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DocuSign envelope status digest

by recued-core v3 32 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 a 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 recued-core.docusign.envelope.search
Search envelope on docusign
■ 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 core.notification.send
Send notification
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
▼
Output
summary card
table table
Settings 11 configurable

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

status setting = sent,delivered
to date setting =
channels setting = [object Object]
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

Uses (3 operations)

Triggers Time watch core.watch.time
Pack operation Search envelope on docusign recued-core.docusign.envelope.search
Notifications Send notification core.notification.send

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.

What it's allowed to do

Read Triggers core.watch.time read-only
Read Notifications core.notification.send external change

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesTriggersNotifications

About

Tags

docusign docusignesignatureenvelopescontractsstatusschedulenotificationpack:docusign

Details

12 steps 11 configurable settings recipe_id: envelope-status-digest-docusign