Salesforce Contracts API 序列範例

要求內文:

{
    "sourceObjectId":"{$SourceObjectId}",
   "templateName":"{$DocumentTemplateName}",
    "isAutoDocgenRequired":false
} 

要求內文:

{
    "templateId":"<DocumentTemplateId>"
}

要求內文:

{
    "templateId":"{$templateId}"
} 

使用「執行動作 API」呼叫提交以待批准動作。端點保持不變,但每個 API 都有不同的要求參數。

{
    "actionApiName" : "submitForApproval"
}

動作 API 必須涵蓋下列參數:

{
  "actionApiName": "sendForESign",
  "actionData":
  {
  "requestBody": <Request Body for E-Signature>  }
}

範例要求內文。您必須將 JSON 詳細資料轉換為「字串」,並將其新增至上述要求內文中。

{
    "vendor": "Docusign",
    "emailSettings": {
        "emailSubject": "<EMail Subject>",
        "emailBody": "<EMail Body>"
    },
    "documents": [{
        "fileExtension": "<Ex:docx>",
        "name": "<File name to be sent for ESign EX:Test.docx>",
        "sourceId": "<Document Content Id of the file to be sent for ESign>",
        "sourceType": "Content",
        "documentId": "1"
    }],
    "recipients": {
        "signers": [{
            "name": "<Signer Name>",
            "email": "abc@example.com", 
            "recipientId": "1",
            "routingNumber": 1,
            "recipientType": "signer",
            "recipientLocale": "EN",
            "signerRole": 1,
            "routingOrder": 1
        }],
         "inPersonSigners": [{
            "name": "<Host Name>",
            "email": "xyz@example.com", 
            "recipientId": "2",
            "routingNumber": 2,
            "parentSignerName":"<Name of the In Person Signer>",
            "recipientType": "inPersonSigner",
            "recipientLocale": "EN",
            "signerRole": 2,
            "routingOrder": 2
        }],
         "carbonCopies": [{
            "name": "<Carbon Copy Recipient Name>",
            "email": "test@example.com", 
            "recipientId": "3",
            "routingNumber": 2,
            "recipientType": "carbonCopy",
            "recipientLocale": "EN",
            "routingOrder": 2
        }]
    },
    "notificationSettings": {
        "useAccountDefaults": false,
        "reminders": {
            "reminderFrequency": "1",
            "reminderDelay": "2",
            "reminderEnabled": false
        },
        "expirations": {
            "expireWarn": "1",
            "expireAfter": "5",
            "expireEnabled": false
        }
    }
}

將臨時要求傳送至 DocuSign 以更新信封狀態。簽署者簽署文件後,您可以呼叫「更新信封 API」。

{
  "actionApiName": "updateEnvelopeStatus"
}

使用 API 啟用契約。

{
    "actionApiName" : "activateContract"
}

若要終止契約。

{
    "actionApiName" : "terminateContract"
}