Activities
latest
false
- Overview
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SageMaker - Preview
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- Customer.io
- Datadog
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Epic FHIR R4 - Preview
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshservice
- Freshbooks
- Freshdesk
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text - Preview
- Google Text-to-Speech
- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project Compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- IBM WatsonX
- iContact
- Insightly CRM
- Intercom
- Jira
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- List All Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Microsoft Translator
- Microsoft Vision
- Miro
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project Compatibility
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
- Create Basic Contact
- Create Basic Individual Customer
- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
- Customer Updated
- Record Created
- Record Updated
- Support Case Raised
- Support Case Updated
- Vendor Created
- Vendor Updated
- Paypal
- PDFMonkey
- Pinecone
- QuickBooks Online
- Quip
- Salesforce
- Salesforce Marketing Cloud
- Release Notes
- About the Salesforce Marketing Cloud activity package
- Project Compatibility
- Salesforce Marketing Cloud Scope
- Invoke Operation
- Delete Record
- Get Record
- Insert Record
- Update Record
- List Records
- List All Records
- Create Campaign
- Delete Campaign
- Get Campaign
- List All Campaigns
- Create Contact
- Delete Contact
- List All Contacts
- Update Contact
- Create Journey (Basic)
- Delete Journey
- Get Journey
- List All Journeys
- Update Journey
- Create List (Basic)
- Delete List
- Get List
- List All Lists
- Update List
- SAP Build Process Automation - Preview
- SAP Cloud for Customer
- SAP Concur
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project Compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Incident Created
- Incident Updated
- Incident Task Created
- Incident Task Updated
- Record Created
- Record Updated
- Shopify
- Slack - Preview
- About the Slack activity package
- Project Compatibility
- Create Channel
- Invite Users to Channel
- List All Channels
- Remove User from Channel
- Get File Info
- Send File to Channel
- Send Message to Channel
- Send Message to User
- Send Reply
- Send Button Response
- Add or Replace Users of User Group
- Create User Group
- Get User by Email
- List All User Groups
- List All Users
- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath GenAI Activities - Preview
- X (formerly Twitter)
- WooCommerce
- Workable
- Workday
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Create from Existing Envelope
Integration Service Activities
Last updated May 9, 2024
Create from Existing Envelope
UiPath.Docusign.IntegrationService.Activities.CreateByCopyingEnvelope
- ConnectionId - The connection established in Integration Service. Access
the drop-down to choose, add or manage connections. This field supports only
strings or
String
variables. - Existing Envelope - Type
the name or ID of the envelope. If the envelope is not found in the drop-down,
you can first scroll the drop-down till the bottom to get all the available
envelopes and then type the envelope or retrieve the envelope ID from the
DocuSign application -> Manage tab -> Goto Sent or
Draft under Envelopes -> Click on the respective envelope
and retrieve the envelope ID from URL. For example, if the URL is
https://appdemo.docusign.com/documents/details/3ae67e54-f761-4a5b-a23e-b5e4835492cc
, the envelope ID is3ae67e54-f761-4a5b-a23e-b5e4835492cc
. - Email subject - The subject line of the email that that will be sent to all recipients. This overwrites the email subject copied from the existing envelope.
- Email body - The body of the email message that is sent to all the envelope recipients. This overwrites the email body copied from the existing envelope.
- Copy Recipient Data - Specifies whether to include the recipient field
values of the existing envelope. By default, this property field is set to
false
. Only values from data entry fields, like checkboxes and radio buttons, are copied. Fields that require an action, like signatures and initials, are not included.Note: In order to use Copy recipient data option in the Create from Existing Envelope activity, please, ensure your DocuSign’s sending settings have the option envelope copy with field data enabled:\n\n1. Login to your DocuSign account.\n2. Click on the Settings tab on the top of the screen.\n3. On the left panel, under Account, click on Sending Settings.\n4. Ensure the option envelope copy with field data is enabled.
- Envelope - The output envelope.
- Envelope ID - The envelope ID which is created using template.
The following error can be encountered:
errorCode - NO_AUTHENTICATION_METHOD_FOR_RECIPIENT,
message - This account requires an authentication method for each recipient. Envelope definition is missing an auth method for recipient: test3@gmail.com
errorCode - NO_AUTHENTICATION_METHOD_FOR_RECIPIENT,
message - This account requires an authentication method for each recipient. Envelope definition is missing an auth method for recipient: test3@gmail.com
To fix this, ensure your DocuSign security settings have the recipient authentication disabled or optional. To set this:
- Login to your DocuSign account.
- Click on the Settings tab on the top of the screen.
- On the left panel, under Account, click on Security Settings.
-
Ensure the recipient authentication is disabled or optional, as shown below: