Docusign Integration Tasks

import requests import time import jwt # Configuration # To be received from the Input Parameters # integration_key = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX" #docusign application key # user_id = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX" # API User ID from DocuSign auth_server = "account-d.docusign.com" # Use "account-d.docusign.com" for demo developer accounts # private_key = """-----BEGIN RSA PRIVATE KEY----- # XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX # -----END RSA PRIVATE KEY-----""" # Create JWT token current_time = int(time.time()) payload = { "iss": integration_key, "sub": user_id, "aud": auth_server, "iat": current_time, # Issued at time "exp": current_time + 3600, # Token expiration (1 hour) "scope": "signature impersonation" } jwt_token = jwt.encode(payload, private_key, algorithm="RS256") # Request access token url = f"https://{auth_server}/oauth/token" headers = {"Content-Type": "application/x-www-form-urlencoded"} body = { "grant_type": "urn:ietf:params:oauth:grant-type:jwt-bearer", "assertion": jwt_token } response = requests.post(url, headers=headers, data=body) # Handle the response if response.status_code == 200: access_token = response.json()["access_token"] print("Access Token:", access_token) else: print("Error:", response.json())

import requests from requests.exceptions import RequestException # Configuration base_url = "https://demo.docusign.net/restapi" # For production, use https://www.docusign.net/restapi def check_envelope_status(): # API endpoint url = f"{base_url}/v2.1/accounts/{account_id}/envelopes/{envelope_id}" # Request headers headers = { "Authorization": f"Bearer {access_token}", "Content-Type": "application/json", } try: # Send GET request to fetch envelope status response = requests.get(url, headers=headers) # Check HTTP response status if response.status_code == 200: # Parse and display envelope status envelope_status = response.json() print(f"Envelope ID: {envelope_status.get('envelopeId')}") print(f"Status: {envelope_status.get('status')}") print(f"Sender: {envelope_status.get('emailSubject')}") print(f"Created: {envelope_status.get('createdDateTime')}") print(f"Sent: {envelope_status.get('sentDateTime')}") print(f"Completed: {envelope_status.get('completedDateTime')}") elif response.status_code == 401: print( "Error: Unauthorized. Please check your access token or account permissions." ) elif response.status_code == 404: print("Error: Envelope not found. Ensure the envelope ID is correct.") elif response.status_code == 400: print( f"Error: Bad request. Please check the request payload. Details: {response.text}" ) elif response.status_code == 403: print( "Error: Forbidden. Ensure you have appropriate permissions for this operation." ) elif response.status_code == 429: print( "Error: Too many requests. You are being rate-limited. Try again later." ) else: print(f"Unexpected Error: {response.status_code} - {response.text}") except RequestException as e: print(f"Network Error: Unable to fetch envelope status. Details: {e}") except KeyError as e: print( f"Error: Missing expected data in the response. Could not retrieve {e}." ) except Exception as e: print(f"An unexpected error occurred: {e}") def main(): try: if not access_token: raise ValueError( "Access Token is missing. Please generate a valid token." ) if not account_id: raise ValueError("Account ID is missing. Please provide a valid account ID.") if not envelope_id: raise ValueError("Envelope ID is missing. Please provide a valid envelope ID.") check_envelope_status() except ValueError as ve: print(f"Configuration Error: {ve}") except Exception as e: print(f"Initialization Error: {e}") main()

import requests # Configuration base_url = "https://demo.docusign.net/restapi" # For production, use https://www.docusign.net/restapi # Endpoint to list templates url = f"{base_url}/v2.1/accounts/{account_id}/templates" # Headers with the access token headers = { "Authorization": f"Bearer {access_token}", "Content-Type": "application/json" } # Make the API call response = requests.get(url, headers=headers) # Handle the response if response.status_code == 200: templates = response.json() envelope_templates = templates.get("envelopeTemplates", []) if envelope_templates: print("Templates List:") for template in envelope_templates: print(f"ID: {template['templateId']}, Name: {template['name']}") else: print("No templates found in the account.") else: print("Error:", response.json())

