Name: DocuSign envelope closure watcher
Author: recued-core

DocuSign envelope closure watcher

by recued-core v1

Scheduled adopter for DocuSign envelope closure rows seeded by send-docusign-template-envelope-with-closure. It lists only Recued-originated envelope watches, re-reads a bounded batch of envelope from DocuSign, and closes the shared row when DocuSign reports a terminal status. It can notify the owner on completion or exception status, but it never sends reminders, voids envelopes, changes recipients, downloads documents, creates Connect/webhook settings, or calls arbitrary DocuSign endpoints.

Complete workflow

DocuSign Envelope Closure Loop 5 pinned recipes

Workflow pack for Recued-sent DocuSign template envelopes. It composes the DocuSign capability pack with a closure ledger: send one template envelope through the existing DocuSign approval gate, persist only the envelope/template/account linkage in data.shared, and let a scheduled watcher re-read that exact envelope until DocuSign reports completed, declined, voided, deleted, or expired. This pack does not duplicate DocuSign reminders, expiration settings, recipient notifications, Connect/webhook administration, or general envelope status dashboards; it adds Recued-visible closure state for envelopes Recued sent.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

DocuSign envelope closure watcher

This recipe Background automation

docusignesignatureenvelopeclosure

by recued-core pinned v1

Send DocuSign template envelope with closure

Workflow origin for the DocuSign envelope closure loop. It reads one template and its recipient roles for context, creates either a draft or sent envelope through recued-core.docusign.envelope.create_from_template, and when the owner sends an envelope it seeds durable data.shared closure state for docusign-envelope-closure-watcher plus a link from envelope to template. It does not expose binary uploads, recipient signing URLs, bulk send execution, correction URLs, deletes, purges, reminders, Connect/webhook administration, or arbitrary endpoint passthrough.

docusignesignaturetemplateenvelope

by recued-core pinned v1

DocuSign envelope evidence brief

Read-only evidence brief for one DocuSign envelope. It reads envelope metadata, recipients, document metadata, audit events, and captured form data, then renders tables for review. It never downloads document binaries, signature images, or recipient ceremony URLs and does not mutate the envelope.

docusignesignatureenvelopeaudit

by recued-core pinned v1

DocuSign envelope closure watcher timeout

Background automation

Low-frequency timeout role for recued-core/docusign-envelope-closure. It moves a bounded batch of expired rows from active to timed_out, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.

docusignwatchertimeoutowner-review

by recued-core pinned v1

DocuSign envelope closure watcher lifecycle review

Owner-visible list/close role for recued-core/docusign-envelope-closure. It lists bounded active, timed-out, and closed rows. Supplying a timed-out or closed key deletes only that exact terminal row; active watches cannot be deleted here.

docusignwatcherreviewclose

by recued-core pinned v1

View pack details, dependencies, and permissions →

How it works 90 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ shared_envelope_watches ?

▼

Process (89 steps)

■ now date_add

Add 0 days to

■ watch_rows filter

Filter by condition

■ watch_rows_with_account filter

Filter by condition

■ watch_rows_with_envelope filter

Filter by condition

■ never_checked_watch_rows filter

Filter by condition

■ checked_watch_rows filter

Filter by condition

■ checked_watch_rows_oldest_first sort

Sort by value.last_checked_at

■ fair_watch_rows flatten

Flatten nested lists in

■ candidate_rows slice

Take a subset of

■ batch_count count

Count items in candidate rows

■ candidate_count count

Count items in watch rows with envelope

■ has_candidate compare

Check if candidate rows has data

■ has_connection compare

Check if setting docusign has data

■ skip_envelope_read any

Check if any of the conditions are true

■ batch_context_envelopes merge

Combine objects together

■ batch_contexts map

Extract from each item

■ envelope ?

