DocuSign has a full demo environment which is a mirror of the live production system and allows to test and integrate the APIs. To do so we need to create a developer sandbox (they are free) and create an Integrator Key through the Admin menu of sandbox - which is the only place the keys can be created - then promote that key to your live DocuSign account.
To login to the sandbox, use the link: https://account-d.docusign.com/#/web/login
An Integrator Key is a Unique Identifier for each DocuSign integration. It is used (and required) for all API calls (SOAP or REST) to any DocuSign service. Having an Integrator Key lets DocuSign “tag” each API call from all integrations, and helps provide both an additional layer of security and helps DocuSign support its partners. An Integrator Key is REQUIRED for all integrations, and if you want to move to Production (make calls to www.docusign.net) you also must be certified and get that Integrator Key authorized by DocuSign for Production.
Steps to get DocuSign Integrator Key:
Your API and Integrator Key Information view will look similar to the screenshot below:
From this developer account, you will need API Username, your developer account’s password and Integrator Key to use in the Dynamo template later.
The status of DocuSign document can be updated to Salesforce through ‘DocuSign Connect’. To enable the call back functionality a custom object is needed. “Dynamo_ESignature__c” custom object is used to keep track of the DocuSign document status.
Custom object “Dynamo_ESignature__c” should be created in the Salesforce and it should include the following fields:
Lookup field “Opportunity__c” is optional and is used to relate “Dynamo_ESignature__c” records to parent records. So, if you want to see send status in context of some object view like Opportunity add a lookup field with that type. Name can be anything and it’s defined to Dynamo through “StoreESignature” command’s attribute “parentIdFieldName”.
DocuSign Account webhooks (Connect Configurations) can notify Dynamo anytime any envelope in the configured account has a status change. Account webhook configurations are referred to as “Connect Configurations.”
Steps to set DocuSign Connect Configurations:
If your org is using "dynamo-eu1" instance, please change the URL to Publish to "https://dynamo-eu1.documill.com/service/eSignatureWebhookListener?action=handleDocuSignRequest" instead.
The following boxes should be checked: