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Goal:

I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect. The envelope is created using Salesforce Apex, and the signing status is received through a custom Salesforce REST API that is implemented with Apex.

Issue:

I have completed the DocuSign Connect setup, but no logs appear in the "Logs" tab, and even after completing the signing, no requests are coming to Salesforce.

DocuSign Connect Settings:

Listener Settings:

  • Status: Active Connection
  • Name: SalesforceStatusUpdate
  • URL to publish: https://[mydomain].my.salesforce.com/services/apexrest/namespace/docusign
  • Enable Logs: Checked
  • Require Acknowledgement: Checked

Data Format: REST v2.1 Event Message Delivery Mode: Send individual messages

Trigger Events:

  • All checkboxes under Envelope and Recipient are checked

Associated User/Group: All Users

Integration and Security Settings:

  • Include OAuth: Checked

OAuth 2.0 Settings:

Steps:

  1. Create the Envelope in Salesforce using Apex, and retrieve the Envelope ID.
  2. Register the Envelope ID in a Salesforce object (table).
  3. Complete the signing process for the Envelope sent in step 1.
  4. DocuSign Connect should trigger and send the signing status to the custom REST API implemented in Salesforce Apex, but it is not activating.

Additional Information:

  1. The custom Salesforce REST API has been tested and verified to work with API Tester or similar tools.
  2. The signing status from DocuSign Connect is intended to be received via the custom REST API in Salesforce Apex.

 

Welcome to the Docusign Community @akip ! 

This does look like no events were published. Have you created any new envelopes after creating the Connect configuration? Docusign Connect can’t publish events retroactively for envelopes that were created before the configuration was created. 

One other thing I would check is in case you have memberships in multiple accounts, if the Connect configuration was created on the same account that the envelope was created on.  

 

@karan.kaushik 

 

Thank you for your suggestions. Here's an update on the situation:

  1. I have created multiple new envelopes after setting up the Connect configuration, so it’s not an issue of using pre-existing envelopes.

  2. The account used for creating the envelopes is the same as the one where the Connect configuration was set up, so it’s not an account mismatch issue either.

  3. I have enabled logging in the Connect configuration, but no logs are appearing in the "Logs" tab.

  4. I’ve also checked that all the necessary events (Envelope and Recipient related) are properly selected in the Connect configuration. All trigger events are enabled.

  5. I've tested the Salesforce-side REST API endpoint using API testing tools (like API Tester), and it works correctly, so I don’t believe the issue is on the Salesforce side.

Additional Info: I am currently on a Business Pro Trial license that technically expired on 2024/08/24. However, I am still able to send signature requests, execute signatures, and complete the signing process successfully, so I would assume that the Connect logging functionality should also work similarly under the trial account.

Despite these steps, no requests are being sent to Salesforce, and the logs in DocuSign Connect remain empty.

If anyone has encountered a similar issue or can suggest further debugging steps, I would greatly appreciate your help!

 

▼Business Pro Trial

 

▼Connect Setting（Enable Logs）

 

could you check whether this envelope is in the agreements of this account and failures of connect.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

Thank you for your suggestions. Here's an update on the situation:

I have created multiple new envelopes after setting up the Connect configuration, so it’s not an issue of using pre-existing envelopes.

The account used for creating the envelopes is the same as the one where the Connect configuration was set up, so it’s not an account mismatch issue either.

I have enabled logging in the Connect configuration, but no logs are appearing in the "Logs" tab.

I’ve also checked that all the necessary events (Envelope and Recipient related) are properly selected in the Connect configuration. All trigger events are enabled.

I've tested the Salesforce-side REST API endpoint using API testing tools (like API Tester), and it works correctly, so I don’t believe the issue is on the Salesforce side.

Additional Info: I am currently on a Business Pro Trial license that technically expired on 2024/08/24. However, I am still able to send signature requests, execute signatures, and complete the signing process successfully, so I would assume that the Connect logging functionality should also work similarly under the trial account.

Despite these steps, no requests are being sent to Salesforce, and the logs in DocuSign Connect remain empty.

If anyone has encountered a similar issue or can suggest further debugging steps, I would greatly appreciate your help!
 

▼Lisence

 

▼Connect Settings（Enable Logs）

 

@Hengfeng Ge 

Attached are screenshots from the "Aggreements" section and "Report" reports in my DocuSign dashboard. Despite executing and completing several signature processes via API, the dashboard shows "No results." This indicates that there may be an issue with the settings of my account, which could potentially be related to why no Connect logs are being generated. Could you advise what further checks might be necessary?

 

It turns out there was a mix-up with my accounts that I hadn't fully appreciated until now. I have an older developer account where I originally set up the signature request API, and a separate user account that I usually log into. Due to this, my activities weren't reflecting properly in the user account I was regularly accessing. 

Good news, many of our customer meet this issue before. they alway register a trial account. then we will create a prodution account. Now we will confirm with customer whether they have more than one account for their email. if they have trial account, we will suggest they close it. 

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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