Docusign

Overview

This source connector fetches customer event data from the DocuSign Monitor API.

Streams

Prerequisites

Before proceeding with the following steps, make sure your organization has the Monitor API enabled.

1. Create a developer account and enable Docusign Monitor
2. Next login to Docusign, and navigate to Integrations > Apps and Keys
3. Add an App and Integration Key
   1. App Name: (Name this whatever you want, e.g. Tarsal Connector)
   2. General Info
      1. Locate the Integration Key and copy this for use when building the consent URL below.
   3. Service Integration
      1. Create an RSA Keypair by clicking the Generate RSA button.
         1. Copy the Private Key. It will be used in the connector configuration below.
   4. Additional Settings
      1. Add a Redirect URI: https://app.tarsal.cloud/oauth/callback
4. Obtain your OAuth token (step 1)
   1. Request application consent for the Tarsal app to make API calls.
   2. Give consent to the application by replacing the following tokens in the URL below:
      1. Replace <SUBDOMAIN> with the environment specific subdomain.
         1. The Production subdomain is account and development subdomain is account-d
      2. Replace <INTEGRATION_KEY> with the Integration Key copied above.
      3. Navigate to the new URL (perform this via the browser that is logged into the docusign developer account):
         https://{SUBDOMAIN}.docusign.com/oauth/auth?response_type=code&client_id={INTEGRATION_KEY}&redirect_uri=https://app.tarsal.cloud/oauth/callback&scope=signature%20impersonation
5. Obtain your User ID
   1. Navigate to the Organization > Users -> Users -> View User
      1. Copy the User id for use in the Connector configuration settings below.

Configuration

Connector Limitations

1. A Docusign Developer account is required in order to enable the Docusign Monitor
2. Docusign requires 20 development API calls be made before being able to request the app to transition to the live status in the production environment. When creating the Tarsal connector, you can start with the development environment to hit the development API endpoints and then update the source to production once the transition is complete. Read Go-Live documentation found here.
3. The Docusign Monitor API only allows lookups going back 7 days. Connectors that are paused or failing for more than 7 days will be unable to backfill data beyond those 7 days.