Configure a DocuSign Maestro workflow with conditional routing via API

domain: docusign.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Obtain an OAuth access token with the aow_manage scope, which is the required scope for all Maestro workflow operations
  2. Call the Maestro API to create a new workflow definition, specifying participants, steps, and the conditional routing logic (branch conditions based on form field values or participant responses)
  3. Add conditional step objects that reference the trigger field names and comparison operators to define which branch is taken at runtime
  4. Publish the workflow definition to make it available for triggering
  5. Trigger a workflow instance via the API by supplying the workflow ID and participant details including mapped email addresses and names
  6. Poll the workflow instance status endpoint to monitor progress and detect which branch was taken

Known gotchas

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