(Delphi ActiveX) Yousign - Setup email notifications

Demonstrates how to setup email notifications based on events. An event is triggered when a user (or our API) make an action or when a status has changed.

For more information, see https://dev.yousign.com/?version=latest#96b9f5ec-8e41-4d0f-82e5-6fa91adfa4fd

Chilkat for Delphi Downloads Chilkat ActiveX DLL for Delphi Chilkat non-ActiveX DLL for Delphi * The examples here use the ActiveX DLL.

uses
    Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes, Vcl.Graphics,
    Vcl.Controls, Vcl.Forms, Vcl.Dialogs, Vcl.StdCtrls, Chilkat_TLB;

...

procedure TForm1.Button1Click(Sender: TObject);
var
http: TChilkatHttp;
success: Integer;
json: TChilkatJsonObject;
resp: IChilkatHttpResponse;
sbResponseBody: TChilkatStringBuilder;
jResp: TChilkatJsonObject;
respStatusCode: Integer;
subject: WideString;
message: WideString;
j: Integer;
count_j: Integer;
strVal: WideString;
user: WideString;
v_type: WideString;
firstname: WideString;
lastname: WideString;
email: WideString;
phone: WideString;
position: Integer;
comment: WideString;
operationLevel: WideString;
operationModeSmsConfig: WideString;
fileId: WideString;
fileName: WideString;
fileType: WideString;
fileContentType: WideString;
fileDescription: WideString;
fileCreatedAt: WideString;
fileUpdatedAt: WideString;
fileSha256: WideString;
fileWorkspace: WideString;
fileCreator: WideString;
fileProtected: Integer;
filePosition: Integer;
fileParent: WideString;
page: Integer;
position_str: WideString;
fieldName: WideString;
mention: WideString;
mention2: WideString;
reason: WideString;
k: Integer;
count_k: Integer;
contentType: WideString;
sha256: WideString;
v_protected: Integer;
id: WideString;
name: WideString;
description: WideString;
createdAt: WideString;
updatedAt: WideString;
finishedAt: WideString;
expiresAt: WideString;
status: WideString;
creator: WideString;
creatorFirstName: WideString;
creatorLastName: WideString;
workspace: WideString;
template: Integer;
ordered: Integer;
parent: WideString;
relatedFilesEnable: Integer;
archive: Integer;
i: Integer;
count_i: Integer;

begin
// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.

http := TChilkatHttp.Create(Self);

// Implements the following CURL command:

// curl --location --request POST 'https://staging-api.yousign.com/procedures' \
// --header 'Authorization: Bearer YOUR_API_KEY' \
// --header 'Content-Type: application/json' \
// --data-raw '{
//     "name": "My first procedure with emails",
//     "description": "Powerful! Here is the description of my first procedure with emails",
//     "members": [
//         {
//             "firstname": "John",
//             "lastname": "Doe",
//             "email": "john.doe@yousign.fr",
//             "phone": "+33612345678",
//             "fileObjects": [
//                 {
//                     "file": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//                     "page": 2,
//                     "position": "230,499,464,589",
//                     "mention": "Read and approved",
//                     "mention2": "Signed by John Doe"
//                 }
//             ]
//         }
//     ],
//     "config": {
//         "email": {
//             "member.started": [
//                 {
//                     "subject": "Hey! You are invited to sign!",
//                     "message": "Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>",
//                     "to": ["@member"]
//                 }
//             ],
//             "procedure.started": [
//                 {
//                     "subject": "John, created a procedure your API have.",
//                     "message": "The content of this email is totally awesome.",
//                     "to": ["@creator", "@members", "billing@yousign.fr"]
//                 }
//             ]
//         }
//     }
// }'

// Use the following online tool to generate HTTP code from a CURL command
// Convert a cURL Command to HTTP Source Code

// Use this online tool to generate code from sample JSON:
// Generate Code to Create JSON

// The following JSON is sent in the request body.

// {
//   "name": "My first procedure with emails",
//   "description": "Powerful! Here is the description of my first procedure with emails",
//   "members": [
//     {
//       "firstname": "John",
//       "lastname": "Doe",
//       "email": "john.doe@yousign.fr",
//       "phone": "+33612345678",
//       "fileObjects": [
//         {
//           "file": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//           "page": 2,
//           "position": "230,499,464,589",
//           "mention": "Read and approved",
//           "mention2": "Signed by John Doe"
//         }
//       ]
//     }
//   ],
//   "config": {
//     "email": {
//       "member.started": [
//         {
//           "subject": "Hey! You are invited to sign!",
//           "message": "Hello <tag data-tag-type=",
//           " data-tag-name=": <tag,
//           "button": [
//             "@member"
//           ]
//         }
//       ],
//       "procedure.started": [
//         {
//           "subject": "John, created a procedure your API have.",
//           "message": "The content of this email is totally awesome.",
//           "to": [
//             "@creator",
//             "@members",
//             "billing@yousign.fr"
//           ]
//         }
//       ]
//     }
//   }
// }

json := TChilkatJsonObject.Create(Self);
json.UpdateString('name','My first procedure with emails');
json.UpdateString('description','Powerful! Here is the description of my first procedure with emails');
json.UpdateString('members[0].firstname','John');
json.UpdateString('members[0].lastname','Doe');
json.UpdateString('members[0].email','john.doe@yousign.fr');
json.UpdateString('members[0].phone','+33612345678');
// Use the actual file ID here...
json.UpdateString('members[0].fileObjects[0].file','/files/23686fbe-3ae1-4de9-9e01-58bbf29b2b18');
json.UpdateInt('members[0].fileObjects[0].page',2);
json.UpdateString('members[0].fileObjects[0].position','230,499,464,589');
json.UpdateString('members[0].fileObjects[0].mention','Read and approved');
json.UpdateString('members[0].fileObjects[0].mention2','Signed by John Doe');
json.UpdateString('config.email."member.started"[0].subject','Hey! You are invited to sign!');
json.UpdateString('config.email."member.started"[0].message','Hello <tag data-tag-type="string" data-tag-name="recipient.firstname"></tag> <tag data-tag-type="string" data-tag-name="recipient.lastname"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type="button" data-tag-name="url" data-tag-title="Access to documents">Access to documents</tag>');
json.UpdateString('config.email."member.started"[0].to[0]','@member');
json.UpdateString('config.email."procedure.started"[0].subject','John, created a procedure your API have.');
json.UpdateString('config.email."procedure.started"[0].message','The content of this email is totally awesome.');
json.UpdateString('config.email."procedure.started"[0].to[0]','@creator');
json.UpdateString('config.email."procedure.started"[0].to[1]','@members');
json.UpdateString('config.email."procedure.started"[0].to[2]','billing@yousign.fr');

// Adds the "Authorization: Bearer YOUR_API_KEY" header.
http.AuthToken := 'YOUR_API_KEY';
http.SetRequestHeader('Content-Type','application/json');

resp := http.PostJson3('https://staging-api.yousign.com/procedures','application/json',json.ControlInterface);
if (http.LastMethodSuccess = 0) then
  begin
    Memo1.Lines.Add(http.LastErrorText);
    Exit;
  end;

sbResponseBody := TChilkatStringBuilder.Create(Self);
resp.GetBodySb(sbResponseBody.ControlInterface);
jResp := TChilkatJsonObject.Create(Self);
jResp.LoadSb(sbResponseBody.ControlInterface);
jResp.EmitCompact := 0;

Memo1.Lines.Add('Response Body:');
Memo1.Lines.Add(jResp.Emit());

respStatusCode := resp.StatusCode;
Memo1.Lines.Add('Response Status Code = ' + IntToStr(respStatusCode));
if (respStatusCode >= 400) then
  begin
    Memo1.Lines.Add('Response Header:');
    Memo1.Lines.Add(resp.Header);
    Memo1.Lines.Add('Failed.');

    Exit;
  end;

// Sample JSON response:
// (Sample code for parsing the JSON response is shown below)

