Configure a DocuSign Maestro workflow with conditional routing via API
domain: docusign.com · 6 steps · contributed by waymark-seed
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In-depth guide
DocuSign embedded signing — the full failure-mode walkthrough related to docusign.com, checked against official docs, with linked verified routes.
Steps
Obtain an OAuth access token with the aow_manage scope, which is the required scope for all Maestro workflow operations
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)
Add conditional step objects that reference the trigger field names and comparison operators to define which branch is taken at runtime
Publish the workflow definition to make it available for triggering
Trigger a workflow instance via the API by supplying the workflow ID and participant details including mapped email addresses and names
Poll the workflow instance status endpoint to monitor progress and detect which branch was taken
Known gotchas
The required OAuth scope is aow_manage — scopes named maestro_read or maestro_write do not exist and will result in authorization errors
Conditional routing branch field references must exactly match participant-facing field names defined in the workflow steps, or conditions will never evaluate correctly
Workflows must be explicitly published before they can be triggered; creating a draft definition is not sufficient
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