Aident logoAident logo centerAident Loadout
Use CasesPricingDocs
ENStart Now
AppsDocuSign ToolsDocusign Create Template Workflow Step
DocuSign Tools

Docusign Create Template Workflow Step

Adds a new workflow step to an existing DocuSign template. This action enables sophisticated document routing automation within templates, including: - Pausing workflows before specific routing steps - Implementing delayed sending with scheduled resume dates - Setting up conditi…

Write actionRisk level 2 of 5OAuth connection
Use Docusign Create Template Workflow Step

Pricing and limits

Aident logo

Product

Aident LoadoutAident Playbook EditorOpen-CUAK

About

AppsSkillsUse CasesDocsBlogPricingDownloadsPrivacy PolicyTerms of Service

Alternatives

vs Composiovs Zapier
llms.txtGet an AI summary of Aident LoadoutSummarize with ChatGPTSummarize with ClaudeSummarize with GeminiSummarize with Perplexity

© Aident Labs, 2024-2026

Pricing
Free
Unified payment
Not currently supported

Inputs

  • actionstring
    The workflow action type. Currently only supports 'pause_before' which pauses the workflow before reaching the trigger point defined in triggerOnItem. Use this to implement delayed sending or conditional routing logic.
  • itemIdstring
    The routing order number (as a string) where the workflow should pause. For example, '1' pauses before the first recipient, '2' before the second. Used in conjunction with triggerOnItem='routing_order'.
  • statusstring
    The status of the step. Valid values: - `inactive` - `in_progress` - `paused` - `pending` - `completed` This property is read-only.
  • accountIdstring
    The DocuSign account ID (GUID format like '12345678-1234-1234-1234-123456789012'). If not provided, the account ID will be automatically determined from the authenticated user's account. Required for API calls.
  • templateIdstring
    Required
    The template ID (GUID format) where the workflow step will be added. Get this from the List Templates action or from the DocuSign web UI. Example: 'a1b2c3d4-e5f6-7890-abcd-ef1234567890'
  • completedDatestring
    The timestamp of when the workflow step transitioned to `completed` status. This property is read-only.
  • triggerOnItemstring
    Specifies what triggers this workflow step. Use 'routing_order' to trigger based on a specific recipient routing order position (set in itemId). The workflow will pause before documents are sent to the recipient at that position.
  • triggeredDatestring
    The timestamp of when the workflow step transitioned to `in_progress` status. This property is read-only.
  • workflowStepIdstring
    A unique identifier for this workflow step. This property is read-only.
  • delayedRouting__rulesarray
    Defines when the paused workflow should resume. Provide exactly one rule with either 'delay' (duration like '2.00:00:00' for 2 days) or 'resumeDate' (ISO 8601 timestamp). Maximum delay is 30 days from workflow step creation.
  • delayedRouting__statusstring
    Status of the delayed routing step. Valid values: * `pending`: The workflow step has not been reached and the delay has not been initiated. * `started`: The workflow step has begun and the delay is in progress. The envelope has not yet been sent to the workflow step"s recipients…
  • delayedRouting__resumeDatestring
    The ISO 8601 timestamp of when the envelope is scheduled to be sent to the recipients associated with the workflow step. This property is `null` if the workflow step has not been initiated. This property is read-only.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

Related use cases

No verified related use cases are linked yet.

Official source

Provider source

Skills that use this Action

No published Skills explicitly reference this Action yet.