Connect Configurations

Get Connect configuration information

GET
/v2.1/accounts/{accountId}/connect

Retrieves all the Docusign Custom Connect definitions for the specified account.

Authorization

OAuth2
AuthorizationBearer <token>

OAuth 2.0 access token obtained via Authorization Code Grant or JWT Grant.

In: header

Path Parameters

accountId*string

The external account number (int) or account ID GUID.

Response Body

application/json

application/json

curl -X GET "https://example.com/v2.1/accounts/string/connect"
{  "configurations": [    {      "allowEnvelopePublish": "string",      "allowSalesforcePublish": "string",      "allUsers": "string",      "allUsersExcept": "string",      "configurationType": "string",      "connectId": "string",      "deliveryMode": "string",      "disabledBy": "string",      "enableLog": "string",      "enableOAuthPerConfiguration": "string",      "envelopeEvents": [        "string"      ],      "eventData": {        "format": "string",        "includeData": [          "string"        ],        "version": "string"      },      "events": [        "string"      ],      "externalFolderId": "string",      "externalFolderLabel": "string",      "groupIds": [        "string"      ],      "includeCertificateOfCompletion": "string",      "includeCertSoapHeader": "string",      "includeDocumentFields": "string",      "includeDocuments": "string",      "includeEnvelopeVoidReason": "string",      "includeHMAC": "string",      "includeOAuth": "string",      "includeSenderAccountasCustomField": "string",      "includeTimeZoneInformation": "string",      "integratorManaged": "string",      "name": "string",      "oAuthConfiguration": {        "authorizationServerUrl": "string",        "clientId": "string",        "clientSecret": "string",        "customParameters": {          "property1": "string",          "property2": "string"        },        "scope": "string"      },      "password": "string",      "pausePublish": "string",      "recipientEvents": [        "string"      ],      "requireMutualTls": "string",      "requiresAcknowledgement": "string",      "salesforceApiVersion": "string",      "salesforceAuthcode": "string",      "salesforceCallBackUrl": "string",      "salesforceDocumentsAsContentFiles": "string",      "senderOverride": "string",      "senderSelectableItems": [        "string"      ],      "sfObjects": [        {          "active": "string",          "description": "string",          "id": "string",          "insert": "string",          "onCompleteOnly": "string",          "selectFields": [            {              "dsAttribute": "string",              "dsLink": "string",              "dsNode": "string",              "id": "string",              "sfField": "string",              "sfFieldName": "string",              "sfFolder": "string",              "sfLockedValue": "string"            }          ],          "sfObject": "string",          "sfObjectName": "string",          "updateFields": [            {              "dsAttribute": "string",              "dsLink": "string",              "dsNode": "string",              "id": "string",              "sfField": "string",              "sfFieldName": "string",              "sfFolder": "string",              "sfLockedValue": "string"            }          ]        }      ],      "signMessageWithX509Certificate": "string",      "soapNamespace": "string",      "urlToPublishTo": "string",      "userIds": [        "string"      ],      "userName": "string",      "useSoapInterface": "string"    }  ],  "totalRecords": "string"}

Deletes the user authentication information for the specified cloud storage provider DELETE

Deletes the user authentication information for the specified cloud storage provider. The next time the user tries to access the cloud storage provider, they must pass normal authentication for this cloud storage provider.

Creates a Connect configuration POST

Creates a custom Connect configuration for the specified account. <ds-inlinemessage> To use this method, you must be an account administrator and Connect must be enabled on your account. </ds-inlinemessage> Connect is a webhook service that provides updates when certain events occur in your eSignature workflows. You can use this endpoint to create: * Account-level Connect configurations to listen for events related to any envelopes sent by one or more account users * Recipient Connect configurations that are triggered when one or more of your account users receive an envelope To set an account-level configuration, set `configurationType` to **custom.** To set a Recipient Connect configuration, set `configurationType` to **customrecipient.** If you want to listen for events on only one envelope, use the [eventNotification](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/#schema__envelopedefinition_eventnotification) object instead. ## Data models There are four possible data models for your Connect configuration. Consider: * Do you want the data in JSON or XML? * Do you want events sent individually (SIM) or in aggregate? Docusign recommends using the [JSON SIM event model](https://developers.docusign.com/platform/webhooks/connect/json-sim-event-model/). <ds-column> <ds-step open="false" hideIcon="true"> <h3>JSON SIM (Recommended)</h3> <div> Set `deliveryMode` to **SIM** and `eventData.version` to **restv2.1.** Use the `events` property to set the event statuses that will trigger your configuration. The following sample request shows how to create an envelope-level configuration using JSON SIM: ``` { "configurationType": "custom", "urlToPublishTo": "YOUR-WEBHOOK-URL", "allUsers": "true", "name": "jsonSimTest", "deliveryMode": "SIM", "allowEnvelopePublish": "true", "enableLog": "true", "eventData": { "version": "restv2.1" }, "events": [ "envelope-sent", "envelope-delivered", "envelope-completed" ] } ``` The following sample request shows how to create a Recipient Connect configuration using JSON SIM: ``` { "configurationType": "customrecipient", "urlToPublishTo": "YOUR-WEBHOOK-URL", "allUsers": "true", "name": "jsonSimTest", "deliveryMode": "SIM", "allowEnvelopePublish": "true", "enableLog": "true", "eventData": { "version": "restv2.1" }, "events": [ "recipient-sent", "recipient-completed" ] } ``` </div></ds-step> <ds-step open="false" hideIcon="true"> <h3>JSON Aggregate</h3> <div> Set `deliveryMode` to **aggregate** and `eventData.version` to **restv2.1.** Use the `envelopeEvents` or `recipientEvents` property to set the event statuses that will trigger your configuration. </div></ds-step> <ds-step open="false" hideIcon="true"> <h3>XML Aggregate</h3> <div> Set `deliveryMode` to **aggregate.** Use the `envelopeEvents` or `recipientEvents` property to set the event statuses that will trigger your configuration. </div></ds-step> <ds-step open="false" hideIcon="true"> <h3>XML SIM (Legacy apps only)</h3> <div> **Note:** This model [is deprecated](https://www.docusign.com/blog/developers/docusign-connect-xml-sim-messaging-format-deprecated). Set `deliveryMode` to **SIM.** Use the `envelopeEvents` or `recipientEvents` property to set the event statuses that will trigger your configuration. </div></ds-step> </ds-column> ## Troubleshooting If your configuration is not working, check the following. * Connect must be enabled for your account to use this function. * If you are using `envelopeEvents` or `recipientEvents`, make sure that the event values are sentence case, not lowercase. * Make sure you have either set `allUsers` to **true** or set `userIds` to a non-empty array of IDs. * By default, this endpoint creates a disabled configuration. To enable the configuration immediately, set the body parameter `allowEnvelopePublish` to **true.** You can also enable the configuration in the UI. * To check if events are being emitted, set `enableLog` to **true** to view event logs in the Connect console. ## Related topics * For more information about Connect, see the [Docusign Connect guide](https://developers.docusign.com/platform/webhooks/connect/). * Use the MyAPICalls sample app to see an [example of this endpoint](https://myapicalls.sampleapps.docusign.com/scenario/6) using the JSON SIM model.