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Find answers to your Docusign Docusign Connect (Webhooks) questions.

  • 42 Topics
  • 84 Replies
42 Topics
C
Newcomer
carlos.torres140Newcomer
asked in Docusign Connect
Testing Webhook connect using localHost URL (URL to publish)

Is there any way to set the localhost in the “URL to Publish” section? I need to test my localhost url and looks like its not possible. Do you recommend any tool to create a fix url temporary while I’m running my test ? I read about ngrok for example but I’m not sure if its secure.

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C
Newcomer
D
Newcomer
Dave WDXNewcomer
asked in Docusign Connect
How do I link one of my Apps and Keys to only one of my connects

I am currently trying to set up my DocuSign account so I have on App & key for each of our pre prod environments (Dev,test,staging) I would like to have three different keys, one for each environment. In turn these three different environments will have a connect for each one, how do I specify that a certain app should only use a certain connect, I can add them all into each one, but it gives me tonnes of failed messages

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M
Community Moderator
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Newcomer
IraWhitmanAtEpicorNewcomer
asked in Docusign Connect
Timeframe for elimination of XML format support

We have an integration that uses both Connect/Webhooks and the Signing API in the legacy XML Format. I know it is deprecated and we should rewrite to the new format, but is there an announced end-of-life date? We have limited resources (like everyone) and lots to do, so we’d like to know by when we must get this done.

131
S
Docusign Employee
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Newcomer
gajendra12Newcomer
asked in Docusign Connect
Access legacy jar file - net.docusign.api._3.docusignconnect

Can anybody guide me to access legacy jar file - net.docusign.api._3.docusignconnect ?

231
I
Docusign Employee
K
Newcomer
KatieLNewcomer
asked in Docusign Connect
Create envelope error: Error response: {"errorCode":"USER_DOES_NOT_BELONG_TO_SPECIFIED_ACCOUNT","message"

I have a flow to create envelope, add doc, add recipient, tag (as needed) and send. When I log into DocuSign, I have 2 accounts, a default and a group account for all the appropriate users. Since I need all users to trigger the flow, I changed the connections to all steps to reference the group account number. All step look good EXCEPT Create Envelope. This one gives me the following error: Failed to retrieve dynamic inputs. Error details: 'The dynamic operation request to API 'docusign' operation 'GetCustomFields' failed with status code 'BadRequest'. This may indicate invalid input parameters. Error response: {"errorCode":"USER_DOES_NOT_BELONG_TO_SPECIFIED_ACCOUNT","message":"The specified User is not a member of the specified Account."}' I’ve tried creating a new connection and it is still upset. Any help is appreciated. Thanks :)

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M
Community Moderator
A
Newcomer
adarshNewcomer
asked in Docusign Connect
Can't be able to access the webhook feature properly

Hi Team, I have configured the webhook feature in my demo account and include OAuth for integration and security, the webhook attempts to call the API when an event is triggered. However, I got an error message in the log. Here is the error message: Error: https://dev.api.genpt.com/catalog/debi-service/debi/documentSign/status :: Error - HTTP call to OAuth authorization server failed: HTTP status code = 401, OAuth response = {"fault":{"faultstring":"Invalid access token","detail":{"errorcode":"oauth.v2.InvalidAccessToken"}}}; My question is: What details can I expect in the webhook API call? What should I configure in my service to handle this properly? Can anyone help us with this? Regards, Adarsh

322
M
Community Moderator
L
Newcomer
LegalOpsNewcomer
asked in Docusign Connect
Error when running PowerAutomate flow that triggers when Docusign envelope changes

Hello, I am trying to generate a flow in Power Automate that is triggered off when a Docusign envelope changes, however, am running into the following error code: The request failed. Response content: '{"errorCode":"USER_NOT_ACCOUNT_ADMIN","message":" User is not an account administrator."}'. After researching this, it’s my understanding that a DocuSign administrator must enable Docusign Connect before a non-administrator can use the Docusign for Power Automate connector to run a flow when an envelope status changes. I have met with the Docusign administrator for my account and we have tried to follow the instructions linked below but do not have a button for “Enable Connect” in the top righthand corner. We do have the ability to click on the “Add Configuration” button, however, upon trying to add a configuration we receive receive another error message stating that Docusign “needs permission to access resource in your organization that only an admin can grant” (see below). Would great

932
L
Newcomer
A
Newcomer
adarshNewcomer
asked in Docusign Connect
Webhook payload in XML Format

Hi Team, Whether it is possible to change the payload format of our webhook from XML to JSON. Our account is an enterprise demo account, and we are currently unable to locate the configuration option within our webhook settings to make this change. Could you please confirm if this feature is available for enterprise accounts and provide guidance on how to update the payload format if it is? Regards, Adarsh

513
C
Community Moderator
L
Newcomer
lk1919Newcomer
asked in Docusign Connect
DocuSign Connect not sending document field values via webhook

I’m using DocuSign Connect to send a webhook to Zapier when a document is completed. When I review the output of the webhook sent to Zapier, I do not see the document field values. My custom connect is set up using REST v2.1 data format, SIM delivery mode, and data included is the following: Custom Fields Documents Attachments Document Fields Recipients Has anyone else had this issue or know a way I can adjust my configuration so that the output includes the document field values?

