625 lines
22 KiB
Plaintext
625 lines
22 KiB
Plaintext
---
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title: Webhooks
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description: Learn how to use webhooks to receive real-time notifications about your documents.
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---
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# Webhooks
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Webhooks are HTTP callbacks triggered by specific events. When the user subscribes to a specific event, and that event occurs, the webhook makes an HTTP request to the URL provided by the user. The request can be a simple notification or carry a payload with more information about the event.
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Some of the common use cases for webhooks include:
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1. **Real-time Data Syncing**: Webhooks provide a way to keep data in sync across different platforms. For example, you can keep your system up-to-date with your Documenso documents by subscribing to events like document creation or signing.
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2. **Automating Workflows**: They can trigger automated workflows that start when an event occurs. For example, the webhook could trigger an email when a document is signed.
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3. **Integrating Third-Party Services**: Webhooks can be used to integrate Documenso with third-party services. For example, you could use a webhook to send data to a CRM system when a document is signed.
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Documenso supports Webhooks and allows you to subscribe to the following events:
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- `document.created`
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- `document.sent`
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- `document.opened`
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- `document.signed`
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- `document.completed`
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- `document.rejected`
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- `document.cancelled`
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## Create a webhook subscription
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You can create a webhook subscription from the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
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Then, navigate to the "**[Webhooks](https://app.documenso.com/settings/webhooks)**" tab, where you can see a list of your existing webhooks and create new ones.
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Clicking on the "**Create Webhook**" button opens a modal to create a new webhook subscription.
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To create a new webhook subscription, you need to provide the following information:
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- Enter the webhook URL that will receive the event payload.
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- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
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- Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
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After you have filled in the required information, click on the "**Create Webhook**" button to save your subscription.
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The screenshot below illustrates a newly created webhook subscription.
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You can edit or delete your webhook subscriptions by clicking the "**Edit**" or "**Delete**" buttons next to the webhook.
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## Webhook fields
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The payload sent to the webhook URL contains the following fields:
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| Field | Type | Description |
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| -------------------------------------------- | --------- | ----------------------------------------------------- |
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| `event` | string | The type of event that triggered the webhook. |
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| `payload.id` | number | The id of the document. |
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| `payload.externalId` | string? | External identifier for the document. |
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| `payload.userId` | number | The id of the user who owns the document. |
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| `payload.authOptions` | json? | Authentication options for the document. |
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| `payload.formValues` | json? | Form values for the document. |
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| `payload.visibility` | string | Document visibility (e.g., EVERYONE). |
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| `payload.title` | string | The title of the document. |
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| `payload.status` | string | The current status of the document. |
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| `payload.documentDataId` | string | The identifier for the document data. |
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| `payload.createdAt` | datetime | The creation date and time of the document. |
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| `payload.updatedAt` | datetime | The last update date and time of the document. |
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| `payload.completedAt` | datetime? | The completion date and time of the document. |
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| `payload.deletedAt` | datetime? | The deletion date and time of the document. |
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| `payload.teamId` | number? | The id of the team if document belongs to a team. |
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| `payload.templateId` | number? | The id of the template if created from template. |
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| `payload.source` | string | The source of the document (e.g., DOCUMENT, TEMPLATE) |
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| `payload.documentMeta.id` | string | The id of the document metadata. |
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| `payload.documentMeta.subject` | string? | The subject of the document. |
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| `payload.documentMeta.message` | string? | The message associated with the document. |
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| `payload.documentMeta.timezone` | string | The timezone setting for the document. |
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| `payload.documentMeta.password` | string? | The password protection if set. |
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| `payload.documentMeta.dateFormat` | string | The date format used in the document. |
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| `payload.documentMeta.redirectUrl` | string? | The URL to redirect after signing. |
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| `payload.documentMeta.signingOrder` | string | The signing order (e.g., PARALLEL, SEQUENTIAL). |
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| `payload.documentMeta.typedSignatureEnabled` | boolean | Whether typed signatures are enabled. |
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| `payload.documentMeta.language` | string | The language of the document. |
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| `payload.documentMeta.distributionMethod` | string | The method of distributing the document. |
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| `payload.documentMeta.emailSettings` | json? | Email notification settings. |
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| `payload.Recipient[].id` | number | The id of the recipient. |
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| `payload.Recipient[].documentId` | number? | The id of the document for this recipient. |
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| `payload.Recipient[].templateId` | number? | The template id if from a template. |
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| `payload.Recipient[].email` | string | The email address of the recipient. |
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| `payload.Recipient[].name` | string | The name of the recipient. |
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| `payload.Recipient[].token` | string | The unique token for this recipient. |
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| `payload.Recipient[].documentDeletedAt` | datetime? | When the document was deleted for this recipient. |
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| `payload.Recipient[].expired` | datetime? | When the recipient's access expired. |
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| `payload.Recipient[].signedAt` | datetime? | When the recipient signed the document. |
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| `payload.Recipient[].authOptions` | json? | Authentication options for this recipient. |
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| `payload.Recipient[].signingOrder` | number? | The order in which this recipient should sign. |
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| `payload.Recipient[].rejectionReason` | string? | The reason if the recipient rejected the document. |
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| `payload.Recipient[].role` | string | The role of the recipient (e.g., SIGNER, VIEWER). |
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| `payload.Recipient[].readStatus` | string | Whether the recipient has read the document. |
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| `payload.Recipient[].signingStatus` | string | The signing status of this recipient. |
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| `payload.Recipient[].sendStatus` | string | The sending status for this recipient. |
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| `createdAt` | datetime | The creation date and time of the webhook event. |
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| `webhookEndpoint` | string | The endpoint URL where the webhook is sent. |
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## Example payloads
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Below are examples of the payloads that are sent for each of the supported events. The payloads are sent as JSON data in the body of the POST request.
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Example payload for the `document.created` event:
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```json
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{
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"event": "DOCUMENT_CREATED",
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"payload": {
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"id": 10,
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"externalId": null,
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"userId": 1,
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"authOptions": null,
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"formValues": null,
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"visibility": "EVERYONE",
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"title": "documenso.pdf",
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"status": "DRAFT",
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"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
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"createdAt": "2024-04-22T11:44:43.341Z",
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"updatedAt": "2024-04-22T11:44:43.341Z",
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"completedAt": null,
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"deletedAt": null,
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"teamId": null,
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"templateId": null,
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"source": "DOCUMENT",
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"documentMeta": {
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"id": "doc_meta_123",
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"subject": "Please sign this document",
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"message": "Hello, please review and sign this document.",
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"timezone": "UTC",
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"password": null,
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"dateFormat": "MM/DD/YYYY",
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"redirectUrl": null,
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"signingOrder": "PARALLEL",
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"typedSignatureEnabled": true,
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"language": "en",
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"distributionMethod": "EMAIL",
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"emailSettings": null
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},
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"Recipient": [
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{
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"id": 52,
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"documentId": 10,
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"templateId": null,
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"email": "signer@sign.bls.media",
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"name": "John Doe",
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"token": "vbT8hi3jKQmrFP_LN1WcS",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": null,
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"authOptions": null,
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"signingOrder": 1,
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"rejectionReason": null,
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"role": "SIGNER",
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"readStatus": "NOT_OPENED",
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"signingStatus": "NOT_SIGNED",
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"sendStatus": "NOT_SENT"
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}
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]
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},
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"createdAt": "2024-04-22T11:44:44.779Z",
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"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
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}
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```
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Example payload for the `document.sent` event:
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```json
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{
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"event": "DOCUMENT_SENT",
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"payload": {
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"id": 10,
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"externalId": null,
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"userId": 1,
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"authOptions": null,
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"formValues": null,
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"visibility": "EVERYONE",
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"title": "documenso.pdf",
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"status": "PENDING",
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"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
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"createdAt": "2024-04-22T11:44:43.341Z",
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"updatedAt": "2024-04-22T11:48:07.569Z",
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"completedAt": null,
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"deletedAt": null,
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"teamId": null,
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"templateId": null,
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"source": "DOCUMENT",
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"documentMeta": {
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"id": "doc_meta_123",
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"subject": "Please sign this document",
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"message": "Hello, please review and sign this document.",
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"timezone": "UTC",
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"password": null,
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"dateFormat": "MM/DD/YYYY",
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"redirectUrl": null,
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"signingOrder": "PARALLEL",
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"typedSignatureEnabled": true,
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"language": "en",
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"distributionMethod": "EMAIL",
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"emailSettings": null
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},
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"Recipient": [
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{
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"id": 52,
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"documentId": 10,
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"templateId": null,
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"email": "signer2@sign.bls.media",
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"name": "Signer 2",
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"token": "vbT8hi3jKQmrFP_LN1WcS",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": null,
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"authOptions": null,
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"signingOrder": 1,
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"rejectionReason": null,
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"role": "VIEWER",
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"readStatus": "NOT_OPENED",
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"signingStatus": "NOT_SIGNED",
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"sendStatus": "SENT"
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},
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{
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"id": 53,
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"documentId": 10,
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"templateId": null,
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"email": "signer1@sign.bls.media",
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"name": "Signer 1",
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"token": "HkrptwS42ZBXdRKj1TyUo",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": null,
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"authOptions": null,
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"signingOrder": 2,
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"rejectionReason": null,
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"role": "SIGNER",
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"readStatus": "NOT_OPENED",
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"signingStatus": "NOT_SIGNED",
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"sendStatus": "SENT"
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}
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]
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},
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"createdAt": "2024-04-22T11:48:07.945Z",
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"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
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}
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```
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Example payload for the `document.opened` event:
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```json
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{
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"event": "DOCUMENT_OPENED",
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"payload": {
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"id": 10,
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"externalId": null,
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"userId": 1,
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"authOptions": null,
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"formValues": null,
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"visibility": "EVERYONE",
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"title": "documenso.pdf",
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"status": "PENDING",
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"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
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"createdAt": "2024-04-22T11:44:43.341Z",
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"updatedAt": "2024-04-22T11:48:07.569Z",
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"completedAt": null,
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"deletedAt": null,
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"teamId": null,
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"templateId": null,
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"source": "DOCUMENT",
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"documentMeta": {
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"id": "doc_meta_123",
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"subject": "Please sign this document",
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"message": "Hello, please review and sign this document.",
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"timezone": "UTC",
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"password": null,
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"dateFormat": "MM/DD/YYYY",
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"redirectUrl": null,
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"signingOrder": "PARALLEL",
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"typedSignatureEnabled": true,
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"language": "en",
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"distributionMethod": "EMAIL",
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"emailSettings": null
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},
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"Recipient": [
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{
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"id": 52,
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"documentId": 10,
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"templateId": null,
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"email": "signer2@sign.bls.media",
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"name": "Signer 2",
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"token": "vbT8hi3jKQmrFP_LN1WcS",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": null,
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"authOptions": null,
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"signingOrder": 1,
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"rejectionReason": null,
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"role": "VIEWER",
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"readStatus": "OPENED",
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"signingStatus": "NOT_SIGNED",
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"sendStatus": "SENT"
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}
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]
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},
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"createdAt": "2024-04-22T11:50:26.174Z",
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"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
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}
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```
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Example payload for the `document.signed` event:
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```json
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{
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"event": "DOCUMENT_SIGNED",
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"payload": {
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"id": 10,
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"externalId": null,
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"userId": 1,
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"authOptions": null,
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"formValues": null,
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"visibility": "EVERYONE",
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"title": "documenso.pdf",
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"status": "COMPLETED",
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"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
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"createdAt": "2024-04-22T11:44:43.341Z",
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"updatedAt": "2024-04-22T11:52:05.708Z",
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"completedAt": "2024-04-22T11:52:05.707Z",
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"deletedAt": null,
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"teamId": null,
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"templateId": null,
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"source": "DOCUMENT",
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"documentMeta": {
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"id": "doc_meta_123",
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"subject": "Please sign this document",
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"message": "Hello, please review and sign this document.",
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"timezone": "UTC",
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"password": null,
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"dateFormat": "MM/DD/YYYY",
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"redirectUrl": null,
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"signingOrder": "PARALLEL",
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"typedSignatureEnabled": true,
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"language": "en",
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"distributionMethod": "EMAIL",
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"emailSettings": null
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},
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"Recipient": [
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{
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"id": 51,
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"documentId": 10,
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"templateId": null,
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"email": "signer1@sign.bls.media",
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"name": "Signer 1",
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"token": "HkrptwS42ZBXdRKj1TyUo",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": "2024-04-22T11:52:05.688Z",
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"authOptions": {
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"accessAuth": null,
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"actionAuth": null
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},
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"signingOrder": 1,
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"rejectionReason": null,
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"role": "SIGNER",
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"readStatus": "OPENED",
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"signingStatus": "SIGNED",
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"sendStatus": "SENT"
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}
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]
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},
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"createdAt": "2024-04-22T11:52:18.577Z",
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"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
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}
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```
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Example payload for the `document.completed` event:
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```json
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{
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"event": "DOCUMENT_COMPLETED",
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"payload": {
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"id": 10,
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"externalId": null,
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"userId": 1,
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"authOptions": null,
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"formValues": null,
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"visibility": "EVERYONE",
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"title": "documenso.pdf",
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"status": "COMPLETED",
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"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
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"createdAt": "2024-04-22T11:44:43.341Z",
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"updatedAt": "2024-04-22T11:52:05.708Z",
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"completedAt": "2024-04-22T11:52:05.707Z",
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"deletedAt": null,
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"teamId": null,
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"templateId": null,
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"source": "DOCUMENT",
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"documentMeta": {
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"id": "doc_meta_123",
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"subject": "Please sign this document",
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"message": "Hello, please review and sign this document.",
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"timezone": "UTC",
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"password": null,
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"dateFormat": "MM/DD/YYYY",
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"redirectUrl": null,
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"signingOrder": "PARALLEL",
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"typedSignatureEnabled": true,
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"language": "en",
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"distributionMethod": "EMAIL",
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"emailSettings": null
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},
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"Recipient": [
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{
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"id": 50,
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"documentId": 10,
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"templateId": null,
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"email": "signer2@sign.bls.media",
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"name": "Signer 2",
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"token": "vbT8hi3jKQmrFP_LN1WcS",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": "2024-04-22T11:51:10.055Z",
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"authOptions": {
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"accessAuth": null,
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"actionAuth": null
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},
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"signingOrder": 1,
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"rejectionReason": null,
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"role": "VIEWER",
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"readStatus": "OPENED",
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"signingStatus": "SIGNED",
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"sendStatus": "SENT"
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},
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{
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"id": 51,
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"documentId": 10,
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"templateId": null,
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"email": "signer1@sign.bls.media",
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"name": "Signer 1",
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"token": "HkrptwS42ZBXdRKj1TyUo",
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"documentDeletedAt": null,
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"expired": null,
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"signedAt": "2024-04-22T11:52:05.688Z",
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"authOptions": {
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"accessAuth": null,
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"actionAuth": null
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},
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"signingOrder": 2,
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"rejectionReason": null,
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"role": "SIGNER",
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"readStatus": "OPENED",
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"signingStatus": "SIGNED",
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"sendStatus": "SENT"
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}
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]
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},
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"createdAt": "2024-04-22T11:52:18.277Z",
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"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
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}
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```
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Example payload for the `document.rejected` event:
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```json
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{
|
|
"event": "DOCUMENT_REJECTED",
|
|
"payload": {
|
|
"id": 10,
|
|
"externalId": null,
|
|
"userId": 1,
|
|
"authOptions": null,
|
|
"formValues": null,
|
|
"visibility": "EVERYONE",
|
|
"title": "documenso.pdf",
|
|
"status": "PENDING",
|
|
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
|
|
"createdAt": "2024-04-22T11:44:43.341Z",
|
|
"updatedAt": "2024-04-22T11:48:07.569Z",
|
|
"completedAt": null,
|
|
"deletedAt": null,
|
|
"teamId": null,
|
|
"templateId": null,
|
|
"source": "DOCUMENT",
|
|
"documentMeta": {
|
|
"id": "doc_meta_123",
|
|
"subject": "Please sign this document",
|
|
"message": "Hello, please review and sign this document.",
|
|
"timezone": "UTC",
|
|
"password": null,
|
|
"dateFormat": "MM/DD/YYYY",
|
|
"redirectUrl": null,
|
|
"signingOrder": "PARALLEL",
|
|
"typedSignatureEnabled": true,
|
|
"language": "en",
|
|
"distributionMethod": "EMAIL",
|
|
"emailSettings": null
|
|
},
|
|
"Recipient": [
|
|
{
|
|
"id": 52,
|
|
"documentId": 10,
|
|
"templateId": null,
|
|
"email": "signer@sign.bls.media",
|
|
"name": "Signer",
|
|
"token": "vbT8hi3jKQmrFP_LN1WcS",
|
|
"documentDeletedAt": null,
|
|
"expired": null,
|
|
"signedAt": "2024-04-22T11:48:07.569Z",
|
|
"authOptions": {
|
|
"accessAuth": null,
|
|
"actionAuth": null
|
|
},
|
|
"signingOrder": 1,
|
|
"rejectionReason": "I do not agree with the terms",
|
|
"role": "SIGNER",
|
|
"readStatus": "OPENED",
|
|
"signingStatus": "REJECTED",
|
|
"sendStatus": "SENT"
|
|
}
|
|
]
|
|
},
|
|
"createdAt": "2024-04-22T11:48:07.945Z",
|
|
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
|
}
|
|
```
|
|
|
|
Example payload for the `document.rejected` event:
|
|
|
|
```json
|
|
{
|
|
"event": "DOCUMENT_CANCELLED",
|
|
"payload": {
|
|
"id": 7,
|
|
"externalId": null,
|
|
"userId": 3,
|
|
"authOptions": null,
|
|
"formValues": null,
|
|
"visibility": "EVERYONE",
|
|
"title": "documenso.pdf",
|
|
"status": "PENDING",
|
|
"documentDataId": "cm6exvn93006hi02ru90a265a",
|
|
"createdAt": "2025-01-27T11:02:14.393Z",
|
|
"updatedAt": "2025-01-27T11:03:16.387Z",
|
|
"completedAt": null,
|
|
"deletedAt": null,
|
|
"teamId": null,
|
|
"templateId": null,
|
|
"source": "DOCUMENT",
|
|
"documentMeta": {
|
|
"id": "cm6exvn96006ji02rqvzjvwoy",
|
|
"subject": "",
|
|
"message": "",
|
|
"timezone": "Etc/UTC",
|
|
"password": null,
|
|
"dateFormat": "yyyy-MM-dd hh:mm a",
|
|
"redirectUrl": "",
|
|
"signingOrder": "PARALLEL",
|
|
"typedSignatureEnabled": true,
|
|
"language": "en",
|
|
"distributionMethod": "EMAIL",
|
|
"emailSettings": {
|
|
"documentDeleted": true,
|
|
"documentPending": true,
|
|
"recipientSigned": true,
|
|
"recipientRemoved": true,
|
|
"documentCompleted": true,
|
|
"ownerDocumentCompleted": true,
|
|
"recipientSigningRequest": true
|
|
}
|
|
},
|
|
"recipients": [
|
|
{
|
|
"id": 7,
|
|
"documentId": 7,
|
|
"templateId": null,
|
|
"email": "mybirihix@mailinator.com",
|
|
"name": "Zorita Baird",
|
|
"token": "XkKx1HCs6Znm2UBJA2j6o",
|
|
"documentDeletedAt": null,
|
|
"expired": null,
|
|
"signedAt": null,
|
|
"authOptions": { "accessAuth": null, "actionAuth": null },
|
|
"signingOrder": 1,
|
|
"rejectionReason": null,
|
|
"role": "SIGNER",
|
|
"readStatus": "NOT_OPENED",
|
|
"signingStatus": "NOT_SIGNED",
|
|
"sendStatus": "SENT"
|
|
}
|
|
],
|
|
"Recipient": [
|
|
{
|
|
"id": 7,
|
|
"documentId": 7,
|
|
"templateId": null,
|
|
"email": "signer@sign.bls.media",
|
|
"name": "Signer",
|
|
"token": "XkKx1HCs6Znm2UBJA2j6o",
|
|
"documentDeletedAt": null,
|
|
"expired": null,
|
|
"signedAt": null,
|
|
"authOptions": { "accessAuth": null, "actionAuth": null },
|
|
"signingOrder": 1,
|
|
"rejectionReason": null,
|
|
"role": "SIGNER",
|
|
"readStatus": "NOT_OPENED",
|
|
"signingStatus": "NOT_SIGNED",
|
|
"sendStatus": "SENT"
|
|
}
|
|
]
|
|
},
|
|
"createdAt": "2025-01-27T11:03:27.730Z",
|
|
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
|
|
}
|
|
```
|
|
|
|
## Availability
|
|
|
|
Webhooks are available to individual users and teams.
|