As an admin, I want to receive webhook notifications for all actions done by my users. Is there a way to do it globally, or each user has to authorize the the service individually as in https://learn.microsoft.com/en-us/onedrive/developer/rest-api/getting-started/authentication?view=odsp-graph-online?
I'm tagging this question also as sharepoint, since it seems that the webhooks work in the same way (so if anyone knows the answer for Sharepoint, it will probably work the same).
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First of all, I apologize for eventual noob questions, we are very new to the DocuSign API and are currently trying to wrap our heads around which is the most correct way of accessing the API.
I will start with an overview of our use case. We recently purchased a DocuSign prod. Account with an Organization enabled.
We have a Partner which uses a CMS Tooling which integrates with said DocuSign Account. This Tool allows for the Backoffice to create envelopes with documents inside and a url which leads to the signin ceremony through the Templates that we create inside the DocuSign Account. This url is afterwards send to the customer for them to sign the documents in the envelope. This Part is working and is currently being used.
Now what we want to achieve on our side, we have a nextJS web-app which allows the same customers (Which are the receivers of the created envelopes in the step above, same e-mail in both steps) to sign-in our web-app. We want to show the customer in a dashboard, if there are envelopes for him open that he can sign and if this is the case we want to show him the url which leads to the signin ceremony.
We were able to see that as soon as an envelope for a certain User is created through the CMS Tooling, we can see that envelope in our DocuSign Prod Account.
Now our thought process was, to show our customer his open envelopes, we just fetch all open envelopes in our DocuSign Account which match the customers E-Mail.
Is there anything wrong with this process or are we overlooking something?
And if it is okay to proceed this way which of the OAuth Flows is the correct one to use for this case?
From my understanding, the JWT Flow seems like the most reasonable one? Since the Customers that need to sign the documents, will not have any DocuSign accounts.
What have you tried to solve the issue?
We tried using the direct API Access, which worked when set up correctly but since we didn't have a OAuth Flow in place the Access token is only valid for restricted amount of time obviously and has to be refreshed. Hence we have to think first about how to grant access correctly
I would love to hear, what the right approach would be to achieve our desired result.
Once again Apologies for this kind of question, just trying to have a better understanding before we start building :)
Best regards!
According to the use case you mentioned using JWT Grant is fine as users of your integration will use a single system account to log in, you should use JWT Grant.
I would recommend going with the below link to know more regards different use cases and check the knowledge
https://developers.docusign.com/platform/auth/choose/
https://developers.docusign.com/platform/auth/oauth2-requirements-migration/
I'm trying to send a notification out using Google Chats. But I have a few problems with the documentation I've been able to find:
It requires me to have a paid service account, which I do not have, and will not be getting
It requires using a chat bot, which (in my understanding) needs to be added to a room, and cannot just send out messages
Chat bots can't send out messages directly to personal accounts?
I'm already using Google OAuth2 authentication to access another Google API, so I'd like to use a Google API to send messages directly from the authenticated account. How would I do that?
So far:
All the documentation I can find is about making a chat bot.
I've considered some alternatives to sending out messages, but due to corporate device restrictions that will not be changing, google chats is my best option.
At the moment what you're trying to do is not possible, for multiple reasons.
You may know this already, but Google Chat is an upgrade to their old "Classic Hangouts" chat. In Google's own words, this is focused on enterprise (i.e. paid) accounts. While personal accounts are also able to upgrade and get some of the benefits, their documentation shows that Google Chat for personal accounts is very similar to the old Hangouts and most of the new features are meant for the paid accounts. This also includes the use of bots.
As you've observed, the Chat API currently only has methods to create and manage bots. There are no methods to send messages as your own account. This could be to prevent spam or because their Chat API is relatively new, since the Classic Hangouts did not have an API, and Chat hasn't fully replaced it yet. Even then, given that Chat is "enterprise-focused", it is uncertain whether or not personal accounts would get access to any new API features.
You could try to post feedback on their issue tracker or request the feature to see if you get a response, but for an immediate solution you may want to just use the Gmail API to send a regular email or reconsider the other alternatives that you had in mind.
Is there a way to send proactive cards from a bot to a Teams channel? The use case is a channel for service tickets. Once they get posted, a user will be able to interact with them with a few actions.