skip: step.skip_envelope_read equal true

■ envelope_live_batch_context pick

Keep only specific fields from

■ envelope_batch_context_envelopes merge

Combine objects together

■ envelope_batch_contexts map

Extract from each item

■ live_status default

Apply default

■ live_status_live_batch_context pick

Keep only specific fields from

■ live_status_batch_context_envelopes merge

Combine objects together

■ live_status_batch_contexts map

Extract from each item

■ live_status_norm lowercase

Convert item live status to lowercase

■ live_status_norm_live_batch_context pick

Keep only specific fields from

■ live_status_norm_batch_context_envelopes merge

Combine objects together

■ live_status_norm_batch_contexts map

Extract from each item

■ terminal_status compare

Check if item live status norm is one of setting terminal statuses

■ terminal_status_live_batch_context pick

Keep only specific fields from

■ terminal_status_batch_context_envelopes merge

Combine objects together

■ terminal_status_batch_contexts map

Extract from each item

■ needs_owner_review compare

Check if item live status norm is one of setting owner review statuses

■ needs_owner_review_live_batch_context pick

Keep only specific fields from

■ needs_owner_review_batch_context_envelopes merge

Combine objects together

■ needs_owner_review_batch_contexts map

Extract from each item

■ closed_status ternary

Apply ternary

■ closed_status_live_batch_context pick

Keep only specific fields from

■ closed_status_batch_context_envelopes merge

Combine objects together

■ closed_status_batch_contexts map

Extract from each item

■ owner_action ternary

Apply ternary

■ owner_action_live_batch_context pick

Keep only specific fields from

■ owner_action_batch_context_envelopes merge

Combine objects together

■ owner_action_batch_contexts map

Extract from each item

■ skip_close any

Check if any of the conditions are true

■ skip_close_live_batch_context pick

Keep only specific fields from

■ skip_close_batch_context_envelopes merge

Combine objects together

■ skip_close_batch_contexts map

Extract from each item

■ closed_watch_key replace

Replace text in item watch key

■ closed_watch_key_live_batch_context pick

Keep only specific fields from

■ closed_watch_key_batch_context_envelopes merge

Combine objects together

■ closed_watch_key_batch_contexts map

Extract from each item

■ close_watch ?

skip: item.skip_close equal true

■ close_watch_live_batch_context pick

Keep only specific fields from

■ close_watch_batch_context_envelopes merge

Combine objects together

■ close_watch_batch_contexts map

Extract from each item

■ delete_closed_active_watch ?

skip: item.close_watch.ok not_equal true

■ delete_closed_active_watch_live_batch_context pick

Keep only specific fields from

■ delete_closed_active_watch_batch_context_envelopes merge

Combine objects together

■ delete_closed_active_watch_batch_contexts map

Extract from each item

■ notify_enabled compare

Check if setting notify when terminal equals true

■ notify_enabled_live_batch_context pick

Keep only specific fields from

■ notify_enabled_batch_context_envelopes merge

Combine objects together

■ notify_enabled_batch_contexts map

Extract from each item

■ status_should_notify compare

Check if item live status norm is one of setting notify statuses

■ status_should_notify_live_batch_context pick

Keep only specific fields from

■ status_should_notify_batch_context_envelopes merge

Combine objects together

■ status_should_notify_batch_contexts map

Extract from each item

■ should_notify all

Check if all conditions are true

■ should_notify_live_batch_context pick

Keep only specific fields from

■ should_notify_batch_context_envelopes merge

Combine objects together

■ should_notify_batch_contexts map

Extract from each item

■ notify_owner ?

skip: item.should_notify not_equal true

■ notify_owner_live_batch_context pick

Keep only specific fields from

■ notify_owner_batch_context_envelopes merge

Combine objects together

■ notify_owner_batch_contexts map

Extract from each item

■ refreshed_watch_value merge

Combine objects together

skip: item.delete_closed_active_watch.ok equal true

■ refreshed_watch_value_live_batch_context pick

Keep only specific fields from

■ refreshed_watch_value_batch_context_envelopes merge

Combine objects together

■ refreshed_watch_value_batch_contexts map

Extract from each item

■ refresh_active_watch ?

skip: item.delete_closed_active_watch.ok equal true

■ refresh_active_watch_live_batch_context pick

Keep only specific fields from

■ refresh_active_watch_batch_context_envelopes merge

Combine objects together

■ refresh_active_watch_batch_contexts map

Extract from each item

■ closed_batch_rows filter

Filter by condition

■ refreshed_batch_rows filter

Filter by condition

■ closed_batch_count count

Count items in closed batch rows

■ refreshed_batch_count count

Count items in refreshed batch rows

■ summary to_summary

Format results as a summary card

Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

channels setting = in_app

docusign setting =

batch limit setting = 5

notify statuses setting = completed,declined,voided,deleted,expired

terminal statuses setting = completed,declined,voided,deleted,expired

notify when terminal setting = true

owner review statuses setting = declined,voided,deleted,expired

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your Docusign connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.shared

About

recued-core

Details

90 steps 7 configurable settings recipe_id: docusign-envelope-closure-watcher

DocuSign envelope closure watcher

Complete workflow

Trust & control

Where it runs

Permissions it requires

Data it touches

About

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Details