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Sending e-sign document via Apex Trigger or Process Builder

New Here ,
Nov 14, 2016

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Hi,

I want to send e-sign agreement either with an Apex trigger or via Process Builder. I have configured "Send on behalf of" field to a salesforce user. I have created a record in echosign_dev1__SIGN_Agreement__c object, have populated recipient and linked to master opportunity as well as follow

for(Opportunity opp: opps)

    {

        if(opp.Offer_Stage_Status__c=='Offer Accepted' && opp.Applicant_1__r.PersonEmail!=null)

        {

            echosign_dev1__SIGN_Agreement__c ag=new echosign_dev1__SIGN_Agreement__c();

            ag.Name=opp.Name + System.now();

            ag.echosign_dev1__Sender_User__c=setting.EchoSign_Sender_User__c;

            ag.echosign_dev1__Opportunity__c=opp.Id;

            ag.echosign_dev1__Recipient__c=opp.Applicant_1__r.PersonContactId;

            agreements.add(ag);

            mapOppAgreement.put(opp.Id, ag);

        }

    }

    if(agreements.size()>0)

        INSERT agreements;

The above code inserts the agreements. There is more code after the above segment which attaches a PDF file to the record inserted above.

Now I want to trigger the send action. Any idea how should I trigger the document sending?

Ideally I'd like API function to send the document.

Regards,

Attiq

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Sending e-sign document via Apex Trigger or Process Builder

New Here ,
Nov 14, 2016

Copy link to clipboard

Copied

Hi,

I want to send e-sign agreement either with an Apex trigger or via Process Builder. I have configured "Send on behalf of" field to a salesforce user. I have created a record in echosign_dev1__SIGN_Agreement__c object, have populated recipient and linked to master opportunity as well as follow

for(Opportunity opp: opps)

    {

        if(opp.Offer_Stage_Status__c=='Offer Accepted' && opp.Applicant_1__r.PersonEmail!=null)

        {

            echosign_dev1__SIGN_Agreement__c ag=new echosign_dev1__SIGN_Agreement__c();

            ag.Name=opp.Name + System.now();

            ag.echosign_dev1__Sender_User__c=setting.EchoSign_Sender_User__c;

            ag.echosign_dev1__Opportunity__c=opp.Id;

            ag.echosign_dev1__Recipient__c=opp.Applicant_1__r.PersonContactId;

            agreements.add(ag);

            mapOppAgreement.put(opp.Id, ag);

        }

    }

    if(agreements.size()>0)

        INSERT agreements;

The above code inserts the agreements. There is more code after the above segment which attaches a PDF file to the record inserted above.

Now I want to trigger the send action. Any idea how should I trigger the document sending?

Ideally I'd like API function to send the document.

Regards,

Attiq

Views

495

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Nov 14, 2016 0

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