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Get Started: Agreement Automation with Workflow Builder

Your Agreement Automation Starter Kit

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Your Agreement Automation Starter Kit

Kit Contents

Get Started

Use the tools and resources in this kit to discover Workflow Builder features, try your first workflows, learn about the Workflow Builder API, and get started building your own solutions.

Contents

Video

Watch the video to learn how to create a workflow using the Workflow Designer and trigger it using Workflow Builder API.

Workflow Designer

Try workflows in the Demo test environment by using the web based workflow designer.

Workflow Builder Sample App

Explore the capabilities of the Maestro API and get source code you can use in your own solutions.

Workflow Builder API documentation

Learn how to create, trigger, and manage Workflow Builder workflows using the Workflow Builder API.

Follow these steps to launch your own Internal Application project.

  1. Sign up for a developer account If you haven’t already got one, sign up for your FREE developer account. The developer account gives you full access to build and test your integrations in our developer environment.

  2. Watch video Watch create agreement workflows using the Workflow Designer.

  3. Use a workflow template In the developer environment, choose a workflow template to get started with an outline of your workflow. Follow the instructional guides included as part of the template to learn to configure a workflow.

  4. Browse the App Center Browse and install extension apps from the Docusign App Center to extend your workflows with non-Docusign functionality.

  5. Customize your workflow Once you have the outline of your workflow, customize it further to fit the needs of your business. Use our Workflow Builder support documentation for step by step guidance.

    Note that Workflow Builder works in combination with the following capabilities:

  6. Publish your workflow on the developer environment Once you have completed your workflow, publish it in the developer environment and test to ensure it is working properly.

  7. Purchase an IAM Production plan The Workflow Builder workflows require you to purchase an IAM plan to go-live with your integration in the production environment.

  8. Replicate the workflow and publish on Production Once you have purchased the IAM plan, you can replicate your workflow on production and publish it.

  9. Trigger your workflow Once your workflow is published on production, either use the workflow URL to trigger it as part of your web/email application or use the Workflow Builder API to make a call to trigger it.

  10. Ask the community If you have any questions about how to build, test or trigger your Workflow Builder workflow, review our Workflow Builder support documentation or ask your question in the Docusign Developer Community . You can also join the API Office Hours for a demo and live Q and A for additional information.

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