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Kickoff Off Test, Demo Crash, and Finding the Error
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Classroom Contents
Automate Away Busywork - Building Automated Workflows with the DocuSign API
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- 1 Welcome
- 2 Meet Raileen DocuSign Dev Advocate + what we’re building
- 3 Today’s roadmap: workflow + web form + server trigger + Notion
- 4 Create a blank workflow: start via API + define input variables
- 5 Build the web form pages + API reference names
- 6 Finalize form: dropdown package, readiness checkbox, activate + preview
- 7 Debugging the form + add branching rule ready vs not ready
- 8 True branch: send developer + client notification emails
- 9 False branch + confirmation screen + when mapping is actually needed
- 10 Participants vs Field Mapping: Who Does What in the Workflow
- 11 Run the Workflow Manually Kickoff On + Email Proof
- 12 Kickoff Off Test, Demo Crash, and Finding the Error
- 13 Fixing the Web Form Checkbox + Updating Branching Variables
- 14 Workflow Editor Tour: Templates, Signatures, Integrations, and Use Cases
- 15 Start Methods Deep Dive: Link, UI, API Call, and Event Triggers
- 16 Triggering via API: Docs, IDs, Integration Keys, and JWT Hurdles
- 17 Wrap-Up: Resources, Community Links, and Final Thoughts
