New Integration: DocuSign

Description

Add DocuSign integration to sync e-signature data including envelopes, signing events, templates, and document status into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/github/ - OAuth-based API integration
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference

Required Files Structure

integrations/docusign/
├── src/
│   ├── index.ts          # Main entry, OAuth spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # DocuSign eSignature API utilities
│   ├── account-create.ts # OAuth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

DocuSign eSignature REST API Integration

OAuth Setup

• Use OAuth 2.0 Authorization Code Grant flow
• Register app on DocuSign Developer Center (apps-d.docusign.com for sandbox)
• Authorization URL: https://account-d.docusign.com/oauth/auth (sandbox) / https://account.docusign.com/oauth/auth (production)
• Token URL: https://account-d.docusign.com/oauth/token (sandbox) / https://account.docusign.com/oauth/token (production)
• Required scopes: signature, extended, impersonation (for JWT)
• Also supports JWT Grant for server-to-server authentication

Key Endpoints

• POST /v2.1/accounts/{accountId}/envelopes - Create and send envelope
• GET /v2.1/accounts/{accountId}/envelopes - List envelopes
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId} - Get envelope details
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients - Get recipients
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents - Get documents
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/audit_events - Audit trail
• GET /v2.1/accounts/{accountId}/templates - List templates
• GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/notification - Notification settings
• POST /v2.1/accounts/{accountId}/envelopes/{envelopeId}/views/recipient - Embedded signing URL

Events to Track

1. Envelopes - Envelope creation, sending, voiding, and completion
2. Signing Events - Recipient viewed, signed, declined, or delegated
3. Documents - Document uploads, downloads, and certificate of completion
4. Templates - Template creation and usage
5. Audit Trail - Complete audit history of envelope actions
6. Notifications - Reminder and expiration events

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement OAuth 2.0 flow in account-create.ts (support both Auth Code and JWT Grant)
• Create API utilities in utils.ts for envelopes, recipients, documents, and templates
• Implement sync logic in schedule.ts for polling envelope status changes
• Convert signing events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• DocuSign has separate sandbox and production environments with different base URLs
• Supports both OAuth 2.0 Auth Code Grant (user-present) and JWT Grant (server-to-server)
• Quickstart available in 8 languages for fast bootstrapping
• Webhook/Connect feature available for real-time envelope status notifications
• Envelope status lifecycle: created -> sent -> delivered -> signed -> completed
• Consider using DocuSign Connect (webhooks) instead of polling for real-time updates

Resources

• DocuSign eSignature REST API
• API Reference
• eSignature REST API 101
• Quickstart Guide
• How-Tos & Code Examples
• DocuSign Developer Center

Labels

enhancement, integration, new-feature