// {
//   "id": "/procedures/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//   "name": "My first procedure with emails",
//   "description": "Powerful! Here is the description of my first procedure with emails",
//   "createdAt": "2018-12-05T06:53:34+01:00",
//   "updatedAt": "2018-12-05T06:53:34+01:00",
//   "finishedAt": null,
//   "expiresAt": null,
//   "status": "active",
//   "creator": null,
//   "creatorFirstName": null,
//   "creatorLastName": null,
//   "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//   "template": false,
//   "ordered": false,
//   "parent": null,
//   "metadata": [
//   ],
//   "config": {
//     "email": {
//       "procedure.started": [
//         {
//           "subject": "John, created a procedure your API have.",
//           "message": "The content of this email is totally awesome.",
//           "to": [
//             "@creator",
//             "@members",
//             "billing@yousign.fr"
//           ]
//         }
//       ],
//       "member.started": [
//         {
//           "subject": "Hey! You are invited to sign!",
//           "message": "Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>",
//           "to": [
//             "@member"
//           ]
//         }
//       ]
//     }
//   },
//   "members": [
//     {
//       "id": "/members/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//       "user": null,
//       "type": "signer",
//       "firstname": "John",
//       "lastname": "Doe",
//       "email": "john.doe@yousign.fr",
//       "phone": "+33612345678",
//       "position": 1,
//       "createdAt": "2018-12-05T06:53:34+01:00",
//       "updatedAt": "2018-12-05T06:53:34+01:00",
//       "finishedAt": null,
//       "status": "pending",
//       "fileObjects": [
//         {
//           "id": "/file_objects/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//           "file": {
//             "id": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//             "name": "The best name for my file.pdf",
//             "type": "signable",
//             "contentType": "application/pdf",
//             "description": null,
//             "createdAt": "2018-12-05T06:52:54+01:00",
//             "updatedAt": "2018-12-05T06:53:34+01:00",
//             "sha256": "bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2",
//             "metadata": [
//             ],
//             "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//             "creator": null,
//             "protected": false,
//             "position": 0,
//             "parent": null
//           },
//           "page": 2,
//           "position": "230,499,464,589",
//           "fieldName": null,
//           "mention": "Read and approved",
//           "mention2": "Signed by John Doe",
//           "createdAt": "2018-12-05T06:53:34+01:00",
//           "updatedAt": "2018-12-05T06:53:34+01:00",
//           "parent": null,
//           "reason": "Signed by Yousign"
//         }
//       ],
//       "comment": null,
//       "notificationsEmail": [
//       ],
//       "operationLevel": "custom",
//       "operationCustomModes": [
//         "sms"
//       ],
//       "operationModeSmsConfig": null,
//       "parent": null
//     }
//   ],
//   "subscribers": [
//   ],
//   "files": [
//     {
//       "id": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//       "name": "The best name for my file.pdf",
//       "type": "signable",
//       "contentType": "application/pdf",
//       "description": null,
//       "createdAt": "2018-12-05T06:52:54+01:00",
//       "updatedAt": "2018-12-05T06:53:34+01:00",
//       "sha256": "bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2",
//       "metadata": [
//       ],
//       "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
//       "creator": null,
//       "protected": false,
//       "position": 0,
//       "parent": null
//     }
//   ],
//   "relatedFilesEnable": false,
//   "archive": false,
//   "archiveMetadata": [
//   ],
//   "fields": [
//   ],
//   "permissions": [
//   ]
// }

// Sample code for parsing the JSON response...
// Use the following online tool to generate parsing code from sample JSON:
// Generate Parsing Code from JSON

id := jResp.StringOf('id');
name := jResp.StringOf('name');
description := jResp.StringOf('description');
createdAt := jResp.StringOf('createdAt');
updatedAt := jResp.StringOf('updatedAt');
finishedAt := jResp.StringOf('finishedAt');
expiresAt := jResp.StringOf('expiresAt');
status := jResp.StringOf('status');
creator := jResp.StringOf('creator');
creatorFirstName := jResp.StringOf('creatorFirstName');
creatorLastName := jResp.StringOf('creatorLastName');
workspace := jResp.StringOf('workspace');
template := jResp.BoolOf('template');
ordered := jResp.BoolOf('ordered');
parent := jResp.StringOf('parent');
relatedFilesEnable := jResp.BoolOf('relatedFilesEnable');
archive := jResp.BoolOf('archive');
i := 0;
count_i := jResp.SizeOfArray('metadata');
while i < count_i do
  begin
    jResp.I := i;
    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('config.email."procedure.started"');
while i < count_i do
  begin
    jResp.I := i;
    subject := jResp.StringOf('config.email."procedure.started"[i].subject');
    message := jResp.StringOf('config.email."procedure.started"[i].message');
    j := 0;
    count_j := jResp.SizeOfArray('config.email."procedure.started"[i].to');
    while j < count_j do
      begin
        jResp.J := j;
        strVal := jResp.StringOf('config.email."procedure.started"[i].to[j]');
        j := j + 1;
      end;

    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('config.email."member.started"');
while i < count_i do
  begin
    jResp.I := i;
    subject := jResp.StringOf('config.email."member.started"[i].subject');
    message := jResp.StringOf('config.email."member.started"[i].message');
    j := 0;
    count_j := jResp.SizeOfArray('config.email."member.started"[i].to');
    while j < count_j do
      begin
        jResp.J := j;
        strVal := jResp.StringOf('config.email."member.started"[i].to[j]');
        j := j + 1;
      end;

