Generate an API key or OAuth token from the Snapshots API dashboard and grant the saas/location.read scope. Then connect it in GHL’s integration settings.
In Docusign, create a connected app entry, authorize GHL to access your envelopes, and consent to data sharing with Snapshots API. This enables seamless signing workflows.
– GET /locations — Retrieve a list of available locations from Snapshots API to drive location-based signing workflows.
Trigger: A location is updated in Snapshots API.
Actions: Create and send a Docusign envelope, then update the location status in Snapshots API.
Method Path: GET /locations
Key fields: location_id, envelope_id, signer_email
Trigger: New lead created in Snapshots API.
Actions: Pre-fill Docusign templates and route for signature.
Method Path: POST /documents
Key fields: lead_id, template_id, envelope_status
Trigger: Opportunity or lease renewal triggers a signing workflow.
Actions: Generate contract, send for e-signature, and log results back to Snapshots API.
Method Path: POST /envelopes
Key fields: opportunity_id, signer_email, envelope_status
Automate end-to-end signing workflows without writing a line of code.
Drag-and-drop triggers in GHL map to Docusign templates in seconds.
Scale signature flows across multiple locations and teams with centralized visibility.
Key elements include endpoints, triggers, actions, and authenticating connections. Understand how data maps from Snapshots API to Docusign envelopes.
Application Programming Interface: a set of rules that lets apps talk to each other.
The process to verify identity, typically via API keys or OAuth tokens.
A specific URL path to access a resource in an API.
A digital container for documents requiring signatures in Docusign.
Automatically generate a Docusign contract when a new location is added via Snapshots API and route for signature.
Create templated envelopes from new leads and send for e-signature with minimal setup.
Set up reminders to re-sign expiring documents and auto-route alerts to your team.
Open Snapshots API settings in GHL, add Docusign as a connected app, and authorize access with the saas/location.read scope.
Select GET /locations as a trigger context and map fields to Docusign templates.
Create envelopes, test end-to-end, and monitor activity in Snapshots API and Docusign.
Answer: No dedicated code is required. Use GHL’s visual automation builder to set up triggers, actions, and data mappings with Docusign. For complex scenarios, you can add small JavaScript or use pre-built components from the Snapshots API library. The goal is to enable non-developers to assemble end-to-end signing flows quickly.
Answer: The primary endpoint is GET /locations. It returns a list of locations available for workflow context. Additional endpoints can be enabled as needed via the Snapshots API documentation.
Answer: Data is transmitted securely via API calls using HTTPS, and credentials are stored in iFrame-secured vaults. Use OAuth tokens or API keys with scoped permissions to limit access.
Answer: Yes. Map fields like signer email, recipient name, and envelope ID from Snapshots API to Docusign templates to automate personalized documents.
Answer: Templates with placeholders for recipient data work best. Use conditional routing to adapt signatures based on location or status.
Answer: View signing status in the Docusign envelope, and mirror status back to Snapshots API, with error alerts in GHL automations.
Answer: Yes. No-code templates and triggers in GHL allow building complete signing workflows without coding.
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Complete Operations Catalog - 126 Actions & Triggers
