Data provisioning
General settings
DocuSign does not support deleting accounts. Select the Account deletion unsupported checkbox.
Connector settings
| Parameter | Description |
|---|---|
| Base address | {Domain}/restapi/v2.1/accounts/{account_id}/ |
| Authentication mode | OAuth2 |
| OAuth Grant Type | Custom |
| URL for Authorization token | {URL for Authorization token} |
| OAuth Static Token Type | Bearer |
| Auth request body | grant_type=refresh_token&refresh_token={refresh_token}&client_id={client_id}&client_secret={client_secret} |
| Auth request content type | application/x-www-form-urlencoded |
| Authentication server response format | JSON |
| Access Token Location | access_token |
| Authorization header | Authorization |
| Content type | header application/json |
| Accept header | application/json |
| Test connection | Select the checkbox |
| Test query | users |
Task mappings
DocuSign User
The DocuSignUser object is used for creating, updating, and deactivating users (accounts).
| Parameter | Operator | Source |
|---|---|---|
| Object Id | Expression | (Operation == "Update" && ROPE_Disabled == true) ? "delete" : ObjectId |
| Object type | Expression | Operation == "Update" && ROPE_Disabled == true ? "users?" : null |
| Operation | Expression | Operation == "Update" && ROPE_Disabled == true ? "Delete" : Operation |
| newUsers[].email | Expression | Operation == "Create" ? ROPE_ATTR_EMAIL : null |
| newUsers[].firstName | Expression | Operation == "Create" ? ROPE_ATTR_FIRSTNAME : null |
| newUsers[].lastName | Expression | Operation == "Create" ? ROPE_ATTR_LASTNAME : null |
| newUsers[].password | Expression | Operation == "Create" ? ROPE_ATTR_INITIALPASSWORD : null |
| users[].userId | Expression | Operation == "Update" ? Extensions.GetFirstValue(ROPE_DistinguisedName, ROPE_ExternalAnchor, JobAnchor) : null |
| users[].sendActivationEmail | Expression | Operation == "Update" && ROPE_Disabled == false ? "send" : null |
| users[].firstName | Expression | Operation == "Update" && ROPE_Disabled == false ? ROPE_ATTR_FIRSTNAME : null |
| users[].lastName | Expression | Operation == "Update" && ROPE_Disabled == false ? ROPE_ATTR_LASTNAME : null |
DocuSign Permission Profile Assignments
The DocuSignPermissionProfile object is used for adding and deleting user permissions.
| Parameter | Operator | Source |
|---|---|---|
| Object Id | Expression | ObjectId |
| Object type | Constant | users |
| Operation | Expression | (Operation=="Create" || Operation=="Update") ? "Update" : Operation |
| permissionProfileId | Expression | Operation == "Create" ? ROPE_ResourceIdentifier : null |
| userId | Expression | Extensions.GetFirstValue(ROPE_DistinguisedName, ROPE_AccountExternalAnchor, JobAnchor) |
| PermissionProfileId | Expression | Operation == "Delete" ? "" : null |
DocuSign Groups Assignments
The DocuSignUserGroup object is used for adding and deleting user permissions.
| Parameter | Operator | Source |
|---|---|---|
| Object Id | Expression | ObjectId |
| Object type | Constant | DocuSignUserGroup |
| Operation | Map | Operation |
| users[].userId | Expression | Extensions.GetFirstValue(ROPE_DistinguisedName, ROPE_AccountExternalAnchor, JobAnchor) |
| groupId | Map | ROPE_ResourceIdentifier |