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.
- Comprehensive Delta load mechanism.
- Real-time access to DocuSign.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
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"
|Connection Name||Enter your connection details||Required|
|OAuthClientId||Your DocuSign OAuthClientId||Required|
|OAuthClientSecret||Your DocuSign OAuthClientSecret||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
This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.
- 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 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.
|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.|