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Interact with the DocuSign eSignature REST API v2.1 — complete enterprise coverage

Actions341

Envelope Workflow → Create Workflow Step

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Summary

Creates a new workflow step within an existing envelope or template.

Inputs

  • accountId (required) — The DocuSign Account ID (GUID).
  • scope (required) — Whether to manage the workflow on an envelope ('envelope') or a template ('template').
  • envelopeId (required) — The ID (GUID) of the envelope. Required when scope is 'envelope'.
  • templateId (required) — The ID (GUID) of the template. Required when scope is 'template'.
  • requestBody (required) — The JSON request body defining the workflow step details.

Output shape

A list of items (one per input item) containing the created workflow step data.

The response structure is defined by the DocuSign API and the content of the 'requestBody' JSON.

Examples

Example 1: Create a signing reminder step for an envelope

Set scope to 'envelope', provide envelopeId, and supply a requestBody JSON defining the reminder step.

Example 2: Create an automated routing step for a template

Set scope to 'template', provide templateId, and supply a requestBody JSON defining the routing logic.

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