431
A
Conversation Starter
A
Newcomer
adarshNewcomer
asked in Docusign Connect
need clarification regarding docusign webhook feature

Hi Team, I am using the DocuSign feature in my current application. Currently, we have two servers, DEV and QA, and I have only one developer (demo) account. What I need is, if I trigger the mail through my DEV server using the integration key, it should trigger the DEV URL in the webhook whenever an event happens for that particular envelope ID. I need the same functionality in the QA server as well, without any conflicts. If I use the same integration key for both DEV and QA with different webhook configurations in the webhook connect feature, what will happen? Also, what is the best/relevant way to approach this scenario? Regards, Adarsh

403
G
Docusign Employee
S
Newcomer
shin jihoNewcomer
asked in Docusign Connect
I tried integration with Onedrive but, Error page is shown

I tried integration with Onedrive but, Error page is shown. I used personal account on microsoft. how can i integration with onedrive on docusign? It’s error page screenshot.

412
S
Newcomer
T
Newcomer
triSaaS_devNewcomer
asked in Docusign Connect
DocuSign Connect Not Sending Events

We have an application the is integrated with DocuSign via the C# SDK. We allow users of our app to sign into their own DocuSign accounts to create and send envelopes which is then facilitated by the various SDK API calls. The users can successfully create and send envelopes, however if they are signed into their own accounts Connect is not capturing any events to forward to our webhook. If we sign in and use the account that is associated with our integration to send and create envelopes Connect forwards the events to our webhook as expected. Am I missing some settings within our configuration of Connect or are you not able to capture events across accounts? Is there any solution to this instead polling for envelope / recipient status changes?

1144
R
Newcomer
D
Newcomer
Dennis.W.WatsonNewcomer
asked in Docusign Connect
HMAC Validation

I am writing an app to download documents after being signed to integrate into our in-house application. I am having a little trouble with “public static bool HashIsValid(string secret, string payload, string verify)” In the development environment this works without error. I create a document, sign it and via connect the json and headers are sent to webhook.site I pick up the json and x-docusign-signature-1. I place the HMAC from development connect as the secret, the json as the payload, and x-docusign-signature-1 as verify and my json verifies. In production I do the same, I place the HMAC from admin connect as the secret, the json as the payload, and x-docusign-signature-1 as verify, but it always fails. I have also published this application out for testing. I change connect to use the URL of my application. I read the HMAC for development, the json and x-docusign-signature-1 are read from what DocuSign sends. The HMAC is validated and the document is stored in the appropriate dir

341
B
Docusign Employee
A
Newcomer
AllieOlsonNewcomer
asked in Docusign Connect
Docusign Connect Sends Two Events when Reassigning an Envelope

I have an application that I am connecting to DocuSign esignature and connect. I have configured connect event to for recipient signed/completed and reassign. When a recipient signs the envelope it is working fine and sending a recipient-completed action via connect. However, when I reassign via the email sent as part of the envelope - connect sends a recipient-completed event for the initial signatory, immediately followed by a recipient-reassign event. I would expect it to only send the reassign event. Is there a way to configure it to only send the reassign event in this scenario? Or is it possible in the recipient-completed event to tell whether the recipient actually signed or not?

351
JohnSantos
Valued Contributor
F
Newcomer
Fusion06Newcomer
asked in Docusign Connect
How to use multiple "FROM" address for a single envelope.

We are currently leveraging DocuSign keys within Oracle Integration Cloud (OIC) for a KYC process. In our current setup, the email notifications accompanying envelopes sent to customers display a single "From" address corresponding to the account configured for this process. The challenge arises when we involve multiple departments in our workflows. We have developed separate processes for various stakeholders, including Sales, HR, and others. Each department would like their envelopes to display a unique "From" address specific to their role or function. Could you please confirm if it is possible to configure multiple "From" addresses for envelopes based on the process or department? If so, we would appreciate guidance on the best approach to implement this functionality.

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A
Conversation Starter
O
Newcomer
Office_Tech732Newcomer
asked in Docusign Connect
How to Provide DocuSign field names integrating DocuSign connect with Laserfiche?

I'm working on integrating DocuSign connect with Laserfiche I need to Provide DocuSign field names however, these fields, don't exist on my templates for the following data points: Document Name:Document Date:Document Worker: How would I provide field names to collect this data? Do these fields need to be added to each template? If so, is there an automated way to populate these fields and have them hidden?

151
JohnSantos
Valued Contributor
M
Newcomer
mshaikhNewcomer
asked in Docusign Connect
Docusign Integration with Dynamics 365

Hello, I am trying to implement a change in the docusign process. Our docusign is registered with a service account and all templates are created using that service account. When a user in Dynamics CE generates a docusign letter it sends out the document from the service account email address. So the receiver of the email when returns the document it goes back to the service account. This is creating a bit of confusion as we have multiple people on the team who send out documents from docusign. I tried to change the email address on the docusign user entity in MS dynamics and created the user with the same email in docusign. It send out the email from the users email address XXX-username@email.com but it is not working for all users. Thanks in advance.!

