DocuSign Connect Event by App

Hello DocuSign community,

I have an account with two apps, one for each business application in the company I work on. I also have several templates, which currently are all used in one of my apps to generate envelopes to clients to sign. Also, I have a few webhooks configured on DocuSign Connect to inform my application about events on the envelopes.

Now, I want to add a few templates to be used by my second app. I would like, as well, to configure webhooks to inform my second app about envelope events. As far as I understand, if I configure a new webhook and provide an URL for my second app, it will receive events related to all envelopes, created from templates associated with the first and with the second app.

Is there a way to have a more separated configuration, so I could have templates and webhooks associated with one app (and integration key) only?

Thanks in advance

Page 1 / 1

Hi

If you are using API to create the envelope, instead of setting up an account level connect configuration you can set up event notifications for individual envelopes using the eventNotification property in the envelopeDefinition body.

Please checkout this guide to learn more.

If you are not using API to send envelopes then you can maybe include or exclude the connect configuration for sepcific users or groups using the "Associated Users/Groups" option in custom connect configuration for users or groups associated with each of the apps.

Please checkout this documentation for more details.

Thanks,

Abhi Singh

For the account-level Connect configuration (Docusign Portal > Admin > Connect), you can prevent the events from sending through two ways:
1. Updating the Trigger Events
2. Updating associated user/groups

However, it seems that the above two options doesn't meet your use case. In this case, I suggest you use envelope-level Connect configuration. Envelope-level Connect configurations enable your listener to receive a notification when a selected trigger event occurs for specific envelopes. And this can only be configured through the code in your application. More information about envelope-level Connect configuration is here: https://developers.docusign.com/platform/webhooks/connect/

Thank you for your help! I am using the Python SDK and I will try the envelope-level Connect configuration.

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded