My scenario is when a template is created/deleted at DocuSign portal then is there any way DocuSign notify my application that a new template has been added or deleted. So that I can sync my DocuSign portal and application database in the context of templates.
Just like DocuSign notify about Envelope status event when the envelope is sent/Signed/completed etc. to a custom webhook, just like that needed for a templated creation or deletion, etc.
We don't provide that capability currently. You can always call our API endpoint /{{apiVersion}}/accounts/{{accountId}}/templates to get a list of templates and cache it locally for comparison later.
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My application wants to send an email to signer for signing DocuSign (remote signing using DocuSign rest api) and after completing signing, the website should get the update that the envelope is signed and update the database.
So can I set the brand destination URL, so that the website will get the envelope Id in the merge field and we can update the database?
In this scenario do we need to use a webbook or set a brand destination URL as I said earlier?
after completing signing, the website should get the update that the envelope is signed and update the database.
Best way to handle this is to use a DocuSign webhook. You have two options:
Use the Connect Webhook feature for an account-level webhook. This will send a notification to your server (your "listener") anytime any application in the account, for any user, sends an envelope. You can set which users will trigger a notification and which events (eg envelope_sent, envelope_completed) etc.
The webhook configuration is defined for the account using the eSign settings application or via the API.
Use the eventNotification attribute of the Envelopes:create API call. You get basically the same options as the account-level webhook, but for just one envelope. You define the webhook's settings when you make the API call to send the envelope.
Here's a live example via the API Request Builder. You can configure the example with a webhook listener URL from webhook.site or from similar services.
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 have a web application integrated with DocuSign API, to pass in recipient details to a DocuSign template and initiate signing process. The template has tags for each recipient to enter relevant information and sign.
Once the document is completed/signed by all recipients, the information available in the document needs to be passed on to another web application bound to a DB. What are the options available in DocuSign to trigger document data(e.g. recipient1 signed date) transferred to a DB/other systems on document completion? Any advice on this is appreciated.
You probably need to provide more specific information but generally, you can use DocuSign Connect and configure your API source to integrate the data. After that, you will be able to use webhooks (or Connect) to send tabs data and signing statuses to your 'other systems'.
Once you get your Connect figured out, you can then have GET request using this
{{baseUrl}}/envelopes/{{envelopeId}}/recipients?include_tabs=true
and then have a wrapper class to export desired tabs (ex. Date Signed or other Text Tabs)
OR you can configure a webhook to sync your data between DocuSign and other systems:
Code Example: Using a Webhook to Track Envelope Status
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.
Hi I'm integrating from Developer account to my sandbox salesforce via REST API. The document signing API is working, but how do I associate the envelop to a salesforce record so that it shows up on the DocuSign Envelopes related list? It works if I send the document via a custom button on the custom object in the UI. Is it possible to do so via API calls?
I believe the creation of the DocuSign Envelopes records are controlled by the DocuSign for Salesforce managed package. That would explain why it works when utilizing your custom button, but not your API integration.
Out of the box, "DocuSign Envelope Statuses" are generated regardless of where it is sent from. As long as you pass the Salesforce record ID within a DocuSign Envelope Custom Field within your request, you could configure Connect to relate the envelope to a specific Salesforce record.