Webhook Configuration
To configure the Webhook for DocuSign settings, you must add the settings to both the DocuSign Account and your Salesforce organization.
To configure DocuSign account
- Login to your DocuSign account.
- Navigate to Settings. In the options menu on the left under Integrations, click Connect.
- Click the Add Configuration and select Salesforce from the dropdown.
- In the popup menu, follow the steps to choose your SOAP Web Services API Version and Environment, then input your Salesforce Username, Password, and Security Token.
Once your Salesforce account is configured, enable the following settings:
System Settings
- Enable Log {maximum 100}
- Require Acknowledgement
- Use Content Files
Associated Users
All Users
Connect Objects
Click New Object, give it the Object Name "DocuSign Envelope Recipient Status" and select DocuSign Envelope Recipient Status from the Select Salesforce Object dropdown.
Add the following values:
|
Select Where |
|
|---|---|
|
Docusign Field |
Salesforce Field |
|
Update Fields |
|
|
Envelope ID |
DocuSign Envelope Id (Upper) (string) |
|
Recipient Email |
Email ( email ) |
|
Recipient Status |
Webhook Status ( string ) |
Trigger Events - Recipient Events:
- Recipient Signed/Completed
- Recipient Declined
To configure in Salesforce
- Navigate to .
- Click Manage.
- Click Edit for System Properties.
- Enable the Docusign Webhook Enabled.
- Click Save.
