Earlier this year we wrote about how you can integrate FileMaker with DocuSign, the leading electronic signature platform, to automate the electronic document signing workflow using the FileMaker platform. In that article and video we demonstrated how you could generate a PDF from a FileMaker layout with merge fields then send a document signing request to the recipient using the DocuSign API, all from within FileMaker Pro.
At the time we were manually downloading the completed/signed PDF from DocuSign once we received the email notification from DocuSign that it had been completed. Since that article we done a number of FileMaker/DocuSign integrations and had some requests to automate the downloading of the completed PDF so users don’t need to manually download this. There’s two main options available here – Polling or Webhooks:
- Polling involves making a request to DocuSign for the current status of an envelope. For example you could create a FileMaker Server scheduled script to run periodically to check the status of a DocuSign request, and then if it is completed download the final PDF. You are limited to checking the status of each envelope to once every 15 minutes – polling rates are checked by DocuSign and exceeding this limit can lead to failures with the automated review process
- Webhooks are the preferred option as DocuSign can automatically notify you when the status of a DocuSign envelope changes. You don’t have to make unnecessary polling requests to continually check the status of an envelope – DocuSign will notify your application via the URL you specify when setting up your particular webhook.
In our experience we receive the Webhook notification within 15-30 seconds on average after the event without having to make any requests to DocuSign. We just wait for the notification from DocuSign that a request has been completed and then download the completed PDF into a FileMaker container field. We’ve written about how we use Webhooks for some of our other solutions, including Xero, WooCommerce and Shopify to be automatically notified of specified events, such as a new online order or a customer payment. Using DocuSign Webhooks is another example of how you can automate your business workflows and remove any unnecessary polling requests.
Here’s a short video showing the ‘Envelope Signed/Completed’ Webhook in action (you can also watch it on YouTube here):
If you would like to discuss integrating DocuSign with your FileMaker solution please get in touch for a free initial consultation to discuss your requirements.