Docusign: Integration

Docusign: Integration

This integration provides a way to automate survey requests in Testimonial Tree with Docusign Rooms system. Once per day, typically in the morning, Testimonial Tree will request any new closed rooms from Docusign, and if there are new ones that haven't received a survey request, then an email will be sent to all contacts in the Docusign Room. 

Step 1: Visit this url and login to Docusign if needed:
  1. https://account.docusign.com/oauth/auth?response_type=code&scope=dtr.rooms.read dtr.documents.read dtr.profile.read dtr.company.read impersonation signature&client_id=83061108-1ebe-494f-b099-3c5f0ab3f5c4&redirect_uri=https://testimonialtree.com#/username
Step 2: After logging in, the next page you'll see should look like the image provided below. This is just asking to give us permission access your Rooms data. Click Accept. 

            
Step 3: Get your API Username
  1. Testimonial Tree needs your Api username to access your Rooms data. 
  2. The Api Username can be located at the top of the "Apps and Keys" page. 

            


Step 4: Once you have this information, please send it to your onboarding specialist 


Also see this document for additional information: Docusign Transaction Checklist

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