Automate transaction rooms with DocuSign Rooms

Steps

1. Create a DocuSign developer account and register an integration key at developers.docusign.com; production access to Rooms for Real Estate requires a paid DocuSign account
2. Authenticate using OAuth 2.0 JWT Grant for server-to-server integrations or Authorization Code Grant for user-facing apps; obtain an access token scoped to the rooms API
3. Create a new room by calling POST /v2/accounts/{accountId}/rooms with a name, role assignment, and field data payload representing transaction details
4. Add participants to the room using POST /v2/accounts/{accountId}/rooms/{roomId}/users with their role (agent, buyer, seller, title, etc.) and email address
5. Attach documents and forms by calling POST /v2/accounts/{accountId}/rooms/{roomId}/documents; documents can then be sent for eSignature via the DocuSign eSignature API within the room context
6. Subscribe to room webhooks (Connect) to receive notifications when room status changes, documents are signed, or tasks are completed