DocuSign

The Lyftron Provider for DocuSign offers the most natural way to access DocuSign data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing DocuSign data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s DocuSign data provider and automatically build your data migration pipelines in minutes, not months

The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to DocuSign.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

The user must have credentials for DocuSign, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron

Establishing a Connection with Lyftron's Quickstart Steps

Create your DocuSign connection with Lyftron by following the 5 easy steps show below:

Step1. Add your connection

Click on Connect section on the left panel →  Click on Add Connection button

Step2. Select your connector

In the connector selection panel, search and click DocuSign for your connection 

Step3. Enter your connection details

In the Connection String section enter the values of the below parameters. The following connection string is required to establish DocuSign connection with Lyftron.

"InitiateOAuth=GETANDREFRESH;OAuthClientId=MyClientId;OAuthClientSecret=MyClientSecret;CallbackURL=http://localhost:33333"

Key	Value	Field
Connection Name	Enter your connection details	Required
InitiateOAuth	GETANDREFRESH	Required
OAuthClientId	Your DocuSign OAuthClientId	Required
OAuthClientSecret	Your DocuSign OAuthClientSecret	Required
CallbackURL	http://localhost:33333	Required
Logfile**	Use the logfile option to debug your job and provide your connection name to generate the log file.  [ConnectionConfigurationPath]\Connection_name_log.tx	Optional
Verbosity**	Choose verbosity 1-5 based on the severity of debugging	Optional

** For more information, check the Lyftron logging and debugging section.

If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.

Step4. Test your connection

Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.

 Step5. Save your connection

Hurray! Now you have successfully connected with the Lyftron DocuSign connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Data Model

This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.

Key Features

• The provider models DocuSign entities like documents, folders, and groups as relational views, allowing you to write SQL to query DocuSign data.
• Stored procedures allow you to execute operations to DocuSign, including retrieving the access token and keeping it refreshed in OAuth 2.0.
• Live connectivity to these objects means any changes to your DocuSign account are immediately reflected when using the provider.

Views

Views describes the available views. Views are statically defined to model Accounts, Documents, Folders, and more.

Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.

Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard.

Name	Type	Description
AccountBrands	Views	The AcccountBrands resource provides methods that allow you to manage the account brand associated with an account.
AccountCustomFields	Views	The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.
Accounts	Views	The Accounts resource provides methods that allow you to manage your accounts.
BulkEnvelopes	Views	Retrieves status information about all the bulk recipient batches.
BulkRecipients	Views	The BulkRecipients resource provide methods that allow you manage the bulk recipient file for an envelope or template.
CloudStorageProviders	Views	The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.
CustomTabs	Views	The CustomTabs resource provides methods that allow you to manage custom tabs based on the existing DocuSign tabs.
Documents	Views	The Documents resource provides methods that manage documents in an envelope or template.
DocumentTabs	Views	The DocumentTabs resource provides methods that allow you to manage various tabs in envelopes or templates.
DocumentVisibility	Views	The Document Visibility resource provides methods that manage document views and insights in an envelope or template.
EnvelopeAttachments	Views	The EnvelopeAttachments resource provides methods that allow you to manage attachments.
EnvelopeConsumerDisclosures	Views	The EnvelopeConsumerDisclosures resource provides a method that allows you to retrieve the consumer disclosure for an envelope.
Envelopes	Views	The Envelope resource provides methods that allow you to manage envelopes.
EnvelopeTemplates	Views	The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.
Folders	Views	Retrieves a list of the folders for the account.
GroupBrands	Views	The GroupBrands resource provides methods that allow you to manage brands in a group.
Groups	Views	The Groups resource provides methods that allow you to manage groups for the account.
GroupUsers	Views	The GroupUsers resource provides methods that allow you to manage the users in a group.
Locks	Views	The Locks resource provides methods that allow you to manage locks on an envelope or template.
PowerForms	Views	The PowerForms resource provides methods that allow you to manage power forms.
Recipients	Views	The Recipients resource allows you manage the recipients of an envelope or template.
RecipientTabs	Views	The RecipientTabs resource provides methods that let you add, update, and delete tabs from an envelope or template.
SigningGroups	Views	Returns data from a sample table.
SigningGroupUsers	Views	The SigningGroupUsers resource provides methods that allow you to manage users in Signing Groups.
Templates	Views	The Template resource provides methods that allow you to manage templates.
UserInfo	Views	The UserInfo resource provides methods that allow you to manage your current user info.
Users	Views	The Users resource provides methods that allow you to manage users for an account.
UserSignatures	Views	The UserSignatures resource provides methods that allow you manage the intials and signature images for a user.
Workspaces	Views	The Workspaces resource provides methods that allow you to manage workspaces.