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DocuSign envelope status digest

by recued-core v1 9 views

Use “DocuSign envelope status digest” in Recued. Scheduled status digest for one DocuSign account. It searches a limited page of envelopes by status/date, renders a compact table, and optionally sends an in-app nudge when matching envelopes are present.

How it works 12 steps

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

Process (12 steps)
search ?
envelopes default
Apply default
envelope_count count
Count items in envelopes
has_matches compare
Check if envelope count is greater than 0
notify_enabled compare
Check if setting notify when matches equals true
should_notify all
Check if all conditions are true
notify ?
skip: step.should_notify not_equal true
rows slice
Take a subset of
subjects pluck
Extract emailSubject from each item
subjects_text join
Join items with " "
table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 12 configurable

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

status setting = sent,delivered
to date setting =
channels setting = in_app
docusign setting =
end hour setting = 10
weekdays setting = 1,2,3,4,5
from date setting =
row limit setting = 25
account id setting =
start hour setting = 8
search text setting =
notify when matches setting = true

Trust & control

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

Permissions it requires

Send notificationsRead your Docusign connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

docusign docusignesignatureenvelopescontractsstatusschedulenotificationpack:docusign

Details

12 steps 12 configurable settings recipe_id: envelope-status-digest-docusign