ActionDocuSignUpdated May 2026

How do I send a DocuSign envelope?

Short answer: Drop the "DocuSign → Send Envelope" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 4 DocuSign actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Account ID account_id	string	Required	Your DocuSign account ID (GUID). Found in DocuSign Admin → API and Keys.
Email Subject email_subject	string	Required	Subject line for the signature request email
Signer Email signer_email	string	Required	Email address of the signer
Signer Name signer_name	string	Required	Full name of the signer
Document (Base64) document_base64	string	Required	Base64-encoded content of the document to be signed
Document Name document_name	string	Required	File name of the document (e.g. Contract.pdf)

Sample request

{
  "account_id": "e.g. ae34abc5-1234-5678-abcd-1234567890ab",
  "email_subject": "Please sign this document",
  "signer_email": "signer@example.com",
  "signer_name": "John Doe",
  "document_base64": "{{trigger.document_base64}}"
}

Returns

{
  "uri": "/envelopes/a1b2c3d4-5678-90ab-cdef-1234567890ab",
  "status": "sent",
  "envelopeId": "a1b2c3d4-5678-90ab-cdef-1234567890ab",
  "statusDateTime": "2026-04-23T10:30:00.0000000Z"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Send Envelope.

Any of these apps can fire this action as part of a workflow.

Google Sheets → DocuSign

2 Google Sheets triggers

HubSpot → DocuSign

18 HubSpot triggers

FAQ

Questions about Send Envelope.

What does the Send Envelope action do in DocuSign?

Creates and sends an envelope from a template or raw document. Optional templateRoles map template roles to actual signer emails. The standard contract-send workflow once you have the template designed in DocuSign admin.

What inputs does Send Envelope require?

Required: Account ID, Email Subject, Signer Email, Signer Name, Document (Base64), Document Name. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if DocuSign returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Send Envelope support batch operations?

Yes. Run Send Envelope inside a Loop node to process arrays. Tiny Command handles DocuSign's rate limits automatically so you don't have to throttle manually.

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