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docusign.create-envelope ​

Create a DocuSign envelope from documents fetched by presigned URL — draft by default, sent with send=true

Create a DocuSign envelope (draft or sent) from URL-fetched documents.

Overview ​

PropertyValue
Workflow typeAtomic
LibraryApp-docusign
Version1.0

Input Schema ​

FieldTypeRequiredDefaultDescription
organization_uuiduuidYes—Authenticated organization UUID injected by the workflow boundary
connection_uuiduuidYes—Organization-scoped DocuSign CloudConnection UUID
workflow_run_idstringNo—Engine-stamped parent DAG run id
documentslistYes—1–10 documents as {name, url, file_extension?}; url is an HTTPS presigned GET (vaulted — never persisted in plain)
recipientslistYes—1–50 signers as {email, name, routing_order?}; routing defaults to list order
subjectstringYes—Envelope subject, ≤ 100 chars (DocuSign cap)
messagestringNo——
sendbooleanNoFalsefalse (default) creates a draft; true sends immediately

Output Schema ​

FieldTypeRequiredDefaultDescription
organization_uuiduuidYes—Authenticated organization UUID injected by the workflow boundary
connection_uuiduuidYes—Organization-scoped DocuSign CloudConnection UUID
workflow_run_idstringNo—Engine-stamped parent DAG run id
documentslistYes—1–10 documents as {name, url, file_extension?}; url is an HTTPS presigned GET (vaulted — never persisted in plain)
recipientslistYes—1–50 signers as {email, name, routing_order?}; routing defaults to list order
subjectstringYes—Envelope subject, ≤ 100 chars (DocuSign cap)
messagestringNo——
sendbooleanNoFalsefalse (default) creates a draft; true sends immediately
envelope_refstringNo——
envelope_statusstringNo——
document_countintegerNo——
recipient_countintegerNo——
created_atstringNo——
failure_reasonstringNo——
failure_typestringNo——
failed_actionstringNo——
failed_stepjsonNo——
failed_layerintegerNo——
failed_at_statestringNo——
errorstringNo——
error_typestringNo——
failed_atstringNo——
retryablebooleanNo——

States ​

StateInitialTerminalSuccessAuto-advanceDescription
pendingYesNo—executeFetching documents and creating the envelope
completedNoYesYes—Envelope created
failedNoYesNo—Envelope creation failed

State Diagram ​

Transitions ​

FromActionToDescription
pendingexecutecompleted—
* (any state)failfailed—

Outcomes ​

OutcomeTypeDescriptionState Data Keys
createdSUCCESSThe envelope was created (and sent when requested)envelope_ref, envelope_status
failedFAILUREEnvelope creation failedfailure_reason, failure_type, retryable

Business Errors ​

CodeMessage Template
DOCUSIGN_ORGANIZATION_CONTEXT_INVALIDAuthenticated organization context is missing or does not match the workflow input
DOCUSIGN_CONNECTION_NOT_FOUNDDocuSign connection {connection_uuid} was not found in the authenticated organization
DOCUSIGN_CONNECTION_WRONG_PROVIDERConnection {connection_uuid} is not a DocuSign connection
DOCUSIGN_CONNECTION_SERVICE_UNAVAILABLEThe shared cloud connection service is unavailable
DOCUSIGN_PROVIDER_CAPABILITY_MISSINGThe installed DocuSign provider does not expose the required API operation
DOCUSIGN_AUTHENTICATION_FAILEDDocuSign refused the request:
DOCUSIGN_PROVIDER_REQUEST_FAILEDThe DocuSign API request failed:
DOCUSIGN_RESPONSE_SHAPE_INVALIDThe DocuSign API returned an unexpected shape:
DOCUSIGN_PAGINATION_INVALIDpage must be >= 1 and limit between 1 and
DOCUSIGN_ENVELOPE_NOT_FOUNDNo envelope {envelope_ref} is visible in this DocuSign account
DOCUSIGN_DOCUMENT_TOO_LARGEThe document exceeds the {max_bytes}-byte envelope cap
DOCUSIGN_DOCUMENT_FETCH_FAILEDCould not fetch the document from its source URL:
DOCUSIGN_UPLOAD_FAILEDThe presigned destination refused the document:
DOCUSIGN_ENVELOPE_STATE_INVALIDDocuSign refused the envelope operation:

API Usage ​

bash
POST /api/workflows/start
Content-Type: application/json

{
  "workflow_type": "docusign.create-envelope",
  "initial_data": {
    "organization_uuid": "value",
    "connection_uuid": "value",
    "documents": "value",
    "recipients": "value"
  }
}