DocuSignintegration for SAPUGO
Send envelopes for signature and act when they are signed.
Unlimited members · No credit card · Hosted in the EU
Connects with
- Table
- 1
- View
- 1
- Workflow
- 1
- Workflow actions
- 12
- Business rule
- 1
What DocuSign does
Connect DocuSign to your workflows. Send a file for signature, or send envelopes from your templates to one signer or to a person in each role, and make an embedded signing link for your own app; read envelopes and their recipients, list what changed, void or resend an envelope, and download the signed documents as one PDF with the certificate. Every envelope and recipient event from DocuSign Connect reaches one handler workflow, in a branch for its kind, checked with your Connect HMAC key. Sign in with DocuSign after install and add a Connect configuration. These calls cannot run inside a transaction.
- Send a file or a template, by email or embedded
- Envelopes, recipients and signed PDFs
- Void and resend
- Signed Connect events for envelopes and recipients
What it adds to your workspace
Everything below becomes part of your workspace, ready to use and yours to change.
1 table
- DocuSign events
1 view
- Failed notifications
1 workflow
- Handle DocuSign event
12 workflow actions
- Send document for signature
- Send template to signer
- Send from template
- Make signing link
- Get envelope
- List envelopes
- Get recipients
- Download documents
- Void envelope
- Resend envelope
- List templates
- Make template role
1 business rule
- Route DocuSign event
Set up DocuSign in three steps
- 1
Open it in SAPUGO
Sign in, or create a free workspace. A new workspace gets DocuSign added automatically.
- 2
Install the blueprint
Review what it adds to your workspace, then confirm. Nothing changes until you do.
- 3
Finish the setup
Enter API host, API account id, DocuSign sign-in, DocuSign Connect HMAC key. Values stay in your workspace.
What you will be asked for
- API hostSetting
- API account idSetting
- DocuSign sign-inSign-in
- DocuSign Connect HMAC keySigning secret
Keys and secrets are entered in your own workspace. They are never part of the blueprint.
DocuSign questions
What does the DocuSign integration do?
Connect DocuSign to your workflows. Send a file for signature, or send envelopes from your templates to one signer or to a person in each role, and make an embedded signing link for your own app; read envelopes and their recipients, list what changed, void or resend an envelope, and download the signed documents as one PDF with the certificate. Every envelope and recipient event from DocuSign Connect reaches one handler workflow, in a branch for its kind, checked with your Connect HMAC key.
Is the DocuSign integration free?
Yes. DocuSign is free to install on every SAPUGO plan, including the Free plan. You only need a SAPUGO workspace.
What does it add to my workspace?
It adds 1 table, 1 view, 1 workflow, 12 workflow actions and 1 business rule to your SAPUGO workspace. Everything it adds is yours to rename, change or remove.
What do I need to set it up?
During setup SAPUGO asks for: API host, API account id, DocuSign sign-in and DocuSign Connect HMAC key. Keys and secrets are entered in your own workspace. They are never part of the blueprint.
Can I change it after installing?
Yes. A blueprint is a starting point, not a locked app. You can rename, extend or remove anything it adds, and install a newer version when one is published.
Where is my data stored?
In your own SAPUGO workspace, in an isolated database hosted in the EU.
What is new in 1.0.0
First release.
