STEP 1
Connect DocuSign and Form.io
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
DocuSign and Form.io Integration
Build productivity workflows between DocuSign and Form.io on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about DocuSign and Form.io
Detailed info you need to know about DocuSign and Form.io integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect DocuSign to Form.io
Set up your DocuSign and Form.io integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected DocuSign and Form.io nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between DocuSign and Form.io. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between DocuSign and Form.io work in WEXTL?
WEXTL exposes actions and triggers for DocuSign and Form.io that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Form.io triggersDocuSign actions
Form.io modules
- Accept Team InviteAccepts team invite.
- Add Team MemberCreates team member.
- Check Submission ExistsChecks submission exists.
- Create FormCreates form.
- Create Form ActionCreates form action.
- Create Platform UserCreates platform user.
- Create ProjectCreates project.
- Create Project AdminCreates project admin.
- Create Project VersionCreates project version.
- Create RoleCreates role.
- Create StageCreates stage.
- Create SubmissionCreates submission.
- Create TeamCreates team.
- Create TenantCreates tenant.
- Delete Blob (Azure)Deletes blob (azure).
- Delete File (Google Drive)Deletes file (google drive).
- Delete File (S3)Deletes file (s3).
- Delete FormDeletes form.
- Delete Form ActionDeletes form action.
- Delete ProjectDeletes project.
- Delete Project AdminDeletes project admin.
- Delete Project VersionDeletes project version.
- Delete RoleDeletes role.
- Delete StageDeletes stage.
- Delete SubmissionDeletes submission.
- Delete TeamDeletes team.
- Delete TenantDeletes tenant.
- Delete Uploaded PDFDeletes uploaded pdf.
- Deploy Version To StagePerforms deploy version to stage.
- Export Form DefinitionExports form definition.
- Export ProjectExports project.
- Generate PDF From SubmissionGenerates pdf from submission.
- Get Action TypeReturns action type.
- Get Aggregated ReportReturns aggregated report.
- Get Download File (Dropbox)Returns download file (dropbox).
- Get Download File (Google Drive)Returns download file (google drive).
- Get Download SAS URL (Azure)Returns download sas url (azure).
- Get Download URL (S3)Returns download url (s3).
- Get FormReturns form.
- Get Form ActionReturns form action.
- Get Form DraftReturns form draft.
- Get Form RevisionReturns form revision.
- Get PDF Download TokenReturns pdf download token.
- Get PDF FileReturns pdf file.
- Get PDF HTMLReturns pdf html.
- Get ProjectReturns project.
- Get Project AccessReturns project access.
- Get Project AdminReturns project admin.
- Get Project VersionReturns project version.
- Get RoleReturns role.
DocuSign modules
- Add Brands To GroupThis method adds one or more existing brands to a group based on the groupId.
- Add Chunked Upload PartAdds a chunk to an existing chunked upload.
- Add ContactsAdds one or more contacts to a contacts list.
- Add Document TabsAdds tabs to the document specified by document ID in the envelope specified by envelope ID.
- Add Document TemplatesAdds templates to a document in the specified envelope.
- Add Email SettingsAdds email override settings, changing the reply-to email address, name, or BCC-for-archive addresses, for the envelope.
- Add Envelope AttachmentsAdds one or more envelope attachments to a draft or in-process envelope.
- Add Envelope DocumentsAdds one or more documents to an existing envelope.
- Add Envelope RecipientsAdds one or more recipients to an envelope.
- Add Favorite TemplateSet one or more templates as account favorites.
- Add Or Replace Envelope DocumentAdds or replaces a document in an existing draft or in-process envelope.
- Add Recipient TabsAdds one or more tabs for a recipient.
- Add Signing Group MembersAdds one or more new members to a signing group.
- Add Template DocumentsAdds one or more documents to an existing template document.
- Add Template Document TabsAdds tabs to the document specified by documentId in the template specified by templateId.
- Add Template RecipientsAdds one or more recipients to a template.
- Add Template Recipient TabsAdds one or more tabs for a recipient.
- Add Templates To EnvelopeAdds templates to the specified envelope.
- Add Template Workflow StepAdds a new step to a template's workflow.
- Add User Signature ImagesAdds a user signature image and/or user initials image to the specified user.
- Add Users To GroupAdds one or more existing Docusign users to an existing group.
- Apply Bulk Send Batch ActionApplies a bulk action to all envelopes from a specified bulk send.
- Close UsersCloses one or more users in the account, preventing them from accessing account features. Users are not permanently deleted.
- Commit Chunked UploadCommit a chunked upload.
- Configure Cloud Storage ProvidersConfigures the redirect URL information for one or more cloud storage providers for the specified user.
- Create AccountCreates one or more new DocuSign accounts. Restricted to partner integrations working with DocuSign Business Development.
- Create Account Custom FieldThis method creates a custom field and makes it available for all new envelopes associated with an account.
- Create Account SignaturesAdds or updates one or more account stamps.
- Create BCC Email ArchiveCreates a BCC email archive configuration for an account, adding a BCC email address for archiving the emails that Docusign generates.
- Create BrandThis method creates one or more brand profile files for an account.
- Create Bulk Send ListCreates a bulk send list.
- Create Connect ConfigurationCreates a Connect configuration.
- Create Connect HMAC SecretGenerates a new Connect HMAC secret.
- Create Console View URLReturns a URL that enables you to embed the Docusign UI in your applications.
- Create Custom TabCreates a tab with pre-defined properties, such as a text tab with a certain font type and validation pattern.
- Create Document Custom FieldsCreates custom document fields in an existing envelope document.
- Create Document Responsive HTML PreviewCreates a preview of the responsive HTML version of a specific document.
- Create EnvelopeCreates and sends an envelope, or creates a draft envelope.
- Create Envelope Correction ViewReturns a URL to the envelope correction UI. Use after an envelope has been sent.
- Create Envelope Custom FieldsCreates envelope custom fields for an envelope.
- Create Envelope Edit ViewReturns a URL to the edit view UI. Use before an envelope has been sent.
- Create Envelope Recipient PreviewCreates an envelope recipient preview.
- Create Envelope Recipient ViewReturns a URL to the recipient view UI. For signer recipients, returns the embedded signing view. Can also be used for other recipient types.
- Create Envelope Sender ViewReturns a URL to the sender view UI. Used before an envelope has been sent.
- Create Envelope Shared Recipient ViewReturns a URL to the shared recipient view UI for an envelope.
- Create Envelope Transfer RuleCreates an envelope transfer rule.
- Create Envelope Workflow StepAdds a new step to an envelope's workflow.
- Create GroupsCreates one or more groups for the account.
- Create Manual ID Review ViewCreates the link to the page for manually reviewing IDs.
- Create Notary JurisdictionRegisters the currently authenticated notary in a new jurisdiction.
Frequently asked questions
Common questions about connecting DocuSign and Form.io.
Connect your DocuSign and Form.io accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Form.io's "Watch New Submissions" fires, WEXTL can "Add Brands To Group" in DocuSign. DocuSign has 415 actions (including Add Brands To Group, Add Chunked Upload Part, and Add Contacts); Form.io has 92 actions (including Accept Team Invite, Add Team Member, and Check Submission Exists). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. DocuSign-to-Form.io automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment DocuSign (or Form.io) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your DocuSign + Form.io automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the DocuSign and Form.io integration.
- DocuSign and Form.io integration source code, module specs and credentials implementation.
- Our DocuSign and Form.io integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for DocuSign and Form.io — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- DocuSign integration information
- Form.io integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library