AFI
DocuSign
Docusign is a e-signature platform. Advanced Form Integration sends form submissions to Docusign, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Docusign account.
- A Docusign OAuth2 app (see below).
- The Advanced Form Integration plugin installed and activated.
Create a Docusign OAuth2 app
Docusign uses OAuth2 for API access. You need to register an app to get a Client ID and Client Secret.
- Sign in to the Docusign developer portal and create a new OAuth2 application.
- Copy the Redirect URI shown in the AFI Docusign settings tab and paste it into the app’s allowed redirect URIs.
- Note the Client ID and Client Secret.
- Paste them in AFI → Settings → Docusign and click Save & Authorize. After consent, AFI stores the token and refreshes it automatically.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Docusign. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Docusign.
- In Task, choose Send Envelope From Template.
- Pick the saved account in the Docusign Account dropdown.
- Map your form fields onto the Docusign fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Send Envelope From Template
Creates and sends an envelope for e-signature from the form submission.
| Field | Field key | Required | Notes |
|---|---|---|---|
| Template ID | templateId |
No | From DocuSign Templates |
| Recipient Email | recipientEmail |
No | Must match a role defined on the template |
| Email Subject | emailSubject |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Docusign when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Docusign
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
Connection lost
The OAuth2 token may have expired or been revoked. Return to AFI → Settings → Docusign and click Re-authorize to refresh the connection.