    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('members');
while i < count_i do
  begin
    jResp.I := i;
    id := jResp.StringOf('members[i].id');
    user := jResp.StringOf('members[i].user');
    v_type := jResp.StringOf('members[i].type');
    firstname := jResp.StringOf('members[i].firstname');
    lastname := jResp.StringOf('members[i].lastname');
    email := jResp.StringOf('members[i].email');
    phone := jResp.StringOf('members[i].phone');
    position := jResp.IntOf('members[i].position');
    createdAt := jResp.StringOf('members[i].createdAt');
    updatedAt := jResp.StringOf('members[i].updatedAt');
    finishedAt := jResp.StringOf('members[i].finishedAt');
    status := jResp.StringOf('members[i].status');
    comment := jResp.StringOf('members[i].comment');
    operationLevel := jResp.StringOf('members[i].operationLevel');
    operationModeSmsConfig := jResp.StringOf('members[i].operationModeSmsConfig');
    parent := jResp.StringOf('members[i].parent');
    j := 0;
    count_j := jResp.SizeOfArray('members[i].fileObjects');
    while j < count_j do
      begin
        jResp.J := j;
        id := jResp.StringOf('members[i].fileObjects[j].id');
        fileId := jResp.StringOf('members[i].fileObjects[j].file.id');
        fileName := jResp.StringOf('members[i].fileObjects[j].file.name');
        fileType := jResp.StringOf('members[i].fileObjects[j].file.type');
        fileContentType := jResp.StringOf('members[i].fileObjects[j].file.contentType');
        fileDescription := jResp.StringOf('members[i].fileObjects[j].file.description');
        fileCreatedAt := jResp.StringOf('members[i].fileObjects[j].file.createdAt');
        fileUpdatedAt := jResp.StringOf('members[i].fileObjects[j].file.updatedAt');
        fileSha256 := jResp.StringOf('members[i].fileObjects[j].file.sha256');
        fileWorkspace := jResp.StringOf('members[i].fileObjects[j].file.workspace');
        fileCreator := jResp.StringOf('members[i].fileObjects[j].file.creator');
        fileProtected := jResp.BoolOf('members[i].fileObjects[j].file.protected');
        filePosition := jResp.IntOf('members[i].fileObjects[j].file.position');
        fileParent := jResp.StringOf('members[i].fileObjects[j].file.parent');
        page := jResp.IntOf('members[i].fileObjects[j].page');
        position_str := jResp.StringOf('members[i].fileObjects[j].position');
        fieldName := jResp.StringOf('members[i].fileObjects[j].fieldName');
        mention := jResp.StringOf('members[i].fileObjects[j].mention');
        mention2 := jResp.StringOf('members[i].fileObjects[j].mention2');
        createdAt := jResp.StringOf('members[i].fileObjects[j].createdAt');
        updatedAt := jResp.StringOf('members[i].fileObjects[j].updatedAt');
        parent := jResp.StringOf('members[i].fileObjects[j].parent');
        reason := jResp.StringOf('members[i].fileObjects[j].reason');
        k := 0;
        count_k := jResp.SizeOfArray('members[i].fileObjects[j].file.metadata');
        while k < count_k do
          begin
            jResp.K := k;
            k := k + 1;
          end;

        j := j + 1;
      end;

    j := 0;
    count_j := jResp.SizeOfArray('members[i].notificationsEmail');
    while j < count_j do
      begin
        jResp.J := j;
        j := j + 1;
      end;

    j := 0;
    count_j := jResp.SizeOfArray('members[i].operationCustomModes');
    while j < count_j do
      begin
        jResp.J := j;
        strVal := jResp.StringOf('members[i].operationCustomModes[j]');
        j := j + 1;
      end;

    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('subscribers');
while i < count_i do
  begin
    jResp.I := i;
    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('files');
while i < count_i do
  begin
    jResp.I := i;
    id := jResp.StringOf('files[i].id');
    name := jResp.StringOf('files[i].name');
    v_type := jResp.StringOf('files[i].type');
    contentType := jResp.StringOf('files[i].contentType');
    description := jResp.StringOf('files[i].description');
    createdAt := jResp.StringOf('files[i].createdAt');
    updatedAt := jResp.StringOf('files[i].updatedAt');
    sha256 := jResp.StringOf('files[i].sha256');
    workspace := jResp.StringOf('files[i].workspace');
    creator := jResp.StringOf('files[i].creator');
    v_protected := jResp.BoolOf('files[i].protected');
    position := jResp.IntOf('files[i].position');
    parent := jResp.StringOf('files[i].parent');
    j := 0;
    count_j := jResp.SizeOfArray('files[i].metadata');
    while j < count_j do
      begin
        jResp.J := j;
        j := j + 1;
      end;

    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('archiveMetadata');
while i < count_i do
  begin
    jResp.I := i;
    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('fields');
while i < count_i do
  begin
    jResp.I := i;
    i := i + 1;
  end;

i := 0;
count_i := jResp.SizeOfArray('permissions');
while i < count_i do
  begin
    jResp.I := i;
    i := i + 1;
  end;
end;