capabilities.work

Find Template and Send

A 3-step recipe with Docusign. We can help you get access.

Recipe · 3 steps

Find Template and Send

with Docusign · Contract Management

Look up a template by name and send an envelope from it.

  1. Search the account's templates by name and capture the first matching template id.
  2. Retrieve the matched template's full definition, including recipients, so its role layout is confirmed before sending.
  3. Create and send an envelope from the resolved template, binding the recipient to the named role.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • searchText: Text used to find the template by name.
  • roleName: The role name defined on the matched template.
  • signerName: The full legal name of the recipient.
  • signerEmail: The email address of the recipient.
  • emailSubject: The email subject used when sending the envelope.
For your developer

Arazzo workflow docusign:find-template-and-send, 3 operations: Templates_ListTemplates → getV2AccountsByAccountIdTemplatesByTemplateId → Envelopes_CreateEnvelope. Specs on APIs.io.

More recipes with Docusign

Bulk Send From TemplateCorrect Recipient Email and ResendCreate Template and Send EnvelopeDownload Completed DocumentsBuild a Draft Envelope and SendDraft Envelope Sender ViewEmbedded Signing ViewInspect Recipient TabsList Sent Envelopes and Check StatusMulti-Signer Sequential Routing