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Action schema

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The action object describes a call to an external service.

An action object may define a required call for an extension or an optional call. Optional calls are known as capabilities.

Each action must conform to a contract defined by Docusign. This contract is specified by the template property.

PropertyTypeRequired?Description
nameStringYesThe name of the action or capability.

For file IO extensions, valid values are:
  • get-file
  • get-files
  • get-type-names
  • list-directory-contents
  • list-drives
  • list-headers
  • export-to-destination
  • search
  • write-file
For other extensions, any value can be used. Note that the get-file value is only used for actions that have Agreement Manager as the extension point.
descriptionStringYesThe description of the action.
templateStringYesDefines the contract of the action. This determines the shape of the request that Docusign will send to the external platform called by this action.
Valid values:
  • ConnectedFields.Version1.Verify
  • DataIO.Version6.CreateRecord
  • DataIO.Version6.GetTypeDefinitions
  • DataIO.Version6.GetTypeNames
  • DataIO.Version6.PatchRecord
  • DataIO.Version6.SearchRecords
  • FileIO.Version1.GetFile
  • FileIO.Version1.GetFiles
  • FileIO.Version1.ListDirectoryContents
  • FileIO.Version1.ListDrives
  • FileIO.Version1.Search
  • FileIO.Version1.WriteFile
  • FileIO.Version1.ListHeaders
  • FileIO.Version1.ExportToDestination
  • Suggest.Version1.PostalAddress
  • Typeahead.Version1.PostalAddress
  • Verify.Version1.BankAccountOwner
  • Verify.Version3.BankAccount
  • Verify.Version1.BusinessEntity
  • Verify.Version1.Email
  • Verify.Version1.PhoneNumber
  • Verify.Version1.PostalAddress
  • Verify.Version2.SocialSecurityNumber
contractTypeStringDepends on the actionValid values:
  • action: The default value. The external system does not send a callback request to Docusign after performing an asynchronous operation.
  • action-with-callback: The external system sends Docusign a callback request to report the outcome of an asynchronous operation.
Note: The only action that currently supports this property is the file input cloud storage extension’s Get File action. This property is required for the Get File action, and it must be set to action-with-callback.
connectionsReferenceStringYesThe name of the connection defined in your manifest.
paramsObjectYesAn object containing the data required to call the external platform.
params.uriStringYesThe URI of the external platform called by the action.

An action object looks like this.

{
"name": "Verify Action",
"description": "Sends envelope values for verification by an external service",
"template": "ConnectedFields.Version1.Verify",
"connectionsReference": "authentication",
"params": {
"uri": "https://fontara.com/api/connectedfields/verify"
}