Question

Use invokable Apex and Flow to automatically generate a gen template, add it to an envelope and send it.

  • 26 March 2024
  • 1 reply
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​I want to use invocable apex and flow to automatically generate a gen template, add it to an envelope and send it.

Does anyone have any code snippets/examples they can share on how to achieve this?

 


1 reply

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Hello,

Docusign makes use of the Apex Toolkit for officially supporting Apex, in which the template generation can be implemented under for automation. Read more here: https://developers.docusign.com/docs/salesforce/how-to/. Apex scripting outside of the toolkit is not officially supported, similarly to code using Docusign API outside of the provided SDKs, so it's generally recommended to use it.

For templates automation, we should be using the Template class: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/template.html

You may find sample snippets, but belonging to other classes, here too: https://github.com/docusign/code-examples-apex/tree/15f38452584b43281fbc448ec50bbf38a8a4c893/force-app/main/default/classes

Let me know if that helps.

 

Alice Goglione (she/her) | Developer Support Engineer II

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