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Actions341

Envelope Workflow → Update Workflow Step

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Summary

Updates an existing workflow step on a DocuSign envelope or template using the DocuSign Envelope Workflow API.

Inputs

  • authentication (required) — The authentication method to use: OAuth2 or JWT (Service Integration).
  • category (required) — The API category to work with. Default is 'envelopes'.
  • scope (required) — Whether to manage the workflow step on an envelope or a template.
  • accountId (required) — The DocuSign Account ID (GUID).
  • envelopeId — The ID (GUID) of the envelope (required if scope is 'envelope').
  • templateId — The ID (GUID) of the template (required if scope is 'template').
  • stepId (required) — The ID of the workflow step to update.
  • requestBody (required) — The JSON request body for the update operation containing the workflow step configuration.

Output shape

A single record containing the updated workflow step data.

Returns the full workflow step object as defined by the DocuSign API response.

Examples

Example 1: Update a delayed routing step on an envelope

Set scope to 'envelope', provide envelopeId and stepId, and configure the requestBody with the new routing configuration.

Example 2: Modify a scheduled sending step on a template

Set scope to 'template', provide templateId and stepId, and supply the updated scheduled sending parameters in requestBody.

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