Custom integration with DocuSign

Developer Support APIs & Integrations
1

I’m thinking of integrating DocuSign feature with HubSpot by writing code. Is it possible?

I know that I can use DocuSign in the HubSpot using the Marketplace app described here: Connect HubSpot and Docusign

But as this app doesn’t have enough feature that we want to use, I’d like to build the CUSTOM integration by writing the code. Is it possible? If possible, how can I do it? Please share the post or something helpful. Thanks in advance!

2

Hello @test120
use the DocuSign API to create a custom integration that meets your specific needs.
example of a Node.js script that creates a new DocuSign envelope and sends it.

const { DocuSign } = require('docusign-esign');

const client = new DocuSign({
 clientId: '<your client ID>',
 clientSecret: '<your client secret>',
 environment: 'sandbox',
});

const envelope = new DocuSign.Envelope();

envelope.setTitle('My First Envelope');
envelope.setRecipients([
 {
 name: 'John Smith',
 email: 'john.smith@example.com',
 },
]);

envelope.setDocuments([
 {
 documentId: '1234567890',
 fileName: 'My Document.pdf',
 },
]);

client.sendEnvelope(envelope);

you can use it to send documents for signing in HubSpot. To do this, you will need to create a new HubSpot workflow and add a step that calls your custom integration.

3

Thanks for the details. However, it seems importing the “docusign-esign”
library is not possible according to this page:

So my next questions are like below:
1. Are there any other ways that I can create the custom integration with
DocuSign by using “docusign-esign” library?
2. Is it possible to open the URL that I get from the Custom Code workflow?
Please see the attached image. As you can see in the code, I return the
URL. In the next action, I want to open this URL. Are there any ways to
achieve this?
Thanks!