List documents associated with a DocuSign envelope object
await paragon.request("docusign", "/restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents
", {
method: "GET"
});
// Get a list of invoices for the account
await paragon.request("docusign", "/billing_invoices", {
method: "GET"
});
Once your DocuSign account is connected, you can add steps to perform the following actions:
- Create an Envelope
- Get Envelope by ID
- Update Envelope
- Send an Envelope
- Search Envelopes
- Envelope Custom Fields (CRUD)
You can also use the DocuSign Request step to access any of DocuSign's API endpoints without the authentication piece.
When creating or updating records in DocuSign, you can reference data from previous steps by typing
{{ to invoke the variable menu.Last modified 8mo ago