docusign.create-envelope-from-template

Create a DocuSign envelope from a server template with role assignments — draft by default, sent with send=true

Create a DocuSign envelope (draft or sent) from a server template.

Overview

Property	Value
Workflow type	Atomic
Library	App-docusign
Version	1.0

Input Schema

Field	Type	Required	Default	Description
organization_uuid	uuid	Yes	—	Authenticated organization UUID injected by the workflow boundary
connection_uuid	uuid	Yes	—	Organization-scoped DocuSign CloudConnection UUID
workflow_run_id	string	No	—	Engine-stamped parent DAG run id
template_ref	string	Yes	—	Template id from docusign.list-templates
role_assignments	list	Yes	—	One {role_name, email, name} per template role
subject	string	No	—	Overrides the template's subject when set
send	boolean	No	False	false (default) creates a draft; true sends immediately

Output Schema

Field	Type	Required	Default	Description
organization_uuid	uuid	Yes	—	Authenticated organization UUID injected by the workflow boundary
connection_uuid	uuid	Yes	—	Organization-scoped DocuSign CloudConnection UUID
workflow_run_id	string	No	—	Engine-stamped parent DAG run id
template_ref	string	Yes	—	Template id from docusign.list-templates
role_assignments	list	Yes	—	One {role_name, email, name} per template role
subject	string	No	—	Overrides the template's subject when set
send	boolean	No	False	false (default) creates a draft; true sends immediately
envelope_ref	string	No	—	—
envelope_status	string	No	—	—
recipient_count	integer	No	—	—
created_at	string	No	—	—
failure_reason	string	No	—	—
failure_type	string	No	—	—
failed_action	string	No	—	—
failed_step	json	No	—	—
failed_layer	integer	No	—	—
failed_at_state	string	No	—	—
error	string	No	—	—
error_type	string	No	—	—
failed_at	string	No	—	—
retryable	boolean	No	—	—

States

State	Initial	Terminal	Success	Auto-advance	Description
pending	Yes	No	—	execute	Creating the envelope from the template
completed	No	Yes	Yes	—	Envelope created from template
failed	No	Yes	No	—	Envelope creation from template failed

State Diagram

Transitions

From	Action	To	Description
pending	execute	completed	—
* (any state)	fail	failed	—

Outcomes

Outcome	Type	Description	State Data Keys
created	SUCCESS	The envelope was created from the template	envelope_ref, envelope_status
failed	FAILURE	Envelope creation failed	failure_reason, failure_type, retryable

Business Errors

Code	Message Template
DOCUSIGN_ORGANIZATION_CONTEXT_INVALID	Authenticated organization context is missing or does not match the workflow input
DOCUSIGN_CONNECTION_NOT_FOUND	DocuSign connection {connection_uuid} was not found in the authenticated organization
DOCUSIGN_CONNECTION_WRONG_PROVIDER	Connection {connection_uuid} is not a DocuSign connection
DOCUSIGN_CONNECTION_SERVICE_UNAVAILABLE	The shared cloud connection service is unavailable
DOCUSIGN_PROVIDER_CAPABILITY_MISSING	The installed DocuSign provider does not expose the required API operation
DOCUSIGN_AUTHENTICATION_FAILED	DocuSign refused the request:
DOCUSIGN_PROVIDER_REQUEST_FAILED	The DocuSign API request failed:
DOCUSIGN_RESPONSE_SHAPE_INVALID	The DocuSign API returned an unexpected shape:
DOCUSIGN_PAGINATION_INVALID	page must be >= 1 and limit between 1 and
DOCUSIGN_ENVELOPE_NOT_FOUND	No envelope {envelope_ref} is visible in this DocuSign account
DOCUSIGN_DOCUMENT_TOO_LARGE	The document exceeds the {max_bytes}-byte envelope cap
DOCUSIGN_DOCUMENT_FETCH_FAILED	Could not fetch the document from its source URL:
DOCUSIGN_UPLOAD_FAILED	The presigned destination refused the document:
DOCUSIGN_ENVELOPE_STATE_INVALID	DocuSign refused the envelope operation:

API Usage

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

{
  "workflow_type": "docusign.create-envelope-from-template",
  "initial_data": {
    "organization_uuid": "value",
    "connection_uuid": "value",
    "template_ref": "value",
    "role_assignments": "value"
  }
}