You can now add or remove users from workspaces via the API:

  • Add Users: Add users from your organization to a workspace.
  • Remove Users: Remove users from a workspace unless they are the owner of the organization or it's their last workspace.

For more details, refer to our Workspaces guide.

To help you create even better integration with our API, we have added 3 new Webhook events:

  1. signature_request.deleted to be notified when a Signature Request is deleted.
  2. signature_request.canceledto be notified when a Signature Request is canceled.
  3. signature_request.reactivatedto be notified when an expired Signature Request is reactivated.

Please consult our dedicated guide to learn more about Webhooks.

It's now possible to trigger actions when a signature is completed on iFrame integration.

We provide a new method onSignatureDone() on our latest iFrame SDK version (1.6.0).

This is the preferred moment if you want to download the complete document with all signatures.

For more details about how to use it, please check the iFrame SDK reference.

πŸ”— It’s now possible to set a custom URL to which the signer will be redirected if they decline the signature.

It can be configured:

  • At Signer level in the Signer creation endpoint POST/signature_requests/{id}/signers (see API reference).
  • In the Custom Experience; either in the web app or via API in the Custom Experience creation endpoint POST/custom_experiences (see API reference).

Learn more about how to redirect a Signer at the end of the signing flow here.

πŸ“˜

What is Salesforce ?

Salesforce is a cloud-based Customer Relationship Management software (CRM). It makes it easier for companies to find more prospects, close more deals, and connect with customers so they can provide them with appropriate service at scale.

To ease Yousign's API integration within Salesforce we released a Toolbox for Salesforce!

This toolbox provides plug & play functionalities, code samples and documentation. You have access to the source code and metadata to customize it to your needs if necessary. As such, you are able to avoid the troubles of technical constraints and focus on customizing the integration to your business processes.

For more details on how to install this toolbox in your organization, refer to our Getting Started guide.

It is now possible to retrieve the decline information in the payload with a GET /signature_requests/{id}

You will have the information on:

  • The Signer who declined
  • The reason for the decline
  • The date and time of the decline

Please find more details about the response of the endpoint on the API reference.