Docusign Setup
For Cyclr to connect with the Docusign API you will need to create an “Application” in the Docusign account, as detailed below:
NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Docusign.
- Login to your Docusign Portal
- Follow the Docusign documentation to create an oAuth application
- Go to Settings > Intergrations > Apps and Keys
- Use the ADD APP AND INTERGRATION KEY button
- Enter a name for your app
- Make sure “Authorization Code Grant” is selected
- Add a secret key and copy this for later
- Add a “Redirect URI”, this is https://{{Your Cyclr service domain e.g. app-h.cyclr.com}}/connector/callback
- Enter a link to your privacy policy
- Save the application
- The intergration key will be needed in the steps below.
Connector Setup
The Connector now can be installed using the credentials obtained in the above steps:
Client ID: Intergtation Key
Secret: Secret Key
Domain: Sandbox Domain is “account-d.docusign.com” | Production Domain is “account.docusign.com”
Scopes (This is optional) Leave blank or you can reduce the scopes depending on the methods you require for interations. A space-separated list. Full list of scopes are here:
You will then be prompted to log in, select your Hubspot and authorize access to the connector.
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