We're currently have our application integrated to DocuSign through the DocuSign SOAP API. We want to use DocuSign Payment with Stripe. Trying to determine if the DocuSign SOAP API will work in creating the payment tab or will we need to switch to using DocuSign REST API.
The effort of rewriting our integration to use DocuSign REST API is a bigger task so looking to see if the SOAP API will work with DocuSign Payment since I couldn't find any example.
For many use cases, a template can hold the fields (tags) needed for payments. So you could create a template that includes payments using the DocuSign web tool, then create an envelope via SOAP that uses the template.
If you want to include the specific payment tag via SOAP, that might be problematic since the tag is not in the WSDL. There is no plan to update the WSDL.
If you can create the SOAP message manually, you could try to add the payment tag. See workflow example 14. Here is the Java version.
Related
This is my first time posting so apologies if I don't explain things clearly.
I've created a Custom Connector within Power Apps that does an API call to my DocuSign Account. The API call I am currently leveraging is to create DocuSign Envelopes:
/restapi/v2.1/accounts/{accountId}/envelopes
Link to DocuSign API Library: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/?explorer=true
My issue is that I do not know how create Envelopes on behalf of other DocuSign Users while using the API call within my Connector. Since the Custom Connector required me to log into my DocuSign Account, every time I use the Connector the Envelope generated from the API call gets associated to me (I am able to see it within "Drafts" when I log into my DocuSign).
Sorry if this is a bit confusing. My end goal is to use my Custom Connector and its API calls within a Canvas App. However, I want the Envelopes created not to always be associated to my DocuSign account especially if the Canvas App is used by other End Users.
Any help would be much appreciated!
Thanks!
Screenshot of Test call:
Request
Screenshot of Test Call: Response
Screenshot of Envelope within DocuSign Account: Snippet
This is Yara from DocuSign Developer Support.
Since you want to create envelopes on behalf of other DocuSign Users while still using the API call within your connector, you can use the Send On Behalf Of Functionality (SOBO). This functionality allows a single user in an account to authenticate for other members of the account and send fully defined envelopes on their behalf.
Here's a detailed guide on the SOBO functionality: https://developers.docusign.com/docs/esign-soap-api/esign101/auth/send-on-behalf-of/
We are attempting to do a SOAP API call to a DocuSign account using the SOAPUI program and we are wanting the envelope to be created as a draft. Currently we only have access to the "CreateAndSendEnvelope" method so we don't have access to use the "state" xml tag so that we can create the envelope as a "draft" by using the "CreateEnvelope" method. The SOAP API guide from DocuSign is not 100 percent clear when it comes to these two methods because it says they are very similar and it doesn't show the schema for the "CreateEnvelope" method.
Can anyone verify that I am not able to create an envelope as a draft using the "CreateAndSendEnvelope" method and that the only way I would be able to do so would be to use the "CreateEnvelope" method?
Thank you in advance for your help!
CreateAndSendEnvelope cannot be used for Draft Envelopes. CreateEnvelope is used to create a Draft status envelope. But since you are doing a new Integration, it is recommended to use REST API. Sample response for CreateEnvelope call would look like below (check status will always be Created):
<CreateEnvelopeResponse xmlns="http://www.docusign.net/API/3.0">
<CreateEnvelopeResult>
<RecipientStatuses/>
<TimeGenerated>2020-02-18T22:30:33.4707464</TimeGenerated>
<EnvelopeID>033b9ca5-ac56-467a-99c5-63e2a37b9eef</EnvelopeID>
<Subject/>
<UserName>Amit Sender</UserName>
<Email>email#gmail.com</Email>
<Status>Created</Status>
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
Currently I am using #DocuSignAPI to create envelope in which API required x and y position to add signature from recipients.
So my requirement is like if i upload the document it should be redirect to the Docusign UI where recipient would login and sign the document.
So the thing is instead of creating rest call via API.
I need some api where Docusign is going to handle by its way so i do not need to create UI for that which is very complex to build from my side.
Anyone can help me with is will be really great.
Thanks in advance
Check out this DocuSign recipe: Sign from Your App.
This sample (and many others) are available on the DocuSign Developer Center, along with tons of documentation about various integration scenarios and API reference.
Has anyone out there created an API to kick off docusign from within the equote module in Autotask?
I can't locate any references of autotask customers using docusign, nor docusign 'autotask' customers.
From the DocuSign perspective, DocuSign can be integrated with any system that allows integration. DocuSign offers both a REST API and a SOAP API, both of which enable you to add DocuSign eSignature transaction management functionality within the app being integrated. The DocuSign Developer Center contains a wealth of information about the DocuSign APIs (http://www.docusign.com/developer-center).
Since Autotask has an API that promotes "creating seemless integrations with leading...cloud- and managed-services tools" (http://www.autotask.com/main-pages/solutions/integrated-modules-features/open-api), I see no obvious reason that DocuSign couldn't be integrated with Autotask. i.e., provided that Autotask allows you to implement integration code that makes either REST API or SOAP API calls to another system, and use the API responses that you receive to subsequently implement the desired action(s) in Autotask (via their API), then integrating DocuSign with Autotask is certainly feasible.