Integration

DocuSign

Create, send, and track approved DocuSign envelopes after a call.

Description

AIM AI can be configured to prepare or update a selected DocuSign envelope after a caller completes a defined step. Templates, recipients, documents, delivery timing, and signing permissions are confirmed before implementation.

Authentication

DocuSign OAuth 2.0 using JWT or an authorization-code grant is required.
Exact account, templates, and approved actions are confirmed during workflow scoping.

Supported Actions (18)

These are the operations this integration can perform after the required credentials and permissions are approved.

Get Account
Add Documents
Download Document
List Envelope Documents
Create Envelope
Create Sender View
Get Envelope
Get Envelope Form Data
List Envelopes
Send Envelope
Update Envelope
Void Envelope
List Folder Envelopes
List Folders
Add Recipients
Create Recipient View
Get Template
List Templates

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

Template

Representative workflow configuration for Template.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-service-info-001",
  "nodeParams": {
    "action": "get_service_info",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN"
    }
  }
}

Template

Representative workflow configuration for Template.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-create-envelope-001",
  "nodeParams": {
    "action": "create_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "body": {
        "emailSubject": "Please sign this document",
        "documents": [
          {
            "documentBase64": "BASE64_ENCODED_DOCUMENT",
            "name": "contract.pdf",
            "fileExtension": "pdf",
            "documentId": "1"
          }
        ],
        "recipients": {
          "signers": [
            {
              "email": "signer@example.com",
              "name": "Signer Name",
              "recipientId": "1"
            }
          ]
        },
        "status": "created"
      }
    }
  }
}

DocuSign: Send Envelope

Representative workflow configuration for DocuSign: Send Envelope.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-send-envelope-001",
  "nodeParams": {
    "action": "send_envelope",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "status": "sent"
      }
    }
  }
}

DocuSign: List Folders

Representative workflow configuration for DocuSign: List Folders.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-list-folders-001",
  "nodeParams": {
    "action": "list_folders",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "include": "templates"
    }
  }
}

DocuSign: List Templates

Representative workflow configuration for DocuSign: List Templates.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-list-templates-001",
  "nodeParams": {
    "action": "list_templates",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "include": "documents"
    }
  }
}

DocuSign: List Recipients

Representative workflow configuration for DocuSign: List Recipients.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-list-recipients-001",
  "nodeParams": {
    "action": "list_recipients",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE"
    }
  }
}

DocuSign: Create Sender View

Representative workflow configuration for DocuSign: Create Sender View.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-sender-view-001",
  "nodeParams": {
    "action": "create_sender_view",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "returnUrl": "https://yourapp.com/preview-done"
    }
  }
}

DocuSign: Add Documents

Representative workflow configuration for DocuSign: Add Documents.

JSON

{
  "automationType": "docusign",
  "nodeId": "docusign-add-docs-001",
  "nodeParams": {
    "action": "add_documents",
    "params": {
      "accessToken": "YOUR_DOCUSIGN_ACCESS_TOKEN",
      "accountId": "YOUR_ACCOUNT_ID",
      "envelopeId": "ENVELOPE_ID_HERE",
      "body": {
        "documents": [
          {
            "documentBase64": "BASE64",
            "name": "extra.pdf",
            "fileExtension": "pdf",
            "documentId": "2"
          }
        ]
      }
    }
  }
}