Connect Configurations

Updates a specified Connect configuration

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

Updates the specified Docusign Connect configuration in your account. To enable the configuration, set the allowEnvelopePublish property to true.

After any updates, test your configuration to make sure it works as expected.

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.

Request Body

application/json

The connectCustomConfiguration object describes a Connect configuration for your account.

allowEnvelopePublish?string

Set this value to true to enable the webhook. The default property is false.

allowSalesforcePublish?string

When true, Docusign sends data to the designated Salesforce account through Connect. The default value is true.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

allUsers?string

When true, the tracked envelope and recipient events for all users, including users that are added a later time, are sent through Connect. The default value is false.

Note: If this property is false, make sure you set the userIds property to a non-empty array of user IDs.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

allUsersExcept?string

This flag enables you to toggle between including and excluding specified users from the configuration. When false, the users corresponding to the IDs in userIds will be included in the configuration. Conversely, when true, the users will be excluded from the configuration. The default value is false.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

configurationType?string

The type of the configuration. Valid values:

  • custom: Creates an account-level configuration
  • customrecipient: Creates a Recipient Connect configuration
  • salesforce
  • eOriginal

This property is required.

connectId?string

The Docusign-generated ID for the Connect configuration.

This property is read-only.

deliveryMode?string

The delivery mode of the configuration. Valid values:

  • SIM
  • Aggregate

This property is required.

disabledBy?string
enableLog?string

When true, Connect logging is turned on. Docusign recommends that you enable this functionality to help troubleshoot any issues.

You can have a maximum of 100 active logs in your account. You can view the entries in active logs in the Logs tab in the Connect console.

This property is required.

enableOAuthPerConfiguration?string
envelopeEvents?array<string>

A list of envelope-level event statuses that will trigger Connect to send updates to the endpoint specified in the url property.

When using any of the legacy event message formats, you must include either the envelopeEvents property or the recipientEvents property. If you are instead using the JSON SIM event model, use the events property.

The possible event statuses are:

  • Sent
  • Delivered
  • Completed
  • Declined
  • Voided

Note: These values are case-sensitive.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

eventData?

This object lets you choose the data format of your Connect response.

events?array<string>

A comma-separated list of envelope-level event statuses that will trigger Connect to send updates to the endpoint specified in the urlToPublishTo property.

Set this property when you are using the JSON SIM event model. If you are instead using any of the legacy event message formats, set either the envelopeEvents property or the recipientEvents property.

The possible event statuses are:

  • envelope-created
  • envelope-sent
  • envelope-resent
  • envelope-delivered
  • envelope-completed
  • envelope-declined
  • envelope-voided
  • recipient-authenticationfailed
  • recipient-autoresponded
  • recipient-declined
  • recipient-delivered
  • recipient-completed
  • recipient-sent
  • recipient-resent
  • template-created
  • template-modified
  • template-deleted
  • envelope-corrected
  • envelope-purge
  • envelope-deleted
  • envelope-discard
  • recipient-reassign
  • recipient-delegate
  • recipient-finish-later
  • click-agreed
  • click-declined

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

externalFolderId?string

The ID of an external folder.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

externalFolderLabel?string

The label for an external folder.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

groupIds?array<string>
includeCertificateOfCompletion?string

When true, the Connect Service includes the Certificate of Completion with completed envelopes.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

includeCertSoapHeader?string
includeDocumentFields?string

When true, the document fields associated with the envelope's documents are included in the notification messages. Document fields are optional custom name-value pairs added to documents using the API.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

includeDocuments?string

Reserved for Docusign.

includeEnvelopeVoidReason?string

When true, if the envelope is voided, the Connect Service notification will include the void reason, as entered by the person that voided the envelope.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

includeHMAC?string

When true, Connect will use HMAC to verify the request.

This property is required.

includeOAuth?string
includeSenderAccountasCustomField?string

When true, Connect will include the sender account as custom field in the data.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

includeTimeZoneInformation?string

When true, Connect will include the envelope time zone information.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

integratorManaged?string
name?string

The name of the Connect configuration.

