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Send DocuSign template envelope with closure

by recued-core v2 33 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 v3

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 v2
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 recued-core.docusign.template.read
Read template on docusign
◆ template_recipients recued-core.docusign.template.recipient.list
List template recipient on docusign
■ role_count count
Count items in setting template roles
■ skip_create compare
Check if has subject does not equal true
◆ envelope recued-core.docusign.envelope.create_from_template
Create from template envelope on docusign
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 core.storage.shared.write
Write storage shared
skip: step.skip_closure_seed equal true
◆ link_envelope_to_template core.memory.link.create
Create memory link
skip: step.has_created_envelope not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 7 configurable

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

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

Uses (5 operations)

Pack operation Read template on docusign recued-core.docusign.template.read
Pack operation List template recipient on docusign recued-core.docusign.template.recipient.list
Pack operation Create from template envelope on docusign recued-core.docusign.envelope.create_from_template
Shared store Write storage shared core.storage.shared.write
Memory Create memory link core.memory.link.create

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.

What it's allowed to do

Write Shared store core.storage.shared.write external change
Write Memory core.memory.link.create external change

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesShared storeMemory
Warehousedata.shareddata.docusign

About

Tags

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

Details

28 steps 7 configurable settings recipe_id: send-template-envelope-with-closure-docusign