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5 months ago
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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.
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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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