Docusign

The DocuSign API provides programmatic access to DocuSign’s electronic signature and document workflow platform. It allows applications to create, send, and manage digital documents that require signatures, approvals, or other recipient actions. Through the API, developers can upload documents, define signature fields, set routing orders, add recipients, and track envelope status as documents move through a workflow. The system supports various document formats, multi-step approval processes, and notifications when recipients complete or decline actions.

The API uses REST endpoints and JSON payloads, with OAuth 2.0 managing authentication and access tokens. It also includes features for template management, embedded signing within web or mobile applications, retrieving completed documents, and accessing audit trails for compliance. Advanced operations include bulk sending, conditional routing, and integration with identity verification services. The DocuSign API is widely used in systems that need automated document workflows—such as contract management, HR onboarding, financial services, and internal approval processes.

Documentation URL: https://developers.docusign.com/docs/esign-rest-api/reference/

Installable Elements


Base Elements

These elements are required for the templates below to work

  • Remote Site Setting enabling access to the Docusign Demo API base URL

  • Remote Site Setting enabling access to the Docusign Live API base URL

  • Authentication Provider used to authenticate into Docusign Demo API.

  • Authentication Provider used to authenticate into Docusign Live API.

  • Docusign Named Credentials for use with a demo Docusign instance

  • Docusign Named Credentials for use with a live Docusign instance

Signatures

API calls for signatures

  • API Callout Template to send a signature request

In order to install this in your org, you need to access the library from the Declarative Webhooks app in your Salesforce org, Declarative Webhooks Library tab.