341
Alexandre.Augusto
Docusign Employee
F
Newcomer
Fusion06Newcomer
asked in Docusign Connect
Using Multiple Integration Keys in OIC

We are currently using DocuSign keys in Oracle Integration Cloud (OIC) for a KYC process that is live and functioning well. Now, we have a new requirement to implement DocuSign for a separate employee onboarding process. I have a few questions regarding this: Since we already have a DocuSign key in the production environment for the KYC process, can we reuse the same key for the employee onboarding process? The flow for both processes is similar: Define a template in DocuSign (the templates differ for each process). Use these templates in our integration. Once an envelope is signed (by a customer or employee), the information is processed via a "Connect" configuration. For these two separate processes, can we set up two independent "Connect" configurations in DocuSign? If having two "Connect" configurations is possible, how can we ensure they do not overlap and that each configuration only handles the relevant process?

341
B
Docusign Employee
Y
Newcomer
YantingNewcomer
asked in Docusign Connect
Only upload option available is Use a Template.

One of my users can't upload any documents sending an envelope. Only option available is Use a Template. The user applied these steps: Logged into DocuSign Click on "Drop documents to get started or click the 'Start' button." Click "Send an envelope" On the Add document section click "Upload" The only option that appears in the dropdown is "Use a template" Typically, we would have the following options: Browse Use a template Box Dropbox Google Drive OneDrive What is the reason that the user is unable to see the other options?

302
A
Community Moderator
S
Newcomer
saloniNewcomer
asked in Docusign Connect
Could not find a Docusign User entity for the current user - transaction creation failed

We have a client setup Docusign Integration and suddenly they started getting error “Could not find a Docusign User entity for the current user - transaction creation failed”. I have confirmed that the user has “Docusign User” role in the system. I have also tried clicking on “Go to Docusign” to re establish the connection. I have also confirmed that the user who installed the Docusign integration is a system admin and the account has an account name. Still not able to get through this error.

1053
S
Newcomer
G
Newcomer
glasfundsDevelopersNewcomer
asked in Docusign Connect
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

663
G
Newcomer
S
Newcomer
Shrenik DeepNewcomer
asked in Docusign Connect
How to Integrate DocuSign Webhook with Node.js for Post-Signature Database Updates

I’m building a contract management system using Node.js that integrates with DocuSign. When a contract is created from the frontend, an email is sent to the customer with a document to be signed. I’ve successfully set up a trigger event using DocuSign Connect, so that once the customer signs the document, DocuSign sends a payload to a specified URL (currently pointing to a test URL from WebHook.site). Now, I need to configure my Node.js application to receive this webhook payload, allowing me to process it and perform certain database updates after a successful customer signature. What’s the best way to achieve this integration?

771
E
Docusign Employee
R
Newcomer
RaymondBNewcomer
asked in Docusign Connect
webhook payload in JSON format minified?

I am in the process of building out a Connect webhook call to notify our app when a document is signed. This webhook goes through a proxy for security and resilience reasons and then on to an AWS API Gateway. the JSON payload for our Document is VERY large (38000 lines) due to lots of repeated fields with drop downs that themselves have lots of options. This has proven interesting in that one of the proxy’s scans for malware in the payload is taking 18 seconds. However, if I feed that payload through a json minifier it scans in about 1 second I dontt have a way to test it as I cannot point the Connect config to our proxy because its not exposed to the internet and (as its a large corp) I cannot just put the proxy into a higher environment without lots of rigor.The payload I am testing with was copied from the Connect logs (UI) so I don’t fully trust that its a faithful representation of the payload formatting…. so: Can someone tell me if the Connect payload for a Rest V2.1 webhook for

470
R
Newcomer
A
Newcomer
akipNewcomer
asked in Docusign Connect
Feasibility of OAuth 2.0 Validation with DocuSign Connect and Salesforce Integration

I am looking to use DocuSign Connect to update the status of processes in Salesforce and, upon completion, save the signed PDF file in Salesforce. While I've been able to update the status using the object mapping feature between DocuSign and Salesforce, I found it difficult to save the PDF file post-signature using this method. To address this, I created a custom REST API in Salesforce and made it public via Salesforce Sites, allowing for public access to the API. Initially, I considered OAuth 2.0 as a way to validate the source of the requests, which brings me to my main question: although DocuSign Connect supports the Client Credentials Grant flow of OAuth 2.0, Salesforce does not. As a result, I abandoned OAuth 2.0 for validation. Instead, I implemented HMAC signature validation using the Connect Key, and Salesforce is now able to receive the requests. Is my understanding correct that OAuth 2.0 validation cannot be used with DocuSign Connect when the recipient is Salesforce? Refere

521
K
Docusign Employee
A
Newcomer
akipNewcomer
asked in Docusign Connect
I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect.

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: Enable OAuth: Checked Client ID: Configured Client Secret: Configured Authorizatio

1727
Hengfeng Ge
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