import requests from datetime import datetime, timedelta # Configuration base_url = "https://demo.docusign.net/restapi" # For production, use https://www.docusign.net/restapi # List documents in your account for the past 7 days def list_documents(): # Calculate the start date (7 days ago) and end date (current date) seven_days_ago = (datetime.now() - timedelta(days=7)).strftime("%Y-%m-%dT%H:%M:%SZ") today = datetime.now().strftime("%Y-%m-%dT%H:%M:%SZ") url = f"{base_url}/v2.1/accounts/{account_id}/envelopes" headers = { "Authorization": f"Bearer {access_token}", "Content-Type": "application/json", } params = { "status": "completed", # Retrieve only completed envelopes "from_date": seven_days_ago, # Start date (7 days ago) "to_date": today, # End date (current date) } response = requests.get(url, headers=headers, params=params) if response.status_code == 200: envelopes = response.json().get("envelopes", []) if envelopes: print("List of envelopes/documents in your account for the past 7 days:") for envelope in envelopes: print(f"Envelope ID: {envelope['envelopeId']}") print(f"Document Name: {envelope.get('emailSubject', 'N/A')}") print(f"Status: {envelope['status']}") print(f"Created Date: {envelope['createdDateTime']}") print("-" * 30) else: print("No envelopes/documents found for the past 7 days.") else: print(f"Error retrieving documents: {response.status_code} - {response.text}") # Call the function to list documents list_documents()

import requests # Configuration base_url = "https://demo.docusign.net/restapi" # For production, use https://www.docusign.net/restapi # Endpoint to fetch a template url = f"{base_url}/v2.1/accounts/{account_id}/templates/{template_id}" # Headers with the access token headers = { "Authorization": f"Bearer {access_token}", "Content-Type": "application/json" } # Make the API call response = requests.get(url, headers=headers) # Handle the response if response.status_code == 200: template = response.json() print("Template Details:") print(f"Name: {template['name']}") print(f"ID: {template['templateId']}") print(f"Description: {template.get('description', 'No description')}") print(f"Shared: {template.get('shared', 'No info')}") elif response.status_code == 404: print(f"Template with ID '{template_id}' not found. Please check the template ID and try again.") else: print("An error occurred while fetching the template:") print(f"Status Code: {response.status_code}") print("Response:", response.json())

import requests from requests.exceptions import RequestException # Configuration base_url = "https://demo.docusign.net/restapi" # For production, use https://www.docusign.net/restapi def send_envelope_from_template(): # API endpoint url = f"{base_url}/v2.1/accounts/{account_id}/envelopes" # Request headers headers = { "Authorization": f"Bearer {access_token}", "Content-Type": "application/json", } # Envelope definition body = { "templateId": template_id, "status": "sent", # "created" to save as draft, "sent" to send immediately "templateRoles": [ { "roleName": "signer", # Role name defined in the template "name": recipient_name, "email": recipient_email, "routingOrder": "1", } ], "emailSubject": "Please sign the Consulting Contract", "emailBlurb": "Hi, Please review and sign the consulting contract template.", } try: # Send the envelope response = requests.post(url, headers=headers, json=body) # Check for HTTP response status if response.status_code == 201: envelope_id = response.json().get("envelopeId") print(f"Envelope sent successfully! Envelope ID: {envelope_id}") elif response.status_code == 401: print( "Error: Unauthorized. Please check your access token or account permissions." ) elif response.status_code == 404: print( "Error: Resource not found. Ensure your account ID, template ID, or URL is correct." ) elif response.status_code == 400: print( f"Error: Bad request. Please check the request payload. Details: {response.text}" ) elif response.status_code == 403: print( "Error: Forbidden. Ensure you have appropriate permissions for this operation." ) elif response.status_code == 429: print( "Error: Too many requests. You are being rate-limited. Try again later." ) else: print(f"Unexpected Error: {response.status_code} - {response.text}") except RequestException as e: print(f"Network Error: Unable to send the envelope. Details: {e}") except KeyError: print( "Error: Unexpected response format. Could not retrieve envelope ID. Please verify your API response." ) except Exception as e: print(f"An unexpected error occurred: {e}") def main(): try: if not access_token: raise ValueError( "Access Token is missing. Please generate a valid token." ) if not account_id: raise ValueError("Account ID is missing. Please provide a valid account ID.") if not template_id: raise ValueError("Template ID is missing. Please provide a valid template ID.") send_envelope_from_template() except ValueError as ve: print(f"Configuration Error: {ve}") except Exception as e: print(f"Initialization Error: {e}") main()