Create signature request

This action will create a new signature request from a template.

Developer info

API endpoint slug: docusign.create_signature_request
Filter code method: Docusign.createSignatureRequest.skip(string?: reason)
Runtime method: runAction("docusign.create_signature_request", {})

Action fields

Account template ids Nested dropdown list

Label: Which account and template?
Helper text: A template is required for this action. Learn more about creating a DocuSign eSignature Template.
Slug: account_template_ids
Required: true
Can have default value: false

Email subject Text input > Title

Label: Email subject:
Helper text: Overrides template setting. Leave blank to use the Email Subject from template.
Slug: email_subject
Required: false
Can have default value: true
Filter code method: Docusign.createSignatureRequest.setEmailSubject(string: emailSubject)

Email body Text input > Long text

Label: Email body:
Helper text: Overrides template setting. Leave blank to use Email Message from template.
Slug: email_body
Required: false
Can have default value: true
Filter code method: Docusign.createSignatureRequest.setEmailBody(string: emailBody)

Recipient name Text input > Other

Label: Recipient name:
Helper text: Enter the recipient's name. Tip: add a "name" ingredient from your trigger, if available.
Slug: recipient_name
Required: true
Can have default value: true
Filter code method: Docusign.createSignatureRequest.setRecipientName(string: recipientName)

Recipient email Text input > Other

Label: Recipient email:
Helper text: Enter a valid email.
Slug: recipient_email
Required: true
Can have default value: true
Filter code method: Docusign.createSignatureRequest.setRecipientEmail(string: recipientEmail)

Recipient role Text input > Other

Label: Recipient role:
Helper text: Must enter a recipient role exactly as it appears in your template.
Slug: recipient_role
Required: true
Can have default value: true
Filter code method: Docusign.createSignatureRequest.setRecipientRole(string: recipientRole)