I’m looking to control sender/signer notifications using apex toolkit. How can this be completed?
You can send notifications with the Notifications class in the Apex Toolkit. After creating an instance of the Notification you can add it to your envelope with the withNotifications method on the Envelope class.
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As the title suggests, I'm wondering how I can send a template defined within Docusign via SMS delivery. However, I'm only seeing documentation on how to send a document from storage outside of docusign. Am I missing something?
Yes, for the recipients specified in a template, your API program can choose for them to be notified by SMS only, SMS and email, or email only.
This live example via the API Request Builder uses a template to send an SMS-only notification to a recipient.
This live example via the API Request Builder uses a template to send SMS and email notifications to a recipient.
If you want to know how to replace a template's document with a different document when you send the envelope, here's a live example for that.
The API Request Builder can create the examples in C#, Java, PHP, Node.JS, Ruby, or Python.
everyone,
i have developed an app with Xamarin Forms and i want to implement Push Notification.
I use Azure Notificatio hubs to implement push notification.
I can now receive the push notification in my app but I want to group the push notification (send push notification to determine device)
I want the user to select certain category to receive notification.
but the documentation from Microsoft, does not explain how to do this. the documentation said how to implement push notification with Java, Swift (Native App).
but i want to do everything with C#, because i use Xamarin forms.
can someone please help me???
You could use Routing and Tag Expressions, Which enable you to target specific sets of devices, or more specifically registrations, when sending a push notification through Notification Hubs.
Tags can be used to subscribe to message categories such as news, sports, and weather. For simplicity, the sample application defines a default template with a single parameter called messageParam and a single tag called default. In more complex systems, user-specific tags can be used to message a user across devices for personalized notifications. To learn more about tags, see Routing and tag expressions.
For more details you could refer the docs .
I haven't used DocuSign PowerForms before but have used Connect to receive notifications for envelope status updates from API generated signing requests. I'm trying to find out if PowerForms will also send notifications to a Connect listener for new events such as when someone completes a PowerForm document?
Yes, they do.
The reason is simple - PowerForms eventually just expose the same functionality, an envelope is created and it using all the other features of DocuSign including Connect.
You can set it up on the template from which the Powerform was created, or you can set it as an account-level connect configuration, both options should work.
I'm trying to achieve some requirements via Docusign APIs. Would like to know if it's possible before I start the project.
I've used Docusign app for Salesforce earlier, but now I'm trying to achieve some functionalities through API calls
Ability for a Signed Document sent to a contact (by clicking on a button on contact record) to be attached to the Contact record it was sent from
Ability to write back to the record from a field tagged on the DocuSign envelope
Vinay, this functionality is available using the DocuSign for Salesforce integration. If you would like to write it yourself using APIs, you can start by looking at our Apex toolkit here - https://developers.docusign.com/salesforce/guides/apex-toolkit
DocuSign has a Correcting option (to correct an envelope after it has been sent and before it is signed by the recipient) when you are logged into their site - is there a way to utilize this functionality through SFDC through a web service API? Where we send the unique envelope ID and the changed data to DocuSign, and they in turn revise the doc in the background? The recipient will see the updated document when he accesses the document to sign it.
Yes, you could do this from within an Apex class on SFDC. Don't use a trigger for the class, only a Lightening or force page, since triggered classes have too many restrictions on callouts to other services.