Recued
Menu
← Back to recipes

Send DocuSign template envelope with closure

by recued-core v1 9 views

Use “Send DocuSign template envelope with closure” in Recued. It carries out the named workflow using the connections and settings you choose.

Complete workflow

Use DocuSign Envelope Closure Loop in Recued for esignature, contracts, closed loop, and state docusign envelope closure watcher. It includes 3 ready-to-run workflows and 1 related pack in one install.

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
Background automation

Use “DocuSign envelope closure watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

docusignesignatureenvelopeclosure
by recued-core pinned v1

Use “DocuSign envelope closure watcher timeout” in Recued. Low-frequency timeout role for the connected service. It moves a limited batch of expired rows from active to timedout, 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
View pack details, dependencies, and permissions →
How it works 28 steps

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

Process (28 steps)
subject trim
Trim whitespace from setting email subject
has_subject compare
Check if subject has data
template ?
template_recipients ?
role_count count
Count items in setting template roles
skip_create compare
Check if has subject does not equal true
envelope ?
skip: step.skip_create equal true
created_envelope_id default
Apply default
has_created_envelope compare
Check if created envelope id has data
requested_status_norm lowercase
Convert setting envelope status to lowercase
requested_status_is_sent compare
Check if requested status norm equals sent
seeded_at date_add
Add 0 days to
raw_envelope_key join
Join items with ":"
envelope_key_colon replace
Replace text in raw envelope key
envelope_key_slash replace
Replace text in envelope key colon
envelope_key_dot replace
Replace text in envelope key slash
envelope_key_at replace
Replace text in envelope key dot
envelope_key_space replace
Replace text in envelope key at
envelope_key_left_angle replace
Replace text in envelope key space
envelope_key_right_angle replace
Replace text in envelope key left angle
envelope_key_plus replace
Replace text in envelope key right angle
envelope_key_equals replace
Replace text in envelope key plus
envelope_key_question replace
Replace text in envelope key equals
skip_closure_seed any
Check if any of the conditions are true
closure_timeout_at date_add
Add setting no response timeout days days to
seed_docusign_closure_watch ?
skip: step.skip_closure_seed equal true
link_envelope_to_template ?
skip: step.has_created_envelope not_equal true
card to_summary
Format results as a summary card
Settings 8 configurable

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

docusign setting =
account id setting =
email blurb setting =
template id setting =
email subject setting =
template roles setting =
envelope status setting = created
no response timeout days setting = 30

Trust & control

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

Permissions it requires

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

Data it touches

Warehousedata.shareddata.docusign

About

Tags

docusign docusignesignaturetemplateenvelopesendapprovalcontractsclosed-loopstate:docusign-envelope-closure-watcherpack:docusign-envelope-closure

Details

28 steps 8 configurable settings recipe_id: send-template-envelope-with-closure-docusign