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visibility 346 views schedule 5 months ago
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Automate away busywork

Once a contract is signed, you need to create projects, repos, kickoff emails, and more — but that admin work can be automated! Learn how to build automated workflows with the DocuSign API. ---------------------------------------------------------------------- CodeTV supporters get early access to new videos, exclusive bonus content, and other perks. Join us in building a happier, healthier, friendlier web dev community! https://codetv.dev/support ---------------------------------------------------------------------- Chapters: 00:00 Welcome 00:36 Meet Raileen (DocuSign Dev Advocate) + what we’re building 03:04 Today’s roadmap: workflow + web form + server trigger + Notion 03:57 Create a blank workflow: start via API + define input variables 07:16 Build the web form pages + API reference names 13:08 Finalize form: dropdown package, readiness checkbox, activate + preview 19:13 Debugging the form + add branching rule (ready vs not ready) 24:13 True branch: send developer + client notification emails 28:02 False branch + confirmation screen + when mapping is actually needed 30:50 Participants vs Field Mapping: Who Does What in the Workflow 33:39 Run the Workflow Manually (Kickoff On) + Email Proof 36:10 Kickoff Off Test, Demo Crash, and Finding the Error 38:36 Fixing the Web Form Checkbox + Updating Branching Variables 43:26 Workflow Editor Tour: Templates, Signatures, Integrations, and Use Cases 46:20 Start Methods Deep Dive: Link, UI, API Call, and Event Triggers 48:38 Triggering via API: Docs, IDs, Integration Keys, and JWT Hurdles 01:01:41 Wrap-Up: Resources, Community Links, and Final Thoughts

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visibility 346 views thumb_up 9 schedule 1:03:50 2026 5 months ago
Once a contract is signed, you need to create projects, repos, kickoff emails, and more — but that admin work can be automated! Learn how to build automated workflows with the DocuSign API. ---------------------------------------------------------------------- CodeTV supporters get early access to new videos, exclusive bonus content, and other perks. Join us in building a happier, healthier, friendlier web dev community! https://codetv.dev/support ---------------------------------------------------------------------- Chapters: 00:00 Welcome 00:36 Meet Raileen (DocuSign Dev Advocate) + what we’re building 03:04 Today’s roadmap: workflow + web form + server trigger + Notion 03:57 Create a blank workflow: start via API + define input variables 07:16 Build the web form pages + API reference names 13:08 Finalize form: dropdown package, readiness checkbox, activate + preview 19:13 Debugging the form + add branching rule (ready vs not ready) 24:13 True branch: send developer + client notification emails 28:02 False branch + confirmation screen + when mapping is actually needed 30:50 Participants vs Field Mapping: Who Does What in the Workflow 33:39 Run the Workflow Manually (Kickoff On) + Email Proof 36:10 Kickoff Off Test, Demo Crash, and Finding the Error 38:36 Fixing the Web Form Checkbox + Updating Branching Variables 43:26 Workflow Editor Tour: Templates, Signatures, Integrations, and Use Cases 46:20 Start Methods Deep Dive: Link, UI, API Call, and Event Triggers 48:38 Triggering via API: Docs, IDs, Integration Keys, and JWT Hurdles 01:01:41 Wrap-Up: Resources, Community Links, and Final Thoughts