I knew Docusign could use RestAPI to create users, but most time users will get an activation email from DocuSign and go through set passwords and security questions. After everything is done, the user status will change from Pending to Active in the Docusign Admin portal. Is there any way when user status from pending to active, it could send a notification to the API/Url endpoint to allow us to capture user status change event?
I am trying to build DocuSign and other system integration, I want to create DocuSign users from other systems directly, and monitor the user status in other systems.
It looks like DocuSign Monitor can send you alerts for the relevant events. See page 20 of the docs
I don't see a User completed activation event but perhaps you can use another event, eg User Login instead.
Related
We are trying to get a callback from DocuSign to our application when an email failed to be delivered to a signer.
So far, we have set up an ‘AutoResponded’ listener, but did not manage to get a callback.
In our developer account admin settings, we have also enabled following settings:
Account > Updates: Send Individual Messages [Switched status to
Active]
See screenshot
Integrations > Connect: In our custom configuration, under
Trigger Events, we have enabled Recipient Delivery Failed See screenshot
Any advise if we need to enable any other setting? Thanks!
There is a setting which needs to be enabled and it is available only in back-end in DocuSign. You need to create a ticket through our support center provide your account number and ask support to enable it.
You need to be admin on the account to request this change
I want to send web push notifications to registered users, are there any best practices on how to implement the cases when multiple users have access to the same device and one should not see the message of another user.
Thanks in advance.
A web push notification subscription is tied to the browser, not the device.
What you need to do is, map this id with your registered user when he logs in from a particular browser. Also, you need to remove the subscription id mapping with any other users in the system.
In the case of multiple users using the same browser, the above logic will make sure that at a time, a particular browser subscription id is linked only to a single user.
And when you want to send a notification to a registered user, you can retrieve all push subscription IDs linked to this user in your database, and trigger notifications to those subscription IDs.
And don't forget to unmap a subscription id when the user logs out from a browser. Otherwise, he will continue to receive all notifications even if he has logged out.
We are attempting to use a listener to pick up on envelope events and to automate grabbing the completed docs from Docusign and putting them in our document management system. What we would like to do is to listen for all events, like document sent, document received, etc, but only notify the sender when the envelope was voided or declined, not when the receiver signs the documents and the envelope is complete. Is such a thing possible? Thanks in advance.
The events that you subscribe to via DocuSign Connect and the events trigger email notifications to senders are managed entirely separately -- there is no correlation whatsoever between how you manage those two categories of events.
You can configure which Envelope events will trigger email notifications to a specific sender by updating the Sending notification settings for that particular User in your DocuSign account. The Sending notification settings that you specify for a particular user will apply for all Envelopes that person sends (until if/when those settings are changed for the user) -- you can not configure email notification settings for a sender on a per-Envelope basis.
For information about how a User can configure their own email notification settings manually via the DocuSign web UI, see: https://support.docusign.com/guides/ndse-user-guide-manage-notifications.
If you want to use the API to automatically configure email notification settings for senders in your account, you can do so by using the Update User Settings operation, as described here in the docs: https://docs.docusign.com/esign/restapi/Users/Users/updateSettings. Just keep in mind that, as mentioned previously, the settings you specify for a user will apply to all Envelopes that user sends (until if/when the settings are updated again).
Connect Trigger events which you can subscribe to are
As a Sender you can modify sender specific notifications. Please check Envelope Notifications to know how to manage the notifications.
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.
Once any document is sent for signature, we can see that document status like in process, completed. Also email notification is coming to document sender mail. Are these features exposed by docusign rest API?
Yes, absolutely. The status updates are delivered to your program via a "webhook" -- you register a url with DocuSign and then DocuSign calls your app when a change occurs.
You can create a webhook subscription at the account level or for individual envelopes.
See the docs. Recipes are also available at the DocuSign Developer Center.
Added
You can also determine the current status of your signing requests (your envelopes) by polling the DocuSign platform. However, this is actively discouraged, and in any case, you can't poll more than once per 15 minutes for a given envelope. The docs discuss this as well.