This property is required.

oAuthConfiguration?

A complex object describing a Connect OAuth configuration.

password?string

The password for the Connect configuration.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

pausePublish?string
recipientEvents?array<string>

An array of recipient event statuses that will trigger Connect to send notifications to your webhook listener at the URL endpoint specified in the url property.

When using any of the legacy event message formats, you must include either the envelopeEvents property or the recipientEvents property. If you are instead using the JSON SIM event model, use the events property.

The possible event statuses are:

  • Sent
  • AutoResponded
  • Delivered
  • Completed
  • Declined
  • AuthenticationFailed

Note: These values are case-sensitive.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

requireMutualTls?string

When true, Mutual TLS authentication is enabled.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

requiresAcknowledgement?string

When true, event delivery acknowledgements are enabled for your Connect configuration.

Docusign Connect awaits a valid 200 response from your application acknowledging that it received a message. If you do not acknowledge receiving an event notification message within 100 seconds, Docusign treats the message as a failure and places it into a failure queue. It is imperative that you acknowledge successful receipt of Connect events as they occur by sending a 200 event back.

When true and Send Individual Messages (SIM) mode is activated

If the HTTP status response to a notification message is not in the range of 200-299, then the message delivery failed, and the configuration is marked as down.

The message will be queued and retried once per day. While a Connect configuration is marked down, subsequent notifications will not be tried. Instead, they will be immediately queued with the reason Pending. When a message succeeds, all queued messages for the configuration will be tried immediately, in order.

There is a maximum of ten retries. Alternately, you can use Republish Connect Information to manually republish the notification.

When true and SIM mode is not activated

If the HTTP Status response to a notification message is not in the range of 200-299, then the message delivery failed, and the message is queued.

The message will be retried after at least a day the next time a subsequent message is successfully sent to this configuration (subscription). Subsequent notifications will be tried when they occur. There is a maximum of ten retries. Alternately, you can use Republish Connect Information to manually republish the notification.

When false

When requiresAcknowledgement is set to false and you do not acknowledge receiving an event notification message within 100 seconds, Docusign treats the message as a failure and determines that the server is unavailable. It does not retry to send the notification message, and you must handle the failure manually.

This property is required.

salesforceApiVersion?string

The version of the Salesforce API that you are using.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

salesforceAuthcode?string
salesforceCallBackUrl?string
salesforceDocumentsAsContentFiles?string

When true, Docusign can use documents in your Salesforce account for sending and signing.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

senderOverride?string
senderSelectableItems?array<string>

This property sets the items that are available for selection when adding or editing Connect objects.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

sfObjects?array<>

An array of Salesforce objects.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

signMessageWithX509Certificate?string

When true, Mutual TLS will be enabled for notifications. Mutual TLS must be initiated by the listener (the customer's web server) during the TLS handshake protocol.

This property is required.

soapNamespace?string

The namespace of the SOAP interface.

Note: If useSoapInterface is set to true, you must set this value.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

urlToPublishTo?string

The web address of the listener or retrieving service endpoint. It must be an HTTPS URL.

This property is required.

userIds?array<string>

A comma-separated list of user IDs. This sets the users associated with the tracked envelope and recipient events. When a tracked event occurs for a set user, the a notification message is sent to your Connect listener.

By default, the users will be included in the configuration. If you want to exclude the users, set the allUsersExcept property to true.

Note: If allUsers is set to false, then you must provide a list of user IDs.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

userName?string

The name of the user.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

useSoapInterface?string

When true, the notifications are sent to your endpoint as SOAP requests.

This property is not used for the createHistoricalEnvelopePublishTransaction endpoint.

Response Body

application/json

application/json

curl -X PUT "https://example.com/v2.1/accounts/string/connect" \  -H "Content-Type: application/json" \  -d '{}'
{  "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"}

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.

Gets the details about a Connect configuration GET

Retrieves the information for the specified Docusign Connect configuration. <ds-inlinemessage> To use this method, you must be an account administrator and Connect must be enabled on your account. </ds-inlinemessage>