Productivity & Collaboration

DocuSign OAuth Integration

Connect DocuSign to your application without building and maintaining the OAuth flow.

DocuSign is an electronic signature and agreement platform. Each user connects their own DocuSign account through your OAuth app. Pathfix manages the authorization flow, stores and refreshes their tokens, and authenticates the requests your application makes to the DocuSign API. What your integration does with that access is up to your code.

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How Pathfix helps

  • 01

    OAuth authorization

    Pathfix runs the authorization flow with your DocuSign OAuth app, so users approve access on DocuSign’s own consent screen.

  • 02

    Token management

    Each user’s access and refresh tokens are stored by Pathfix rather than in your application.

  • 03

    Token refresh

    Where DocuSign issues refresh tokens, Pathfix refreshes them as they expire, so connections keep working after the first authorization.

  • 04

    Authenticated API passthrough

    Your application sends DocuSign API requests through Pathfix, which adds the connected user’s credentials before passing them on to DocuSign.

You own the DocuSign OAuth application and its credentials, and your code implements the API logic.

Passthrough endpoint for DocuSignPOST https://labs.pathfix.com/oauth/method/docusign/call

How to get started

  1. 1

    Register your app with DocuSign

    Create an app in DocuSign’s developer settings to get a Client ID and Client Secret. When asked for a redirect URI, enter https://labs.pathfix.com/integrate/command.

  2. 2

    Add the credentials in Pathfix

    In your Pathfix account, add an application, select DocuSign from the providers and enter the Client ID and Client Secret.

  3. 3

    Choose your scopes

    Add only the scopes your integration needs. DocuSign’s developer documentation lists what each scope allows.

  4. 4

    Test the connection

    Use Test Connection to connect an account in the API Playground and run a sample call.

  5. 5

    Let your users authorize

    Add the connect step to your app. Each user signs in to DocuSign and approves the scopes you requested.

  6. 6

    Call the DocuSign API

    Send requests through the Pathfix passthrough API using the provider reference docusign.

Documentation

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