Integrate DocuSign with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including DocuSign, in their SnapLogic workflows.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live DocuSign data. When platforms issue complex SQL queries to DocuSign, the driver pushes supported SQL operations, like filters and aggregations, directly to DocuSign and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with DocuSign data using native data types.

Connect to DocuSign in SnapLogic

To connect to DocuSign data in SnapLogic, download and install the CData DocuSign JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for DocuSign/lib by default).

Upload the DocuSign JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to DocuSign.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer 👁 Adding a Generic JDBC snap onto the designer
   
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.docusign.DocuSignDriver

   • Set JDBC URL to a JDBC connection string for the DocuSign JDBC Driver, for example:

     jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; 
     CallbackURL=http://localhost:33333;
     RTK=XXXXXX;

     NOTE: RTK is a trial or full key. Contact our Support team for more information. 👁 Configuring a connection (Salesforce is shown)
     

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the DocuSign JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.docusign.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     To connect to DocuSign, set the following connection properties:

     • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
     • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

     Authenticating to DocuSign

     DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information. 👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

5. After entering the connection properties, click "Validate" and "Apply"

Read DocuSign Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "DocuSign"
• Set Table name to a table for DocuSign using the schema name, for example: "DocuSign"."Documents" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

Once you confirm the results are what you expect, you can add additional snaps to funnel your DocuSign data to another endpoint.

Piping DocuSign Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets 👁 Connecting to Google
   
3. Configure the Worksheet Writer snap to write your DocuSign data to a Google Spreadsheet 👁 Writing to a Google Spreadsheet
   

You can now execute the fully configured pipeline to extract data from DocuSign and push it into a Google Spreadsheet.

More Information & Free Trial

Using the CData JDBC Driver for DocuSign you can create a pipeline in SnapLogic for integrating DocuSign data with external services. For more information about connecting to DocuSign, check at our CData JDBC Driver for DocuSign page. Download a free, 30 day trial of the CData JDBC Driver for DocuSign and get started today.