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DocuSign Extended

Link to plugin page: https://zeroqode.com/plugin/docusign-extended-plugin-for-bubble--1545188606265x148996490156310530

Introduction

Integrate eSignatures into your application in minutes. DocuSign's secure and award-winning eSignature API makes requesting signatures, automating forms, and tracking documents directly from your app easy.

Prerequisites: You must have an account with DocuSign to interact with DocuSign. Create your development account at: https://developers.docusign.com/

Integration

First of all, you should go to your DocuSign account and find the icon with your logo. Click it and select the "My Apps & Keys" tab:

On the page, find your application (if there is one) or create a new one and take the App ID:

Create an object (JSON) with three elements using the following example: {"Username":"YOUR-USERNAME","Password":"YOUR-PASSWORD","IntegratorKey":"YOUR_APP-ID"} where:

  1. YOUR-USERNAME is your login for authentication

  2. YOUR-PASSWORD is your password for authentication

  3. YOUR-APP-ID is the application ID obtained in the previous step

Paste the resulting object into the plugin settings field.

Get the external account number (int) or account id GUID.

For many calls, you'll need the account number (int) or account id GUID.

In the instruction below we'll show you where you can find it.

  1. In your account dashboard open the 'Apps and Keys' tab.

  2. In the top-left corner will be your App name with the account number (int).

  3. A little bit lower in the center will be account id CUID.

PLEASE NOTE! You can use either of the identifiers (account number or account ID), but NOT both in the one call!

Now you can use all plugins options!

Plugin content

Data calls

  1. Get Login Info & Base URL - Retrieves account information for the authenticated user. Since the API is sessionless, this method does not actually log you in. Instead, the method returns information about the account or accounts that the authenticated user has access to. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment.

  2. Get Account Info (data) - Retrieves the account information for the specified account.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above).

  3. List Envelopes - Retrieves a list of envelopes that match your request. A large set of optional filters let you filter by date, by envelope ID, or by status codes.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID(see the instructions above). from_date - This filter parameter will show you all envelopes from the specified date. (e.g. - Thu Dec 14 2017)

  4. List Templates - Retrieves the list of templates for the specified account.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID.

  5. Get Envelope (Data) - Retrieves the overall status for the specified envelope.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID(see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec

  6. Get Template (Data) - Retrieves the definition of the specified template. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). templateID - The ID of the template being accessed.

  7. List Documents in envelope - Retrieves a list of documents associated with the specified envelope. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec

  8. Download Document To Bubble - Retrieves the specified document from the envelope.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec documentID - The ID of the document being accessed.

Actions

  1. Get Login Info & Base URL(Action) - Retrieves account information for the authenticated user. Since the API is sessionless, this method does not actually log you in. Instead, the method returns information about the account or accounts that the authenticated user has access to. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment.

  2. Create & Send Envelope - Creates and sends an envelope or creates a draft envelope. Envelopes are fundamental resources in the DocuSign platform.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above)

  3. Get Account Info (action) - Retrieves the account information for the specified account.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above).

  4. Get Envelope (Action) - Retrieves the overall status for the specified envelope.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec

  5. Get Template (Action) - Retrieves the definition of the specified template. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). templateID - The ID of the template being accessed.

  6. Update Template - Updates an existing template.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). templateID - The ID of the template being accessed. JSON_Body - A JSON object in which you can pass which fields you want to change. The object must contain data in the format "key": "value". E.g. { "brandLock": "false", "emailBlurb": "test blurb2" }

  7. Download Document To Bubble - Retrieves the specified document from the envelope.

    Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec documentID - The ID of the document being accessed.

  8. Create View Link (deprecated) - Create view link. (deprecated) Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see )DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec

    email - Email return url - The URL to be redirected to after the console view session has ended

  9. Create Console View Link - Returns a URL that allows you to embed the authentication view of the DocuSign UI in your applications. Fields: server - is the data center location of your production account (for example, NA1, NA2, or EU). For DEV mode use {demo}. For a full list of sites, see DocuSign eSignature public certificates. To access production API endpoints, you'll need to enable your integration key in the production environment. account_id - The external account number (int) or account id GUID (see the instructions above). envelopeID - The envelope's GUID. Eg 93be49ab-afa0-4adf-933c-f752070d71ec return_url - The URL to be redirected to after the console view session has ended.

  10. Delete View Link (deprecated) - Delete View Link (deprecated)

Changelogs

Demo to preview the settings: