DocuSign

Source Connector

Overview

DocuSign

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. Follow the steps here.

  1. Login to your DocuSign Account
  2. Navigate to DocuSign ESignature > apps and keys
  3. If an application has not yet been created, create a new app and generate an integration key
    1. Add the redirect URI https://www.cloud.tarsal.co
    2. Generate and securely store the RSA Private Key
  4. Next, you will need to follow step 1 to generating access tokens and request application consent for the Tarsal app to make API calls.
    Replace <YOUR_INTEGRATION_KEY> below with your integration key and <DOMAIN> with the environment specific domain. (Production domain is account and development domain is account-d). Paste the modified URL into your web browser's address bar and proceed with giving consent to the application.
    https://<DOMAIN>.docusign.com/oauth/auth?response_type=code&client_id=<YOUR_INTEGRATION_KEY>&redirect_uri=https://www.cloud.tarsal.co&scope=signature%20impersonation
  5. 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.

Configuration

FieldRequiredDescriptionExample
Integration KeyyesIntegration key generated for the appa6848a46-de83-4d14-8c27-fc588344551d
User IDyesUser ID for the admin accountacd6173b-50dd-4db9-b34c-b2a5c23929d5
RSA Private KeyyesRSA private key generated for the app-----BEGIN RSA PRIVATE KEY-----MIIBIjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEAi0LxdoWpClqJHlvwBH21
Q4no3jFQ/eKI1GRVdpcq3JgUnOid56n28iHVRLiDUb76f/clffN/uU+VFfIVYeES
fV+OwQC0hU6y5qRNUsU01Ti2xNvyPTmXNaBx/Nonbvn0//RO9HyJkApJi2ZfPJBG
a/SYGFLZJMSEmjEFBxC/mi6YLfANtFN+nE5itlNim8zJ0T7DMN2mIJmxsUiooT1S
lsW36WeOVs3MIO6BeRLB/G/Wn09edtFXhtEFShS7HcG50UasHjI8GVUweWOrFHqh
vBVLgTI3q7U9SGpJCkMCmNulFiJjqgSWpWuNGRXU6RHHBHDDL4kttmAjzEBXYkPy
BQIDAQAB-----END RSA PRIVATE KEY-----
EnvironmentyesChoose between development and production to set the domain used by the connectordevelopment or production