I’m looking at the documentation here for sending proactive messages. At the bottom, there’s a section for ”Creating channel conversations”, with a small reference to the startReplyChain(). However, the actual code and sample on GitHub still seem to reference a conversation with a member rather than sending something proactive to a channel.
There does appear to be documentation for incoming and outgoing webhooks, which is what I may end up doing. My only real concern is that it requires using Actionable Cards, which it references as legacy everywhere. This is despite saying that you can’t send Adaptive Cards with them. Perhaps they intend to enable these connectors to send Adaptive Cards, it’s not just very clear to me if this is a long-term solution I should be focusing on.
This is definitely possible, and it's important to note that you can even send from another process/application (e.g. on a schedule from an AWS Lamba). You can see a sample here for this.
The process of sending the message is just part of the story though - you need to have certain information already saved (e.g. in your database) to know how to contact the right user, group chat, or channel conversation, but there are a few ways to get that information. The most common is, when you bot is added to the conversation, to get it from the conversationUpdate event. You'll need conversation id, service url, tenant id, and your bot's App Id (what you get in the Azure portal for your bot, and which you're using already in your app's configuration, teams manifest, etc.). You can read more about the topic here and here.
Another option, if you don't have access to conversationUpdate (e.g. the user hasn't installed your app) is to call the Graph API to install your app. It's only possible to do this to a channel (on the v1 or beta api) (see here) or to a user (see here), but on the beta api only, and not (yet?) for a group chat.
I need to add push notification in my web site
If a user has made payment for something... we show them alert in their account page on the website that you are now successfully connected to this community
If a user has done payment by check... we clear the payments by check through a cron job... once the job runs and payment is cleared... we show a notification to user whenever they log in saying that their check payment is cleared
A user sends a request to connect to an organisation... that organisation's admin should get an alert in their system saying that so and so person is pending approval from you.
Something similar to alerts that we get in our net banking might be... that your credit card payment is pending... something like that
Like we also get notifications on Facebook... the difference will be that instead of notifications we want to show alerts or messages directly displayed in their account
So, you want notifications in your system about payments.
In its simplest form, you could do it manually with emails, and/or popups in your application, that are loaded from DB when they login. This is sort of a manual system, and the Minimum Viable Feature could be quite easy to build yourself.
If you want it more advanced, like you mentioned, similar to Facebook's notifications button and feed. Then, yes, it might be easier to use getstream.io. It also has websocket integrations so you can get those notifications pushed in real-time. You can then also push other types of notifications in there, like for example: a notification when the user has logged in from a different browser (for security reasons).
I hope this answers your question.
We are doing an integration with DocuSign where users can submit documents stored in our system to DocuSign to get the documents signed. We have the DocuSign Connect feature working in our demo account. We can process messages from DocuSign successfully.
We were concerned that getting users to add a Connect Configuration themselves may be too challenging for some and it will be error-prone.
I see now in the documentation that it is possible to automatically get DocuSign to push notifications by passing the information in the EventNotification attribute when we call createEnvelope. Is this an acceptable way to get push notifications from DocuSign? Will this cause issues with getting the integration certified?
Is there any other way to get Connect configured easily in customer accounts?
This is an old question, but I wanted, for the record to have answers, since it's important to anyone who may be reading this.
We see now in the documentation that it is possible to automatically
get DocuSign to push notifications by passing the information in the
EventNotification attribute when we call createEnvelope. Is this an
acceptable way to get push notifications from DocuSign?
Yes, it is. It's a very good way in fact, to reduce polling and make your app better. We highly recommend that you use EvenNotification and sign-up for events going through a webhook to your app such that you can handle them in your code only when they occur, instead of polling DocuSign APIs repeatedly.
Will this cause issues with getting the integration certified?
The opposite is true. If you use polling you may have issues being certified. Using connect events with a webhook is one way to avoid the need for excessive polling which could cause issues with the certification.
Is there any other way to get Connect configured easily in customer
accounts?
You can configure connect like you suggested using EventNotification at the envelope level. This approach works well for ISVs since you don't need your customers to have admin access to their accounts.
The other option is account-level connect configuration, which does require admin level access and there are some other limitations. This approach adds the connect webhook for all envelopes in the account. So it may or may not be better, depending on your scenario.