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Overview
Syllabus
Welcome
Meet Raileen DocuSign Dev Advocate + what we’re building
Today’s roadmap: workflow + web form + server trigger + Notion
Create a blank workflow: start via API + define input variables
Build the web form pages + API reference names
Finalize form: dropdown package, readiness checkbox, activate + preview
Debugging the form + add branching rule ready vs not ready
True branch: send developer + client notification emails
False branch + confirmation screen + when mapping is actually needed
Participants vs Field Mapping: Who Does What in the Workflow
Run the Workflow Manually Kickoff On + Email Proof
Kickoff Off Test, Demo Crash, and Finding the Error
Fixing the Web Form Checkbox + Updating Branching Variables
Workflow Editor Tour: Templates, Signatures, Integrations, and Use Cases
Start Methods Deep Dive: Link, UI, API Call, and Event Triggers
Triggering via API: Docs, IDs, Integration Keys, and JWT Hurdles
Wrap-Up: Resources, Community Links, and Final Thoughts
Taught by
Learn With Jason